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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 %
AFS
2451
Annapolis Financial Services
Maryland
$162K -$9.36K -26 -5%
AJ
2452
Ashburton (Jersey)
Jersey
$160K
EL
2453
EMFO LLC
Florida
$160K
BC
2454
Burleson & Co
California
$159K +$360 +1 +0.2%
C
2455
Covestor
United Kingdom
$158K +$158K +440 New
OA
2456
Operose Advisors
Wisconsin
$156K +$156K +435 New
WPA
2457
West Paces Advisors
Georgia
$156K +$27.7K +77 +22%
CFD
2458
Creative Financial Designs
Indiana
$153K -$193K -537 -56%
NR
2459
Newfound Research
Massachusetts
$152K +$38.2K +106 +34%
PO
2460
Private Ocean
California
$151K +$3.6K +10 +2%
GWMIA
2461
Global Wealth Management Investment Advisory
Florida
$150K -$34.2K -95 -19%
SIC
2462
SJS Investment Consulting
Ohio
$149K +$149K +416 New
HIM
2463
Hillsdale Investment Management
Ontario, Canada
$148K -$55K -153 -27%
EARNEST Partners
2464
EARNEST Partners
Georgia
$148K
FFA
2465
Freedman Financial Associates
Massachusetts
$148K +$113K +313 +319%
BIA
2466
Bell Investment Advisors
California
$147K +$32.6K +91 +29%
JWM
2467
Janiczek Wealth Management
Colorado
$146K -$5.03K -14 -3%
CAM
2468
CenterStar Asset Management
Illinois
$146K -$640K
PCFFS
2469
Pacific Center for Financial Services
California
$145K +$64.6K +179 +80%
SMG
2470
Spectrum Management Group
Indiana
$144K -$114K -317 -44%
HCM
2471
Highlander Capital Management
New Jersey
$144K
PH
2472
Pinnacle Holdings
Oklahoma
$144K
PWMG
2473
Prestige Wealth Management Group
New Jersey
$142K -$77.5K -216 -35%
AWM
2474
Accel Wealth Management
Iowa
$142K +$76.6K +213 +117%
OBWP
2475
O'Brien Wealth Partners
Massachusetts
$140K +$6.74K +18 +5%