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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 %
MWM
2376
Mascoma Wealth Management
New Hampshire
$66K +$66K +185 New
CBT
2377
CoreFirst Bank & Trust
Kansas
$61K +$35.9K +100 +143%
MGIM
2378
M&G Investment Management
United Kingdom
$59.8K +$2.46K +6,922 +4%
DWMG
2379
DB Wealth Management Group
California
$59K
GM
2380
GeoWealth Management
Illinois
$59K +$4.62K +13 +8%
BHWM
2381
Bay Harbor Wealth Management
Maryland
$58K -$5.37K -15 -8%
VNA
2382
Valley National Advisers
Pennsylvania
$58K +$16.7K +47 +41%
RA
2383
Resolute Advisors
California
$57K +$57K +225 New
SWA
2384
SOA Wealth Advisors
New York
$56K -$4.23K -12 -7%
IF
2385
Ironwood Financial
Arizona
$56K +$32.5K +91 +138%
AWM
2386
Avondale Wealth Management
Texas
$53K
CPFP
2387
Clear Perspectives Financial Planning
Ohio
$53K
BDWM
2388
Brewin Dolphin Wealth Management
Ireland
$52.3K +$52.3K +147 New
FAM
2389
Fred Alger Management
New York
$51K -$3.37M -9,509 -99%
FRA
2390
Front Row Advisors
California
$47K
JWBC
2391
John W. Brooker & Co
California
$45K
AIM
2392
Arcadia Investment Management
Michigan
$43K
SWM
2393
Selective Wealth Management
Virginia
$43K
EIM
2394
Essex Investment Management
Massachusetts
$42K
SSC
2395
Syverson Strege & Co
Iowa
$42K
MIH
2396
Meitav Investment House
Israel
$38.5K +$4.7K +13,206 +14%
JWA
2397
JFS Wealth Advisors
Pennsylvania
$38K +$13.3K +37 +54%
TF
2398
TimeScale Financial
Massachusetts
$37K -$29.5K -82 -44%
LFG
2399
Larson Financial Group
Missouri
$37K
MLFP
2400
MPS Loria Financial Planners
Illinois
$37K