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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 %
KCM
1951
Kathmere Capital Management
Pennsylvania
$447K +$2.86K +8 +0.6%
SAM
1952
Summit Asset Management
Tennessee
$447K +$111K +310 +33%
RCA
1953
Ranch Capital Advisors
Florida
$446K -$15.4K -43 -3%
MIM
1954
Moseley Investment Management
Florida
$442K -$108K -302 -20%
LF
1955
LifeSteps Financial
California
$442K +$36.4K +102 +9%
PWAG
1956
Polaris Wealth Advisory Group
California
$441K -$16.3M -45,995 -97%
SI
1957
Scharf Investments
California
$439K +$146K +408 +50%
SPIO
1958
Seven Post Investment Office
California
$437K +$21.4K +60 +5%
EWM
1959
Evermay Wealth Management
Virginia
$436K
KFGK
1960
Keystone Financial Group (Kentucky)
Kentucky
$436K +$3.93K +11 +0.9%
WAP
1961
Wealthcare Advisory Partners
Pennsylvania
$436K +$154K +430 +54%
RIM
1962
Redwood Investment Management
Arizona
$435K -$258K -723 -37%
AWM
1963
Aries Wealth Management
Maine
$434K
CIA
1964
Citadel Investment Advisory
Ohio
$434K +$434K +1,215 New
CT
1965
Columbia Trust
Oregon
$434K +$434K +1,221 New
LSPW
1966
Lake Street Private Wealth
Illinois
$433K
EAM
1967
Eagle Asset Management
Florida
$432K -$12.2M -34,087 -97%
NB
1968
NBT Bank
New York
$432K
RFN
1969
RDA Financial Network
Iowa
$431K +$199K +558 +86%
FFW
1970
Fusion Family Wealth
New York
$430K
XWM
1971
Xcel Wealth Management
Florida
$428K
MA
1972
MJP Associates
Connecticut
$428K +$428K +1,200 New
SCA
1973
Stonebridge Capital Advisors
Minnesota
$427K -$9.65K -27 -2%
SCI
1974
S&CO Inc
Massachusetts
$427K
CHA
1975
Carmichael Hill & Associates
Maryland
$427K +$714 +2 +0.2%