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Mastercard

2,434 hedge funds and large institutions have $296B invested in Mastercard in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 1,075 increasing their positions, 870 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
-41
Holders Change %
-1.66%
% of All Funds
42.75%
Holding in Top 10
239
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7%
% of All Funds
4.2%
New
118
Increased
1,075
Reduced
870
Closed
126
Calls
$5.21B
Puts
$5.31B
Net Calls
-$98.6M
Net Calls Change
-$379M
Name Holding Trade Value Shares
Change
Shares
Change %
M
2301
MOTCO
Texas
$134K -$30.3K -87 -18%
GM
2302
GeoWealth Management
Illinois
$133K +$133K +383 New
AA
2303
AlphaMark Advisors
Kentucky
$130K
ODG
2304
O'Dell Group
Ohio
$129K +$129K +372 New
BCM
2305
Blume Capital Management
California
$127K
WPA
2306
West Paces Advisors
Georgia
$124K -$34.8K -100 -22%
AWM
2307
Activest Wealth Management
Florida
$123K +$50.5K +145 +70%
OBWP
2308
O'Brien Wealth Partners
Massachusetts
$122K -$107K -313 -47%
GGI
2309
Godsey & Gibb Inc
Virginia
$119K +$119K +343 New
EWM
2310
Endurance Wealth Management
Rhode Island
$117K
Nisa Investment Advisors
2311
Nisa Investment Advisors
Missouri
$117K +$3.19K +9,183 +3%
SIS
2312
Sound Income Strategies
Florida
$116K -$348 -1 -0.3%
RBC
2313
Roble Belko & Company
Pennsylvania
$116K
COCM
2314
Charter Oak Capital Management
New Hampshire
$116K
CC
2315
Corsicana & Co
Texas
$115K
PG
2316
Proffitt & Goodson
Tennessee
$115K
TVWM
2317
Tower View Wealth Management
Wisconsin
$113K +$63.5K +182 +128%
BIA
2318
Bell Investment Advisors
California
$111K +$111K +319 New
NR
2319
Newfound Research
Massachusetts
$110K +$25.4K +73 +30%
CPC
2320
Consolidated Planning Corp
Georgia
$110K +$110K +317 New
LSV Asset Management
2321
LSV Asset Management
Illinois
$104K -$69.3K -200 -40%
CAM
2322
Cacti Asset Management
Georgia
$104K
SIAP
2323
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$104K +$15.3K +44 +17%
IUHSA
2324
Itau Unibanco Holding S.A.
Brazil
$103K +$88.4K +254 +605%
TC
2325
Trust Company
Kansas
$100K