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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 %
Q
2376
QVR
California
$72K +$65.8K +180 +1,059%
RDWM
2377
Red Door Wealth Management
Tennessee
$69K +$69K +189 New
AWM
2378
Accel Wealth Management
Iowa
$68K -$36.8K -100 -35%
MHR
2379
Matthew Hamilton Rosenberg
$68K
VNA
2380
Valley National Advisers
Pennsylvania
$67K +$7.32K +20 +12%
CFFP
2381
Center for Financial Planning
Michigan
$66K -$32.6K -89 -33%
HDIM
2382
Hanson & Doremus Investment Management
Vermont
$64K -$16.9K -50 -21%
CBT
2383
CoreFirst Bank & Trust
Kansas
$62K
DWMG
2384
DB Wealth Management Group
California
$61K
IF
2385
Ironwood Financial
Arizona
$57K
AWM
2386
Avondale Wealth Management
Texas
$55K
CPFP
2387
Clear Perspectives Financial Planning
Ohio
$55K
TAIM
2388
TD Ameritrade Investment Management
Nebraska
$55K +$26K +71 +90%
FAM
2389
Fred Alger Management
New York
$53K
JWA
2390
JFS Wealth Advisors
Pennsylvania
$53K +$14.5K +40 +38%
NC
2391
NewSquare Capital
Pennsylvania
$53K +$53K +146 New
TVWM
2392
Tower View Wealth Management
Wisconsin
$52K +$20.9K +57 +67%
SWM
2393
Sugarloaf Wealth Management
Georgia
$51K
AA
2394
Addison Advisors
Vermont
$49K +$49K +133 New
TCM
2395
Tradewinds Capital Management
Washington
$48K +$48K +132 New
FRA
2396
Front Row Advisors
California
$47K
JWBC
2397
John W. Brooker & Co
California
$46K
AIM
2398
Arcadia Investment Management
Michigan
$45K
JAM
2399
JCIC Asset Management
Ontario, Canada
$45K
SSC
2400
Syverson Strege & Co
Iowa
$43K