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 %
LWM
2351
Liberty Wealth Management
California
$100K
CP
2352
Corbenic Partners
Pennsylvania
$99K +$35.6K +100 +56%
CFFP
2353
Center for Financial Planning
Michigan
$96K +$64.2K +180 +202%
TLCM
2354
Twin Lakes Capital Management
California
$96K +$96K +270 New
WCM
2355
Wealthcare Capital Management
Virginia
$96K +$96K +271 New
SFMG
2356
Sage Financial Management Group
Virginia
$95K +$95K +268 New
CWA
2357
Clearview Wealth Advisors
Oregon
$91K +$7.47K +21 +9%
SIAP
2358
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$91K +$19.9K +56 +28%
ST
2359
Sageworth Trust
Pennsylvania
$89K
CAGAS
2360
Capital Advisory Group Advisory Services
Minnesota
$87K +$19.9K +56 +30%
HDIM
2361
Hanson & Doremus Investment Management
Vermont
$85K +$17.8K +50 +26%
GCGDR
2362
Geo Capital Gestora de Recursos
Brazil
$83K +$47.5K +134 +134%
TJHA
2363
Thomas J. Herzfeld Advisors
Florida
$82K +$31.6K +89 +63%
NR
2364
Newfound Research
Massachusetts
$80K -$45.9K -129 -36%
PCFFS
2365
Pacific Center for Financial Services
California
$79K +$354 +1 +0.5%
SIS
2366
Sound Income Strategies
Florida
$74.8K
CI
2367
Cavalier Investments
Georgia
$74K -$1.16M -3,279 -94%
JPLA
2368
Joseph P. Lucia & Associates
New York
$74K -$357 -1 -0.5%
AWM
2369
AllSquare Wealth Management
New York
$74K +$2.83K +8 +4%
CAL
2370
Capital Advisors Ltd
Ohio
$71K
HWM
2371
HighMark Wealth Management
Minnesota
$71K
FMP
2372
Financial Management Professionals
Texas
$71K +$4.28K +12 +6%
AWC
2373
Abundance Wealth Counselors
Pennsylvania
$71K +$71K +200 New
PP
2374
Pacifica Partners
Canada
$66K -$59K -160 -47%
MHR
2375
Matthew Hamilton Rosenberg
$66K