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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 %
BFS
1426
Bard Financial Services
Connecticut
$1.56M +$1.56M +4,370 New
YIA
1427
YHB Investment Advisors
Connecticut
$1.54M +$28.9K +81 +2%
IGGA
1428
Iron Gate Global Advisors
Utah
$1.54M +$713 +2 +0%
BWL
1429
Bogart Wealth LLC
Virginia
$1.53M +$291K +815 +23%
AMCA
1430
Arthur M. Cohen & Associates
Illinois
$1.53M +$44.6K +125 +3%
AWA
1431
Arkadios Wealth Advisors
Georgia
$1.52M -$61.4K -172 -4%
JCM
1432
Jacobsen Capital Management
Utah
$1.52M
VAG
1433
VisionPoint Advisory Group
Texas
$1.52M +$1.52M +4,261 New
MSS
1434
Mitchell Sinkler & Starr
Pennsylvania
$1.52M -$164K -460 -10%
SW
1435
SteelPeak Wealth
California
$1.52M +$185K +519 +14%
BP
1436
BBR Partners
New York
$1.51M +$18.9K +53 +1%
CCM
1437
Cox Capital Management
Massachusetts
$1.51M +$48.6K +136 +3%
DA
1438
Doliver Advisors
Texas
$1.51M +$135K +379 +10%
WG
1439
Welch Group
Alabama
$1.51M +$182K +509 +14%
KPW
1440
Kore Private Wealth
New York
$1.51M +$490K +1,373 +48%
Assenagon Asset Management
1441
Assenagon Asset Management
Luxembourg
$1.51M +$567K +1,587 +60%
AIC
1442
Archer Investment Corporation
Indiana
$1.5M -$17.8K -50 -1%
MTC
1443
McDaniel Terry & Co
Texas
$1.5M +$81.8K +229 +6%
PA
1444
Procyon Advisors
Connecticut
$1.5M +$91K +255 +6%
MBTD
1445
Mechanics Bank - Trust Department
California
$1.49M +$48.6K +136 +3%
HI
1446
Handelsinvest Investeringsforvaltning
Denmark
$1.49M +$108K +303 +8%
SFP
1447
Sandbox Financial Partners
Maryland
$1.49M +$1.49M +4,174 New
CCM
1448
Coldstream Capital Management
Washington
$1.49M +$387K +1,084 +35%
VCM
1449
Violich Capital Management
California
$1.48M
OA
1450
Oak Associates
Ohio
$1.48M