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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 %
VC
1826
Vicus Capital
Pennsylvania
$590K +$17.8K +50 +3%
TWA
1827
TCI Wealth Advisors
Arizona
$589K +$15K +42 +3%
IA
1828
Insight Advisors
Pennsylvania
$589K +$589K +1,649 New
RCM
1829
Radnor Capital Management
Pennsylvania
$585K +$121K +340 +26%
PPP
1830
Private Portfolio Partners
New Jersey
$585K +$15.7K +44 +3%
ECA
1831
Endeavour Capital Advisors
Connecticut
$584K -$246K -689 -30%
NF
1832
Nikulski Financial
Iowa
$581K +$70.3K +197 +14%
AWP
1833
Accretive Wealth Partners
New Jersey
$580K +$580K +1,624 New
JSL
1834
JT Stratford LLC
Georgia
$579K -$150K -421 -21%
CM
1835
Capula Management
Cayman Islands
$579K +$579K +1,621 New
LWMM
1836
Legacy Wealth Management (Mississippi)
Mississippi
$577K
DWP
1837
Destiny Wealth Partners
Florida
$576K +$576K +1,613 New
B
1838
Bridgeworth
Alabama
$575K
IFO
1839
Independent Family Office
New York
$575K +$16.1K +45 +3%
GFS
1840
GYL Financial Synergies
Connecticut
$572K +$72.5K +203 +15%
GFPC
1841
Global Financial Private Client
Florida
$570K -$147K -411 -20%
SWA
1842
Stratos Wealth Advisors
Ohio
$567K +$37.9K +106 +7%
ED
1843
Exane Derivatives
France
$565K +$327K +915 +137%
PWM
1844
PBMares Wealth Management
Virginia
$563K
AM
1845
Atwater Malick
Pennsylvania
$563K
SW
1846
SkyOak Wealth
Michigan
$562K
CRWM
1847
Castle Rock Wealth Management
California
$562K +$42.1K +128 +8%
MKC
1848
M. Kraus & Co
Vermont
$561K +$1.78K +5 +0.3%
CA
1849
CGN Advisors
Kansas
$561K +$561K +1,571 New
PNC
1850
Park National Corp
Ohio
$560K +$16.1K +45 +3%