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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 %
LFA
1801
Legacy Financial Advisors
Kentucky
$627K +$41.7K +117 +7%
HC
1802
Hendley & Co
Ohio
$625K -$162K -453 -21%
VWA
1803
Visionary Wealth Advisors
Illinois
$624K +$364K +1,021 +140%
GAG
1804
GM Advisory Group
New York
$623K -$270K -756 -30%
EPWM
1805
Essex Private Wealth Management
Massachusetts
$622K +$356 +1 +0.1%
HGWM
1806
Horst & Graben Wealth Management
Oregon
$621K
RZH
1807
Relyea Zuckerberg Hanson
Connecticut
$619K -$118K -330 -16%
MAM
1808
McLean Asset Management
Virginia
$616K +$616K +1,725 New
TCM
1809
Tuttle Capital Management
Connecticut
$615K +$615K +1,722 New
RW
1810
REDW Wealth
New Mexico
$614K
TFM
1811
TFC Financial Management
Massachusetts
$614K +$22.5K +63 +4%
AIA
1812
Angeles Investment Advisors
California
$613K -$130K -363 -17%
TFS
1813
TrustCore Financial Services
Tennessee
$613K +$51K +143 +9%
BMCM
1814
Burns Matteson Capital Management
New York
$612K +$612K +1,714 New
TCM
1815
Tanaka Capital Management
New York
$609K
SAMT
1816
Select Asset Management & Trust
Pennsylvania
$605K +$605K +1,695 New
RCM
1817
Requisite Capital Management
Texas
$599K +$599K +1,678 New
DMC
1818
Drexel Morgan & Co
Pennsylvania
$598K +$180K +505 +43%
XM
1819
XTX Markets
New York
$597K +$597K +1,673 New
HPC
1820
Hobart Private Capital
North Carolina
$596K +$60K +168 +11%
WCM
1821
WealthBridge Capital Management
Ohio
$596K +$1.43K +4 +0.2%
WKWM
1822
Walter & Keenan Wealth Management
Indiana
$596K +$27.1K +76 +5%
CWS
1823
Cypress Wealth Services
California
$596K +$596K +1,669 New
MSR
1824
Main Street Research
Connecticut
$593K +$198K +556 +50%
BMWM
1825
Brown Miller Wealth Management
Virginia
$593K +$593K +1,660 New