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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 %
PIM
1976
Profit Investment Management
Maryland
$425K +$17.8K +50 +4%
CL
1977
Choreo LLC
Illinois
$423K +$8.57K +24 +2%
MSFP
1978
Mark Sheptoff Financial Planning
Connecticut
$423K +$92.8K +260 +28%
B
1979
Bellecapital
Switzerland
$423K +$177K +496 +72%
RWA
1980
Redhawk Wealth Advisors
Minnesota
$421K +$176K +493 +72%
AWE
1981
Avidian Wealth Enterprises
Texas
$420K +$11.4K +32 +3%
MG
1982
Mather Group
Illinois
$418K +$8.22K +23 +2%
AAM
1983
Aureus Asset Management
Massachusetts
$415K
EPA
1984
Element Pointe Advisors
Florida
$414K
CC
1985
Courier Capital
New York
$414K -$14.6K -41 -3%
HFM
1986
Hartford Financial Management
Connecticut
$414K -$713 -2 -0.2%
HCP
1987
Hexagon Capital Partners
Arkansas
$414K
CA
1988
Crumly & Associates
Illinois
$413K -$546K -1,661 -57%
BWM
1989
BCS Wealth Management
Tennessee
$411K -$61.4K -172 -13%
FHA
1990
First Horizon Advisors
Tennessee
$411K -$19.2K -54 -4%
CC
1991
Callan Capital
California
$411K
SIM
1992
Sonora Investment Management
Arizona
$408K +$30K +84 +8%
POIA
1993
Pin Oak Investment Advisors
Texas
$407K +$17.5K +49 +4%
VWM
1994
Valley Wealth Managers
New Jersey
$404K -$37.4K -105 -8%
RCA
1995
Rowland Carmichael Advisors
Arizona
$404K +$404K +1,132 New
CCA
1996
Conestoga Capital Advisors
Pennsylvania
$403K -$30.3K -85 -7%
CCB
1997
Cutter & Co Brokerage
Missouri
$403K +$8.92K +25 +2%
TIS
1998
Tortoise Index Solutions
Kansas
$401K +$62.5K +175 +18%
WCWM
1999
Willow Creek Wealth Management
California
$398K +$4.28K +12 +1%
WCA
2000
Westover Capital Advisors
Delaware
$397K -$45.7K -128 -10%