MA icon

Mastercard

2,629 hedge funds and large institutions have $263B invested in Mastercard in 2021 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 1,114 increasing their positions, 819 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,629
Holders Change
+195
Holders Change %
+8.01%
% of All Funds
40.6%
Holding in Top 10
244
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.09%
% of All Funds
3.77%
New
365
Increased
1,114
Reduced
819
Closed
134
Calls
$4.1B
Puts
$4.48B
Net Calls
-$383M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Shares
Change %
MKA
2376
M. Kulyk & Associates
Georgia
$224K +$224K +623 New
IF
2377
Insight Folios
North Carolina
$224K +$224K +624 New
PD
2378
Planning Directions
Pennsylvania
$223K +$360 +1 +0.2%
GHA
2379
GW Henssler & Associates
Georgia
$223K +$223K +620 New
FEG
2380
Financial Enhancement Group
Indiana
$222K
MWA
2381
Monograph Wealth Advisors
California
$222K +$222K +618 New
RI
2382
Ridgewood Investments
New Jersey
$221K
HIS
2383
Harvest Investment Services
Illinois
$219K -$129K -359 -37%
CPC
2384
Congress Park Capital
New York
$219K +$219K +609 New
FZCM
2385
Flynn Zito Capital Management
New York
$217K +$217K +603 New
PIMG
2386
Patriot Investment Management Group
Tennessee
$217K +$217K +605 New
SRC
2387
Shufro Rose & Co
New York
$216K -$18K -50 -8%
HCM
2388
Heathbridge Capital Management
Ontario, Canada
$216K
AWA
2389
AmeriServ Wealth Advisors
Pennsylvania
$216K
HR
2390
Hayden Royal
North Carolina
$216K +$6.46K +18 +3%
RDIA
2391
RE Dickinson Investment Advisors
Iowa
$216K +$216K +600 New
HW
2392
Hamilton Wealth
California
$215K +$215K +597 New
HA
2393
Hofer & Associates
California
$215K +$215K +599 New
RGC
2394
Roberts, Glore & Co
Illinois
$213K +$213K +594 New
BCM
2395
BTR Capital Management
California
$212K -$50.6K -141 -19%
TT
2396
TI-Trust
Illinois
$212K +$212K +590 New
SIA
2397
Soltis Investment Advisors
Utah
$211K -$10.1K -28 -5%
TVWM
2398
Tower View Wealth Management
Wisconsin
$211K +$94.5K +263 +81%
KFS
2399
Kelly Financial Services
Massachusetts
$210K +$62.9K +175 +43%
NPF
2400
Norris Perne & French
Michigan
$210K -$13.3K -37 -6%