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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 %
SAM
1526
Silvercrest Asset Management
New York
$1.2M +$154K +430 +15%
W
1527
WealthStone
Ohio
$1.2M +$41.4K +116 +4%
MFA
1528
Mayflower Financial Advisors
Massachusetts
$1.2M +$1.2M +3,348 New
PFA
1529
Professional Financial Advisors
Nebraska
$1.19M +$369K +1,035 +45%
CWP
1530
Curated Wealth Partners
California
$1.19M +$1.19M +3,324 New
RWB
1531
RMR Wealth Builders
New Jersey
$1.18M -$569K -1,595 -33%
EI
1532
Ellevest Inc
New York
$1.18M +$787K +2,205 +200%
MWM
1533
Mission Wealth Management
California
$1.18M -$7.85K -22 -0.7%
MWM
1534
Modera Wealth Management
New Jersey
$1.17M +$877K +2,458 +298%
HT
1535
Heritage Trust
Oklahoma
$1.17M -$15.3K -43 -1%
WA
1536
Wealth Alliance
New York
$1.17M -$173K -485 -13%
EWA
1537
Encompass Wealth Advisors
Oregon
$1.17M +$1.17M +3,264 New
ACA
1538
Affinity Capital Advisors
California
$1.16M -$152K -425 -12%
BJL
1539
Brighton Jones LLC
Washington
$1.15M +$38.2K +107 +3%
OFW
1540
Omnia Family Wealth
Florida
$1.14M +$48.5K +136 +4%
CAAS
1541
Capital Asset Advisory Services
Michigan
$1.14M -$7.5K -21 -0.7%
SAMC
1542
Spectrum Asset Management (California)
California
$1.14M
WA
1543
Wambolt & Associates
Colorado
$1.14M +$21.8K +61 +2%
AIM
1544
Aigen Investment Management
New York
$1.14M +$656K +1,838 +137%
FNBSF
1545
First National Bank Sioux Falls
South Dakota
$1.13M -$21.8K -61 -2%
ECA
1546
Elevated Capital Advisors
Utah
$1.13M +$67.1K +188 +6%
CF
1547
Copperwynd Financial
Arizona
$1.13M +$45.3K +127 +4%
JFGIW
1548
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.12M +$138K +387 +14%
BCA
1549
Bray Capital Advisors
Florida
$1.12M
GLA
1550
Good Life Advisors
Pennsylvania
$1.11M +$9.22K +26 +0.8%