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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 %
VCM
2026
Vigilant Capital Management
Maine
$368K -$83.2K -233 -18%
CFO
2027
CVA Family Office
Colorado
$366K +$357 +1 +0.1%
NP
2028
NorthRock Partners
Minnesota
$365K +$27.5K +77 +8%
UBV
2029
United Bank (Virginia)
Virginia
$365K +$53.5K +150 +17%
OCM
2030
Orion Capital Management
California
$365K +$365K +1,022 New
SG
2031
StoneX Group
New York
$364K -$6.42K -18 -2%
GP
2032
Geneva Partners
Wisconsin
$364K
BL
2033
Balentine LLC
Georgia
$362K -$99.7K -279 -22%
CMO
2034
Covenant Multifamily Offices
Texas
$361K -$5.36K -15 -1%
VHAM
2035
Van Hulzen Asset Management
California
$359K -$4.04M -11,345 -92%
CP
2036
Coho Partners
Pennsylvania
$359K
PP
2037
PDS Planning
Ohio
$359K +$11.4K +32 +3%
GC
2038
Grace Capital
Massachusetts
$357K
PBT
2039
Pictet Bank & Trust
Bahamas
$357K +$357K +1,000 New
WWS
2040
Wellington Wealth Strategies
Indiana
$357K +$357K +836 New
MFW
2041
Meristem Family Wealth
Minnesota
$356K +$13.6K +38 +4%
CB
2042
Community Bank
New York
$355K +$1.78K +5 +0.5%
FP
2043
Financial Perspectives
Minnesota
$354K +$88.5K +248 +33%
FM
2044
Foster & Motley
Ohio
$354K +$107K +300 +43%
AWA
2045
AmeriServ Wealth Advisors
Pennsylvania
$354K +$354K +992 New
CISOA
2046
Capital Investment Services of America
Wisconsin
$353K -$35.7K -100 -9%
FSC
2047
Full Sail Capital
Oklahoma
$353K +$353K +1,078 New
ACM
2048
AlphaStar Capital Management
North Carolina
$352K -$2.33M -7,197 -87%
AC
2049
Avestar Capital
New York
$352K -$575K -1,611 -62%
NFG
2050
Nations Financial Group
Iowa
$352K -$492K -1,379 -58%