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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 %
HGWM
2326
Harvest Group Wealth Management
Massachusetts
$66K +$13.8K +39 +27%
AFG
2327
Albion Financial Group
Utah
$65K +$65K +183 New
CP
2328
Corbenic Partners
Pennsylvania
$64K
BHWM
2329
Bay Harbor Wealth Management
Maryland
$63K +$7.48K +21 +13%
DWMG
2330
DB Wealth Management Group
California
$60K +$60K +167 New
GLLW
2331
Graves Light Lenhart Wealth
Virginia
$60K +$60K +169 New
MA
2332
MCF Advisors
Kentucky
$59K -$51.8K -145 -47%
MGIM
2333
M&G Investment Management
United Kingdom
$57.5K +$1.4K +3,934 +3%
SWA
2334
SOA Wealth Advisors
New York
$57K +$57K +171 New
AWM
2335
Avondale Wealth Management
Texas
$54K
BWA
2336
Burt Wealth Advisors
Maryland
$54K +$23.4K +65 +76%
CPFP
2337
Clear Perspectives Financial Planning
Ohio
$54K +$54K +150 New
SIAG
2338
Signet Investment Advisory Group
Rhode Island
$54K +$54K +150 New
BWM
2339
Birchcreek Wealth Management
Ohio
$54K +$54K +152 New
LAS
2340
Lloyd Advisory Services
Georgia
$53K -$1.79K -5 -3%
GM
2341
GeoWealth Management
Illinois
$53K +$53K +153 New
FGAM
2342
Financial Gravity Asset Management
Texas
$52K +$52K +142 New
CTFG
2343
Capstone Triton Financial Group
Oklahoma
$52K +$52K +146 New
MC
2344
Maverick Capital
Texas
$51K -$1.34M -3,775 -96%
TJHA
2345
Thomas J. Herzfeld Advisors
Florida
$51K +$29.8K +83 +141%
AP
2346
Arlington Partners
Alabama
$51K +$51K +142 New
CWM
2347
Curi Wealth Management
North Carolina
$51K +$51K +145 New
SWM
2348
Sugarloaf Wealth Management
Georgia
$50K
EWM
2349
Endurance Wealth Management
Rhode Island
$50K +$26.8K +75 +115%
FRA
2350
Front Row Advisors
California
$47K