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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 %
CDIA
2401
Capital Directions Investment Advisors
Georgia
$11K
MFT
2402
Moisand Fitzgerald Tamayo
Florida
$11K
SCA
2403
Stuart Chaussee & Associates
California
$10K
TVWM
2404
Tower View Wealth Management
Wisconsin
$9K
ARMC
2405
American Research & Management Company
Massachusetts
$9K
UFF
2406
USA Financial Formulas
Michigan
$9K +$9K +24 New
ACA
2407
Atlas Capital Advisors
Wyoming
$8.57K +$8.57K +24 New
EIP
2408
Ellis Investment Partners
Pennsylvania
$8K
APWA
2409
Atlas Private Wealth Advisors
New Jersey
$8K +$3.48K +10 +77%
TIAM2
2410
Tru Independence Asset Management 2
Oregon
$8K +$8K +23 New
FI
2411
Fosun International
China
$7.03K
FA
2412
Financial Avengers
California
$7K +$7K +20 New
LGWM
2413
Litman Gregory Wealth Management
California
$6K
SSWG
2414
Seven Springs Wealth Group
Tennessee
$6K +$6K +17 New
BA
2415
Bellwether Advisors
Nebraska
$5K +$5K +16 New
BCH
2416
Berkshire Capital Holdings
California
$4K -$65.1M -162,680 -100%
IA
2417
Inspire Advisors
Idaho
$4K +$4K +11 New
LIM
2418
Longfellow Investment Management
Massachusetts
$4K +$4K +11 New
DWM
2419
Defined Wealth Management
Oregon
$4K +$4K +12 New
HF
2420
Halpern Financial
Virginia
$3.57K -$3.57K -10 -50%
CCM
2421
Copeland Capital Management
Pennsylvania
$3K
OAJ
2422
Ogorek Anthony Joseph
New York
$3K
TCWA
2423
Ten Capital Wealth Advisors
Washington
$3K +$3K +8 New
PCTC
2424
Perkins Coie Trust Company
Washington
$2K
CIA
2425
CSat Investment Advisory
Michigan
$1K -$752K -3,006 -100%