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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 %
BAM
2101
Berkshire Asset Management
Pennsylvania
$296K +$296K +828 New
RG
2102
Retirement Group
California
$295K -$278K -781 -49%
BWM
2103
Baystate Wealth Management
Massachusetts
$295K -$33.3K -93 -10%
GCP
2104
GSA Capital Partners
United Kingdom
$294K -$214K -598 -42%
RWMH
2105
Riverpoint Wealth Management Holdings
Illinois
$294K -$4.99K -14 -2%
APW
2106
Austin Private Wealth
Texas
$294K
CWM
2107
Campbell Wealth Management
Virginia
$293K -$56.3K -158 -16%
W
2108
WealthOne
New York
$292K +$3.57K +10 +1%
MWC
2109
MBM Wealth Consultants
Missouri
$290K -$89.9K -252 -24%
ZAM
2110
Zevin Asset Management
Massachusetts
$289K -$5K -14 -2%
WBG
2111
Wharton Business Group
Pennsylvania
$289K +$3.92K +11 +1%
SIA
2112
Soltis Investment Advisors
Utah
$289K +$57.9K +162 +25%
SIG
2113
Sargent Investment Group
Maryland
$288K -$936K -2,620 -76%
MPIA
2114
Mountain Pacific Investment Advisers
Idaho
$288K
FA
2115
Fortis Advisors
Pennsylvania
$288K +$12.5K +35 +5%
FPC
2116
Falcon Point Capital
California
$288K +$20K +56 +7%
BMCM
2117
Bryn Mawr Capital Management
Pennsylvania
$286K -$22.1K -62 -7%
BCM
2118
Bridgeway Capital Management
Texas
$286K
CCM
2119
Crossvault Capital Management
Texas
$286K
OWM
2120
Orgel Wealth Management
Wisconsin
$286K
CHA
2121
Cooper/Haims Advisors
New York
$286K +$71.4K +200 +33%
CC
2122
Constitution Capital
Connecticut
$286K +$286K +800 New
KCPG
2123
Kavar Capital Partners Group
Kansas
$285K -$7.14K -20 -2%
TVAMP
2124
Tennessee Valley Asset Management Partners
Tennessee
$284K +$284K +795 New
NL
2125
NWAM LLC
Washington
$284K +$284K +796 New