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Mastercard

2,607 hedge funds and large institutions have $307B invested in Mastercard in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,076 increasing their positions, 1,019 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,607
Holders Change
-22
Holders Change %
-0.84%
% of All Funds
41.26%
Holding in Top 10
269
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.25%
% of All Funds
4.26%
New
167
Increased
1,076
Reduced
1,019
Closed
161
Calls
$3.48B
Puts
$3.32B
Net Calls
+$158M
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIG
2426
Zullo Investment Group
Pennsylvania
$195K
KFS
2427
Kelly Financial Services
Massachusetts
$195K -$14.3K -40 -7%
VCM
2428
Versant Capital Management
Arizona
$194K -$2.51K -7 -1%
LWP
2429
Lumature Wealth Partners
Georgia
$191K -$228K -638 -54%
HIM
2430
Hillsdale Investment Management
Ontario, Canada
$190K +$42.9K +120 +29%
WFA
2431
West Financial Advisors
Iowa
$187K +$7.88K +22 +4%
RIM
2432
Rockbridge Investment Management
New York
$187K -$417K -1,145 -69%
DAL
2433
Delta Accumulation LLC
California
$186K
BHWM
2434
Beaird Harris Wealth Management
Texas
$185K -$7.86K -22 -4%
AIM
2435
Acropolis Investment Management
Missouri
$182K
SCA
2436
Sandy Cove Advisors
Massachusetts
$182K +$3.22K +9 +2%
GC
2437
Garde Capital
Washington
$181K +$8.6K +24 +5%
WPA
2438
West Paces Advisors
Georgia
$179K +$23.9K +67 +15%
TAIM
2439
TD Ameritrade Investment Management
Nebraska
$179K +$53.5K +150 +43%
TSW
2440
Thompson Siegel & Walmsley
Virginia
$173K
JGIA
2441
Jackson Grant Investment Advisers
Connecticut
$173K
MWM
2442
Mascoma Wealth Management
New Hampshire
$171K +$110K +307 +180%
SWM
2443
Selective Wealth Management
Virginia
$167K -$89.9K -252 -35%
POIA
2444
Pin Oak Investment Advisors
Texas
$166K
CNBTD
2445
Citizens National Bank Trust Department
Mississippi
$165K
SC
2446
Seldon Capital
California
$162K
AFS
2447
Annapolis Financial Services
Maryland
$161K
OA
2448
Operose Advisors
Wisconsin
$161K +$5.37K +15 +3%
HCA
2449
Harbor Capital Advisors
Illinois
$161K +$161K +450 New
EL
2450
EMFO LLC
Florida
$159K