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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 %
TC
2426
Truvestments Capital
Florida
$19K
CWA
2427
Carolina Wealth Advisors
South Carolina
$19K
LWA
2428
Lowe Wealth Advisors
Maryland
$18K
APW
2429
Acima Private Wealth
Virginia
$18K
CC
2430
Cypress Capital
Tennessee
$18K +$18K +50 New
CFN
2431
Cordasco Financial Network
Florida
$17K -$1.77K -5 -9%
PGAM
2432
Princeton Global Asset Management
New Jersey
$16K
RDFA
2433
Ritter Daniher Financial Advisory
Ohio
$14K
DAM
2434
Delta Asset Management
Tennessee
$14K
SFO
2435
Standard Family Office
South Dakota
$13K
BSG
2436
Black Swift Group
Colorado
$12K +$12K +33 New
MFT
2437
Moisand Fitzgerald Tamayo
Florida
$11K
FGAM
2438
Financial Gravity Asset Management
Texas
$10.4K -$1.8K -21 -15%
UFF
2439
USA Financial Formulas
Michigan
$9K
EWM
2440
Edge Wealth Management
New York
$9K +$9K +25 New
FEG
2441
Financial Enhancement Group
Indiana
$9K +$8.65K +25 +2,500%
EIP
2442
Ellis Investment Partners
Pennsylvania
$8K
SL
2443
Savior LLC
Massachusetts
$8K +$6.61K +19 +475%
CWM
2444
Cranbrook Wealth Management
Michigan
$8K +$8K +23 New
FA
2445
Financial Avengers
California
$7K
Q
2446
QVR
California
$6K -$209K -592 -97%
LGWM
2447
Litman Gregory Wealth Management
California
$6K
FI
2448
FormulaFolio Investments
Michigan
$5K -$5M -13,006 -100%
BA
2449
Bellwether Advisors
Nebraska
$5K
EWM
2450
Elite Wealth Management
Washington
$4.72K +$912 +2,561 +24%