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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 %
LWAC
1626
Laurel Wealth Advisors (California)
California
$954K -$21.1K -59 -2%
TCM
1627
Tributary Capital Management
Nebraska
$953K -$28.6K -80 -3%
EFS
1628
Essex Financial Services
Connecticut
$949K +$6.43K +18 +0.7%
SGI
1629
Summit Global Investments
Utah
$949K +$268K +751 +39%
PFG
1630
PAX Financial Group
Texas
$949K +$379K +1,062 +66%
Cohen & Steers
1631
Cohen & Steers
New York
$948K +$140K +392 +17%
RWP
1632
RWA Wealth Partners
Massachusetts
$945K -$106K -296 -10%
F
1633
F3Logic
Minnesota
$945K +$67.6K +189 +8%
MAWCM
1634
Mine & Arao Wealth Creation & Management
California
$944K +$1.07K +3 +0.1%
RMDI
1635
R.M. Davis Inc
Maine
$943K +$128K +358 +16%
SMFG
1636
Sumitomo Mitsui Financial Group
Japan
$940K -$2.01M -5,785 -68%
GIA
1637
Gladstone Institutional Advisory
Florida
$935K -$142K -398 -13%
BWM
1638
Buckley Wealth Management
Nevada
$933K -$5.35K -15 -0.6%
IDBONY
1639
Israel Discount Bank of New York
New York
$932K -$252K -706 -21%
KLCM
1640
KG&L Capital Management
Louisiana
$930K +$510K +1,430 +121%
CCM
1641
Consolidated Capital Management
California
$929K -$190K -532 -17%
ETC
1642
Exchange Traded Concepts
Oklahoma
$924K +$855K +2,395 +1,241%
JWCA
1643
J.W. Cole Advisors
Florida
$923K -$1.45M -4,057 -61%
WAG
1644
Winthrop Advisory Group
Massachusetts
$922K +$78.6K +220 +9%
KIA
1645
KCM Investment Advisors
California
$913K +$59.2K +166 +7%
HH
1646
HWG Holdings
Texas
$907K -$433K -1,213 -32%
PCP
1647
Proficio Capital Partners
Massachusetts
$907K +$16.1K +45 +2%
PWLP
1648
Prio Wealth Limited Partnership
Massachusetts
$904K -$5.35K -15 -0.6%
IIM
1649
Ipswich Investment Management
Massachusetts
$901K -$35.7K -100 -4%
FFWA
1650
FRG Family Wealth Advisors
Washington
$900K -$21.4K -60 -2%