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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 %
WIS
1126
Wright Investors Service
Connecticut
$3.31M -$995K -2,789 -23%
YAM
1127
Yacktman Asset Management
Texas
$3.31M
SF
1128
Symphony Financial
Texas
$3.31M +$197K +560 +6%
IWC
1129
Integrated Wealth Concepts
Massachusetts
$3.3M +$183K +513 +6%
LBD
1130
Landsberg Bennett & Dubbaneh
Florida
$3.3M +$90.3K +253 +3%
CBN
1131
Cadence Bank NA
Texas
$3.3M +$71K +199 +2%
GIA
1132
Granite Investment Advisors
New Hampshire
$3.27M -$852K -2,387 -21%
SWM
1133
SVA Wealth Management
Wisconsin
$3.25M -$1.31M -3,670 -29%
KFC
1134
Klingenstein Fields & Co
New York
$3.25M -$286K -800 -8%
EF
1135
Empirical Finance
Pennsylvania
$3.22M +$559K +1,567 +21%
OCM
1136
Olstein Capital Management
New York
$3.21M -$1.07M -3,000 -25%
ALAM
1137
Asahi Life Asset Management
Japan
$3.21M +$2.28M +6,390 +245%
BSW
1138
Buckingham Strategic Wealth
Missouri
$3.2M +$1.4M +3,913 +77%
SA
1139
Sicart Associates
New York
$3.2M +$145K +406 +5%
ST
1140
Smithfield Trust
Pennsylvania
$3.19M -$186K -521 -6%
PAM
1141
Peak Asset Management
Colorado
$3.19M +$11.8K +33 +0.4%
VCM
1142
Virtue Capital Management
Tennessee
$3.17M -$49.3K -138 -2%
RCAG
1143
Rehmann Capital Advisory Group
Michigan
$3.15M -$53.2K -149 -2%
PCA
1144
Peddock Capital Advisors
Massachusetts
$3.15M -$15.7K -44 -0.5%
FTDI
1145
First Trust Direct Indexing
Massachusetts
$3.15M +$3.15M +8,813 New
CWM
1146
CMH Wealth Management
New Hampshire
$3.14M -$56K -157 -2%
GIA
1147
GHP Investment Advisors
Colorado
$3.14M -$40.3K -113 -1%
JSC
1148
Jackson Square Capital
California
$3.14M +$45.7K +128 +1%
AA
1149
ALPS Advisors
Colorado
$3.14M +$1.75M +4,906 +127%
BP
1150
Ballentine Partners
Massachusetts
$3.12M -$459K -1,285 -13%