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Mastercard

2,629 hedge funds and large institutions have $263B invested in Mastercard in 2021 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 1,114 increasing their positions, 819 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,629
Holders Change
+195
Holders Change %
+8.01%
% of All Funds
40.6%
Holding in Top 10
244
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.09%
% of All Funds
3.77%
New
365
Increased
1,114
Reduced
819
Closed
134
Calls
$4.1B
Puts
$4.48B
Net Calls
-$383M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Shares
Change %
VFM
2301
Vivid Financial Management
California
$263K -$191K -532 -42%
BDF
2302
Black Diamond Financial
Maryland
$262K +$50.2K +140 +24%
SAF
2303
Smith Anglin Financial
Texas
$261K -$33.8K -94 -11%
CFG
2304
Cooper Financial Group
California
$260K -$68.8K -191 -21%
RPCA
2305
Running Point Capital Advisors
California
$260K +$40.9K +114 +19%
SWM
2306
Selective Wealth Management
Virginia
$259K
CA
2307
Callahan Advisors
Texas
$259K
FWM
2308
FFT Wealth Management
Pennsylvania
$259K +$259K +721 New
TA
2309
Trellis Advisors
Washington
$258K -$10.8K -30 -4%
KA
2310
KLCM Advisors
Wisconsin
$257K -$165K -460 -39%
SCM
2311
Southport Capital Management
Tennessee
$257K -$122K -340 -32%
HG
2312
Harbor Group
New Hampshire
$257K
KFI
2313
Key Financial Inc
Pennsylvania
$257K
CHA
2314
Cooper/Haims Advisors
New York
$257K +$8.97K +25 +4%
WFA
2315
Wellspring Financial Advisors
Ohio
$256K -$8.63K -24 -3%
AA
2316
Auxano Advisors
Washington
$256K +$4.67K +13 +2%
JFA
2317
JNBA Financial Advisors
Minnesota
$255K
FFG
2318
Frisch Financial Group
New York
$253K -$21.6K -60 -8%
PFA
2319
Pure Financial Advisors
California
$253K +$7.91K +22 +3%
1WM
2320
1900 Wealth Management
Texas
$253K +$38.1K +106 +18%
WIC
2321
WealthBridge Investment Counsel
Alberta, Canada
$252K +$252K +702 New
CA
2322
CoreCap Advisors
Michigan
$250K +$250K +696 New
CCP
2323
Cassia Capital Partners
North Carolina
$250K +$250K +696 New
BG
2324
Benedetti & Gucer
Georgia
$249K -$26.9K -75 -10%
H
2325
HoyleCohen
California
$248K -$20.5K -57 -8%