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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 %
SFPG
1376
Stonebridge Financial Planning Group
Florida
$1.83M +$71.4K +200 +4%
AIC
1377
Ayalon Insurance Company
Israel
$1.83M +$10.3K +29 +0.6%
CAM
1378
Centre Asset Management
New York
$1.82M -$2.75M -7,710 -60%
TP
1379
Tranquility Partners
Tennessee
$1.82M +$183K +514 +11%
BPM
1380
Bowling Portfolio Management
Ohio
$1.82M -$141K -395 -7%
IFAM
1381
Institutional & Family Asset Management
Colorado
$1.81M
KCM
1382
Kendall Capital Management
Maryland
$1.79M -$78.5K -220 -4%
UMC
1383
United Maritime Capital
New York
$1.79M +$1.79M +5,005 New
BLAM
1384
Bourne Lent Asset Management
New York
$1.78M +$1.78M +4,998 New
CCA
1385
Cobblestone Capital Advisors
New York
$1.78M -$58.2K -163 -3%
HB
1386
Homrich & Berg
Georgia
$1.78M +$464K +1,299 +35%
WBC
1387
West Branch Capital
Massachusetts
$1.76M +$31.4K +88 +2%
IWS
1388
Insight Wealth Strategies
California
$1.76M +$94.2K +264 +6%
IEFM
1389
IQ EQ Fund Management
Ireland
$1.76M -$63.5K -178 -3%
AWM
1390
Apollon Wealth Management
South Carolina
$1.75M +$1.27M +3,552 +261%
FL
1391
Fort LP
Maryland
$1.75M +$388K +1,086 +28%
DBRC
1392
D.B. Root & Company
Pennsylvania
$1.74M -$359K -1,007 -17%
MFG
1393
Merit Financial Group
Georgia
$1.74M -$242K -677 -12%
5L
1394
55I LLC
Massachusetts
$1.73M +$1.51M +4,244 +690%
MCIA
1395
Mountain Capital Investment Advisors
Colorado
$1.73M -$516K -1,481 -23%
AF
1396
Allworth Financial
California
$1.72M +$714 +2 +0%
MFGM
1397
Marshall Financial Group (Maryland)
Maryland
$1.72M +$1.72M +4,808 New
AIA
1398
Avalon Investment & Advisory
Texas
$1.71M -$888K -2,488 -34%
FMII
1399
Farmers & Merchants Investments Inc
Nebraska
$1.7M +$10K +28 +0.6%
SMH
1400
Sanders Morris Harris
Texas
$1.7M +$384K +1,100 +29%