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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 %
SIMG
2326
Stephens Investment Management Group
Texas
$157K
EWA
2327
Evolution Wealth Advisors
Florida
$154K +$5.12K +14 +3%
LAS
2328
Lloyd Advisory Services
Georgia
$152K +$14.6K +40 +11%
EARNEST Partners
2329
EARNEST Partners
Georgia
$151K
POIA
2330
Pin Oak Investment Advisors
Texas
$147K -$194K -533 -57%
MGIM
2331
M&G Investment Management
United Kingdom
$147K +$85.6K +234,496 +140%
CIM
2332
CCLA Investment Management
United Kingdom
$146K +$1.22K +3,343 +0.8%
CYG
2333
Clean Yield Group
Vermont
$140K +$140K +384 New
IBOK
2334
Independence Bank of Kentucky
Kentucky
$137K
AA
2335
AlphaMark Advisors
Kentucky
$136K
BCM
2336
Blume Capital Management
California
$133K
JWM
2337
Janiczek Wealth Management
Colorado
$129K -$61.9K -170 -32%
TFIPS
2338
Towarzystwo Funduszy Inwestycyjnych PZU SA
$128K
RBC
2339
Roble Belko & Company
Pennsylvania
$122K
COCM
2340
Charter Oak Capital Management
New Hampshire
$122K
EWM
2341
Endurance Wealth Management
Rhode Island
$122K +$18.2K +50 +17%
SIS
2342
Sound Income Strategies
Florida
$122K +$45.3K +124 +59%
PG
2343
Proffitt & Goodson
Tennessee
$120K
CC
2344
Corsicana & Co
Texas
$120K +$120K +330 New
Nisa Investment Advisors
2345
Nisa Investment Advisors
Missouri
$119K -$7.52K -20,596 -6%
LWM
2346
Liberty Wealth Management
California
$116K +$2.55K +7 +2%
CAM
2347
Cacti Asset Management
Georgia
$114K
HCM
2348
Highlander Capital Management
New Jersey
$110K
AIG
2349
American International Group
New York
$109K -$3.16K -8,643 -3%
TC
2350
Trust Company
Kansas
$106K