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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 %
VWM
2226
Vigilare Wealth Management
Arizona
$214K -$357K -1,000 -63%
HCM
2227
Heathbridge Capital Management
Ontario, Canada
$214K -$71.3K -200 -25%
QC
2228
QCM Cayman
Texas
$214K -$69.6K -195 -25%
W
2229
Wealthquest
Ohio
$214K +$214K +600 New
SP
2230
Successful Portfolios
Florida
$213K
OBWP
2231
O'Brien Wealth Partners
Massachusetts
$213K +$213K +600 New
BAM
2232
Bellevue Asset Management
Washington
$212K -$32.6K -100 -13%
PWMG
2233
Prestige Wealth Management Group
New Jersey
$212K -$22.5K -63 -10%
AFM
2234
Andesa Financial Management
Pennsylvania
$212K -$20.2K -57 -9%
SWP
2235
Strategic Wealth Partners
Ohio
$212K
CWP
2236
Concord Wealth Partners
Virginia
$212K +$212K +595 New
BDF
2237
Black Diamond Financial
Maryland
$211K -$4.65K -13 -2%
PD
2238
Planning Directions
Pennsylvania
$211K
LWP
2239
Legacy Wealth Planning
Nevada
$211K
LB
2240
Leo Brokerage
Texas
$211K +$211K +592 New
CA
2241
Crewe Advisors
Utah
$210K +$21.5K +60 +11%
CC
2242
Centiva Capital
New York
$209K -$1.05M -2,939 -83%
CPIA
2243
Cornell Pochily Investment Advisors
New York
$209K +$209K +585 New
AIA
2244
AIMZ Investment Advisors
California
$208K +$208K +584 New
TEC
2245
Tiger Eye Capital
Tennessee
$207K -$29.4M -82,408 -99%
APA
2246
Allegiant Private Advisors
Florida
$207K +$207K +581 New
M
2247
MOTCO
Texas
$205K +$1.43K +4 +0.7%
CCM
2248
Compton Capital Management
Rhode Island
$205K +$205K +575 New
WIA
2249
World Investment Advisors
California
$205K +$205K +601 New
KPWG
2250
KFA Private Wealth Group
Virginia
$204K -$37.2K -104 -15%