MA icon

Mastercard

2,467 hedge funds and large institutions have $264B invested in Mastercard in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,054 increasing their positions, 933 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,467
Holders Change
+31
Holders Change %
+1.27%
% of All Funds
43.44%
Holding in Top 10
301
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-9.88%
% of All Funds
5.3%
New
174
Increased
1,054
Reduced
933
Closed
119
Calls
$4.14B
Puts
$3.05B
Net Calls
+$1.09B
Net Calls Change
+$1.34B
Name Holding Trade Value Shares
Change
Shares
Change %
PO
2301
Private Ocean
California
$192K +$21.7K +61 +13%
JWM
2302
Janiczek Wealth Management
Colorado
$187K +$57.1K +160 +44%
SLF
2303
Sun Life Financial
Ontario, Canada
$182K -$2.84K -8 -2%
ACM
2304
Allred Capital Management
Texas
$179K -$24.9K -70 -12%
MF
2305
Manchester Financial
California
$179K -$11.8K -33 -6%
WFA
2306
West Financial Advisors
Iowa
$178K
MA
2307
MCF Advisors
Kentucky
$178K +$119K +335 +203%
WWM
2308
Wolff Wiese Magana
California
$174K +$6.76K +19 +4%
JGIA
2309
Jackson Grant Investment Advisers
Connecticut
$172K
TSW
2310
Thompson Siegel & Walmsley
Virginia
$172K +$8.53K +24 +5%
SWG
2311
Summit Wealth Group
Vermont
$169K +$169K +474 New
LWP
2312
Lumature Wealth Partners
Georgia
$169K +$169K +476 New
CCA
2313
Column Capital Advisors
Indiana
$167K +$44.5K +125 +36%
SIC
2314
Salem Investment Counselors
North Carolina
$165K +$84.1K +236 +104%
AFS
2315
Annapolis Financial Services
Maryland
$164K +$3.57K +10 +2%
AJ
2316
Ashburton (Jersey)
Jersey
$158K -$1.31M -3,689 -89%
GWMIA
2317
Global Wealth Management Investment Advisory
Florida
$157K +$17.1K +48 +12%
BC
2318
Burleson & Co
California
$157K +$157K +441 New
GC
2319
Garde Capital
Washington
$155K -$38.6K -108 -20%
SIMG
2320
Stephens Investment Management Group
Texas
$153K
M
2321
MOTCO
Texas
$150K -$54.9K -154 -27%
EARNEST Partners
2322
EARNEST Partners
Georgia
$147K
EWA
2323
Evolution Wealth Advisors
Florida
$145K +$59.9K +168 +70%
PCA
2324
Providence Capital Advisors
North Carolina
$142K
SM
2325
SG3 Management
Puerto Rico
$142K +$142K +400 New