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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 %
HIM
2326
Hillsdale Investment Management
Ontario, Canada
$137K -$17.8K -50 -11%
IBOK
2327
Independence Bank of Kentucky
Kentucky
$134K
LAS
2328
Lloyd Advisory Services
Georgia
$134K +$81.3K +228 +154%
AA
2329
AlphaMark Advisors
Kentucky
$133K -$26.7K -75 -17%
LC
2330
Lunia Capital
Texas
$132K +$132K +370 New
BCM
2331
Blume Capital Management
California
$130K +$22.9K +64 +21%
TFIPS
2332
Towarzystwo Funduszy Inwestycyjnych PZU SA
$125K
Nisa Investment Advisors
2333
Nisa Investment Advisors
Missouri
$124K -$9.57K -26,879 -7%
MWP
2334
Meridian Wealth Partners
Pennsylvania
$123K -$46.9K -132 -28%
TWP
2335
TFO Wealth Partners
Ohio
$121K +$121K +341 New
RBC
2336
Roble Belko & Company
Pennsylvania
$119K
COCM
2337
Charter Oak Capital Management
New Hampshire
$119K
PG
2338
Proffitt & Goodson
Tennessee
$117K
NO
2339
Ninety One
South Africa
$116K -$25.8K -72 -18%
AWM
2340
Activest Wealth Management
Florida
$111K +$111K +313 New
HI
2341
Human Investing
Oregon
$110K -$46.1K -129 -30%
AIG
2342
American International Group
New York
$109K -$3.62K -10,169 -3%
CAM
2343
Cacti Asset Management
Georgia
$107K
HCM
2344
Highlander Capital Management
New Jersey
$107K
TC
2345
Trust Company
Kansas
$103K
KFS
2346
Kelly Financial Services
Massachusetts
$102K +$1.07K +3 +1%
PCH
2347
PGIM Custom Harvest
New Jersey
$102K
EWM
2348
Endurance Wealth Management
Rhode Island
$102K +$52.1K +146 +104%
AWM
2349
Accel Wealth Management
Iowa
$101K
JFA
2350
JNBA Financial Advisors
Minnesota
$100K -$3.21K -9 -3%