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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 %
KLI
1326
Kelman-Lazarov Inc
Tennessee
$2.04M -$35.7K -100 -2%
FHA
1327
Flagship Harbor Advisors
Massachusetts
$2.03M +$210K +589 +12%
BDF
1328
Balasa Dinverno & Foltz
$2.02M +$23.9K +67 +1%
SSI
1329
Scott & Selber Inc
Texas
$2.02M -$1.31M -3,674 -39%
FPA
1330
First Pacific Advisors
California
$2.02M -$141K -395 -7%
IPW
1331
Inlet Private Wealth
Florida
$2.02M
RWA
1332
Ropes Wealth Advisors
Massachusetts
$2.01M +$70K +196 +4%
AC
1333
Abbrea Capital
California
$2.01M +$209K +586 +12%
EH
1334
Equitable Holdings
New York
$2M +$73.5K +206 +4%
GAM
1335
Garrison Asset Management
Arkansas
$1.99M -$808K -2,265 -29%
HCM
1336
Howland Capital Management
Massachusetts
$1.99M -$46.4K -130 -2%
FAN
1337
Financial Advisors Network
California
$1.99M +$75.3K +211 +4%
NAG
1338
Northstar Advisory Group
New Jersey
$1.96M +$1.96M +5,498 New
WWM
1339
WT Wealth Management
Arizona
$1.96M +$428K +1,199 +28%
FWM
1340
Fairhaven Wealth Management
Illinois
$1.95M +$200K +561 +11%
PLFAM
1341
Pineno Levin & Ford Asset Management
Virginia
$1.95M -$35.7K -100 -2%
FMLI
1342
Fukoku Mutual Life Insurance
Japan
$1.95M -$950K -2,660 -33%
SFSIG
1343
San Francisco Sentry Investment Group
California
$1.95M +$3.57K +10 +0.2%
SW
1344
SlateStone Wealth
Florida
$1.94M -$1.74M -4,885 -47%
LNB
1345
Ledyard National Bank
$1.93M -$71.8K -201 -4%
PWPS
1346
Pinnacle Wealth Planning Services
Ohio
$1.93M -$23.2K -65 -1%
WPW
1347
Waldron Private Wealth
Pennsylvania
$1.92M -$114K -320 -6%
AP
1348
Appleton Partners
Massachusetts
$1.92M -$44.6K -125 -2%
MA
1349
Modus Advisors
Minnesota
$1.92M +$155K +435 +9%
CI
1350
CX Institutional
Indiana
$1.92M +$375K +1,050 +24%