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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 %
CIA
2076
Compass Ion Advisors
Pennsylvania
$320K
TF
2077
Trek Financial
Arizona
$317K +$87.4K +245 +38%
BWM
2078
Bulltick Wealth Management
Florida
$316K +$316K +886 New
LRIA
2079
Leonard Rickey Investment Advisors
Washington
$315K -$2.85K -8 -0.9%
CAM
2080
Claret Asset Management
Quebec, Canada
$315K +$1.79K +5 +0.6%
CIM
2081
Contravisory Investment Management
Massachusetts
$314K -$35.7K -100 -10%
CAI
2082
Capital Advisors Inc
Oklahoma
$314K -$13.6K -38 -4%
ABTD
2083
Arvest Bank Trust Division
Oklahoma
$312K +$2.86K +8 +0.9%
PL
2084
Parthenon LLC
Kentucky
$310K
PB
2085
Pinnacle Bancorp
Nebraska
$309K
HG
2086
Harbor Group
New Hampshire
$307K +$307K +885 New
HCA
2087
Heck Capital Advisors
Wisconsin
$307K -$214K -600 -41%
JHCP
2088
Jackson Hole Capital Partners
Oklahoma
$304K
SC
2089
Shay Capital
New York
$301K +$301K +842 New
BFG
2090
Berger Financial Group
Minnesota
$301K +$301K +844 New
CFD
2091
Creative Financial Designs
Indiana
$300K +$7.5K +21 +3%
CCA
2092
Childress Capital Advisors
Texas
$300K +$300K +835 New
FCMT
2093
Founders Capital Management (Texas)
Texas
$300K +$300K +840 New
BOPW
2094
Brandywine Oak Private Wealth
Pennsylvania
$299K -$1.42K -4 -0.5%
LWA
2095
Lineweaver Wealth Advisors
Ohio
$299K +$299K +838 New
ACWM
2096
Adams Chetwood Wealth Management
North Carolina
$298K -$68.6K -192 -19%
BCM
2097
BTR Capital Management
California
$298K +$54.5K +153 +22%
PFWA
2098
Paces Ferry Wealth Advisors
Georgia
$297K -$5K -14 -2%
SDWMA
2099
Schneider Downs Wealth Management Advisors
Pennsylvania
$297K +$5.35K +15 +2%
VCM
2100
Versant Capital Management
Arizona
$296K