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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 %
OMC
951
Overbrook Management Corp
New York
$5.19M -$3.79M -10,604 -42%
COI
952
Connable Office Inc
Michigan
$5.15M -$29.6K -83 -0.6%
RCM
953
Riverpark Capital Management
New York
$5.13M
CG
954
CFO4Life Group
Texas
$5.1M +$357 +1 +0%
LOPW
955
Live Oak Private Wealth
North Carolina
$5.09M +$2.86K +8 +0.1%
HAG
956
HighPoint Advisor Group
Illinois
$5.09M +$1.29M +3,872 +34%
CQS
957
Credential Qtrade Securities
$5.08M -$2.5K -7 -0%
SNT
958
Security National Trust
West Virginia
$5.05M +$58.9K +165 +1%
RC
959
RegentAtlantic Capital
New Jersey
$5.04M +$1.08M +3,016 +27%
WIC
960
Willis Investment Counsel
Georgia
$5.02M +$1.71M +4,784 +52%
LFAS
961
Level Four Advisory Services
Texas
$5M -$625K -1,751 -11%
FPB
962
First PREMIER Bank
South Dakota
$4.96M +$167K +469 +3%
DAS
963
Dynamic Advisor Solutions
Arizona
$4.95M -$126K -353 -2%
CA
964
Clearstead Advisors
Ohio
$4.95M +$232K +649 +5%
BOTW
965
Bank of the West
California
$4.94M -$87.1K -244 -2%
OPS
966
Orion Portfolio Solutions
Nebraska
$4.92M +$1.52M +4,260 +45%
WCA
967
Waratah Capital Advisors
Ontario, Canada
$4.91M -$12.3M -34,550 -72%
AWM
968
Affinity Wealth Management
Delaware
$4.91M +$131K +403 +3%
CI
969
Conning Inc
Connecticut
$4.9M -$127K -355 -3%
IRAG
970
Investment Research & Advisory Group
Georgia
$4.9M +$17.1K +48 +0.4%
BG
971
Bahl & Gaynor
Ohio
$4.89M +$29.3K +82 +0.6%
PNAA
972
Pictet North America Advisors
Switzerland
$4.89M +$304K +852 +7%
TW
973
Transform Wealth
Colorado
$4.88M -$2.59M -7,262 -35%
First Manhattan
974
First Manhattan
New York
$4.87M +$275K +770 +6%
ISL
975
Ingalls & Snyder LLC
New York
$4.86M -$158K -442 -3%