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Mastercard

2,475 hedge funds and large institutions have $313B invested in Mastercard in 2021 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,055 increasing their positions, 902 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+8
Holders Change %
+0.32%
% of All Funds
43.21%
Holding in Top 10
257
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-14.62%
% of All Funds
4.49%
New
147
Increased
1,055
Reduced
902
Closed
116
Calls
$4.32B
Puts
$4.04B
Net Calls
+$281M
Net Calls Change
-$809M
Name Holding Trade Value Shares
Change
Shares
Change %
GF
2276
Gries Financial
Ohio
$215K -$15.8K -43 -7%
BDF
2277
Black Diamond Financial
Maryland
$215K
TWM
2278
TriaGen Wealth Management
California
$215K +$215K +556 New
AI
2279
Atom Investors
Texas
$215K +$215K +590 New
FA
2280
Fermata Advisors
California
$215K +$215K +590 New
CPIA
2281
Cornell Pochily Investment Advisors
New York
$214K
PFA
2282
Pure Financial Advisors
California
$213K
SQA
2283
Simon Quick Advisors
New Jersey
$213K +$4K +11 +2%
MCP
2284
Mirador Capital Partners
California
$213K +$213K +583 New
PCA
2285
Providence Capital Advisors
North Carolina
$212K +$65.8K +180 +45%
SWM
2286
Salvus Wealth Management
New Jersey
$211K +$211K +570 New
LB
2287
Legacy Bridge
Iowa
$210K -$7.3K -20 -3%
APA
2288
Allegiant Private Advisors
Florida
$209K -$18.2K -50 -8%
BAM
2289
Bruderman Asset Management
New York
$209K +$209K +572 New
RGC
2290
Roberts, Glore & Co
Illinois
$208K
OWA
2291
Opal Wealth Advisors
New York
$208K +$2.55K +7 +1%
SWM
2292
Selective Wealth Management
Virginia
$208K +$164K +450 +375%
BHBT
2293
Burke & Herbert Bank & Trust
Virginia
$207K
FFA
2294
Fragasso Financial Advisors
Pennsylvania
$207K +$207K +566 New
IA
2295
IFG Advisory
Georgia
$205K -$192K -528 -48%
BWA
2296
Brave Warrior Advisors
New York
$204K +$204K +558 New
RHBC
2297
R.H. Bluestein & Co
Michigan
$204K +$204K +560 New
GFPC
2298
Global Financial Private Client
Florida
$203K
PO
2299
Private Ocean
California
$202K +$4.39K +12 +2%
VCM
2300
Versant Capital Management
Arizona
$201K -$77.8K -213 -28%