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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 %
ACM
2251
Allred Capital Management
Texas
$204K +$204K +573 New
BHBT
2252
Burke & Herbert Bank & Trust
Virginia
$203K +$203K +568 New
OWA
2253
Opal Wealth Advisors
New York
$203K +$203K +569 New
PFA
2254
Pure Financial Advisors
California
$203K +$203K +570 New
RGC
2255
Roberts, Glore & Co
Illinois
$203K +$203K +571 New
LAM
2256
Lountzis Asset Management
Pennsylvania
$202K
FAT
2257
First American Trust
California
$200K -$73.9K -208 -27%
GC
2258
Garde Capital
Washington
$193K +$193K +542 New
MF
2259
Manchester Financial
California
$191K +$21.1K +59 +12%
SQA
2260
Simon Quick Advisors
New Jersey
$188K +$1.79K +5 +1%
SLF
2261
Sun Life Financial
Ontario, Canada
$186K -$4.29K -12 -2%
WFA
2262
West Financial Advisors
Iowa
$178K +$178K +500 New
JGIA
2263
Jackson Grant Investment Advisers
Connecticut
$173K +$118K +329 +212%
PO
2264
Private Ocean
California
$171K
MWP
2265
Meridian Wealth Partners
Pennsylvania
$170K -$4.98K -14 -3%
WWM
2266
Wolff Wiese Magana
California
$167K +$167K +470 New
TSW
2267
Thompson Siegel & Walmsley
Virginia
$164K -$1.78K -5 -1%
WPA
2268
West Paces Advisors
Georgia
$161K
AFS
2269
Annapolis Financial Services
Maryland
$161K +$161K +450 New
AA
2270
AlphaMark Advisors
Kentucky
$160K -$22.1K -62 -12%
FCFS
2271
First Command Financial Services
Texas
$157K +$16.8K +47 +12%
FCB
2272
First Command Bank
Texas
$157K +$16.8K +47 +12%
HI
2273
Human Investing
Oregon
$156K -$4.64K -13 -3%
HIM
2274
Hillsdale Investment Management
Ontario, Canada
$155K
SIMG
2275
Stephens Investment Management Group
Texas
$153K