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Mastercard

2,436 hedge funds and large institutions have $267B invested in Mastercard in 2020 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,003 increasing their positions, 846 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+190
Holders Change %
+8.46%
% of All Funds
43.22%
Holding in Top 10
334
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.7%
% of All Funds
5.93%
New
319
Increased
1,003
Reduced
846
Closed
99
Calls
$4.28B
Puts
$4.53B
Net Calls
-$249M
Net Calls Change
+$377M
Name Holding Trade Value Shares
Change
Shares
Change %
WS
901
Wedbush Securities
California
$6.06M -$170K -475 -3%
AAS
902
Avantax Advisory Services
Texas
$6.02M -$6.46M -18,076 -52%
BAM
903
Bell Asset Management
Australia
$5.99M +$301K +843 +5%
AIM
904
Allen Investment Management
New York
$5.99M +$7.14K +20 +0.1%
PGIM
905
Pacific Global Investment Management
California
$5.96M +$48.5K +136 +0.8%
OSNBOA
906
Old Second National Bank of Aurora
Illinois
$5.96M +$6.43K +18 +0.1%
TYCC
907
Texas Yale Capital Corp
Florida
$5.94M -$41K -115 -0.7%
WIA
908
Wealthstreet Investment Advisors
Texas
$5.93M
VFA
909
Valeo Financial Advisors
Indiana
$5.9M +$3.45M +22,195 +141%
PCM
910
Poehling Capital Management
Wisconsin
$5.9M +$793K +2,221 +16%
USAA
911
United Services Automobile Association
Texas
$5.87M +$5.87M +20,087 New
KPWS
912
Kestra Private Wealth Services
Texas
$5.87M +$740K +2,081 +14%
OCM
913
Oakwood Capital Management
California
$5.86M -$49.6K -139 -0.8%
RA
914
Rational Advisors
New York
$5.86M +$3.53M +9,898 +152%
LJHT
915
Laurie J. Hall Trustee
$5.84M -$36K -101 -0.6%
MCWS
916
McKinley Carter Wealth Services
West Virginia
$5.84M +$350K +980 +6%
CNC
917
Canandaigua National Corp
New York
$5.84M -$34.3K -96 -0.6%
SCM
918
Shelton Capital Management
Colorado
$5.83M -$13.7M -38,277 -70%
FA
919
FMA Advisory
Pennsylvania
$5.81M +$38.9K +109 +0.7%
ERWM
920
Elk River Wealth Management
Colorado
$5.8M +$5.8M +16,245 New
BI
921
Berkeley Inc
Idaho
$5.77M +$5.77M +16,155 New
CCM
922
Condor Capital Management
New Jersey
$5.76M +$1.43K +4 +0%
GI
923
Gradient Investments
Minnesota
$5.73M -$61.5K -182 -1%
MCM
924
Mitchell Capital Management
Kansas
$5.69M +$2.29M +6,417 +67%
BP
925
Broadleaf Partners
Ohio
$5.69M +$11.4K +32 +0.2%