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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 %
JFA
2301
JNBA Financial Advisors
Minnesota
$103K -$71.3K -200 -41%
TC
2302
Trust Company
Kansas
$103K -$41.3K -116 -29%
AWM
2303
Accel Wealth Management
Iowa
$102K +$102K +285 New
KFS
2304
Kelly Financial Services
Massachusetts
$101K +$8.2K +23 +9%
LWM
2305
Liberty Wealth Management
California
$100K +$4.18K +13 +4%
PCH
2306
PGIM Custom Harvest
New Jersey
$94K +$94K +282 New
ST
2307
Sageworth Trust
Pennsylvania
$89K
LGA
2308
Lebenthal Global Advisors
New York
$87K +$87K +245 New
EWA
2309
Evolution Wealth Advisors
Florida
$85K +$14.2K +40 +20%
CWA
2310
Clearview Wealth Advisors
Oregon
$84K +$84K +235 New
SIC
2311
Salem Investment Counselors
North Carolina
$81K +$23.2K +65 +40%
PCFFS
2312
Pacific Center for Financial Services
California
$79K +$37.7K +106 +91%
SIS
2313
Sound Income Strategies
Florida
$75K +$6.43K +18 +9%
JPLA
2314
Joseph P. Lucia & Associates
New York
$74K +$74K +208 New
AWM
2315
AllSquare Wealth Management
New York
$72K
SIAP
2316
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K
GCM
2317
Gladius Capital Management
Illinois
$72K +$72K +200 New
HWM
2318
HighMark Wealth Management
Minnesota
$71K
CAL
2319
Capital Advisors Ltd
Ohio
$71K
BII
2320
Bainco International Investors
Massachusetts
$68K +$68K +189 New
HDIM
2321
Hanson & Doremus Investment Management
Vermont
$67K
FMP
2322
Financial Management Professionals
Texas
$67K +$4.3K +12 +7%
CAGAS
2323
Capital Advisory Group Advisory Services
Minnesota
$67K +$11.7K +33 +21%
TF
2324
TimeScale Financial
Massachusetts
$66K
MHR
2325
Matthew Hamilton Rosenberg
$66K