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Mastercard

2,767 hedge funds and large institutions have $282B invested in Mastercard in 2023 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 1,019 increasing their positions, 1,154 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,767
Holders Change
+53
Holders Change %
+1.95%
% of All Funds
43.64%
Holding in Top 10
311
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.58%
% of All Funds
4.9%
New
183
Increased
1,019
Reduced
1,154
Closed
104
Calls
$2.95B
Puts
$2.86B
Net Calls
+$90.9M
Net Calls Change
-$363M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
2551
KLR Investment Advisors
Rhode Island
$216K -$12.2K -31 -5%
SFC
2552
Strategic Financial Concepts
Texas
$215K -$9.83K -25 -4%
VCM
2553
Versant Capital Management
Arizona
$215K +$4.72K +12 +2%
VDI
2554
Vaughan David Investments
Illinois
$214K -$6.68K -17 -3%
FFBTD
2555
First Financial Bank - Trust Division
Ohio
$214K -$23.6K -60 -10%
NPF
2556
Norris Perne & French
Michigan
$213K +$213K +543 New
WBG
2557
Wharton Business Group
Pennsylvania
$213K -$106K -270 -33%
WB
2558
West Bancorporation
Iowa
$213K +$213K +541 New
LPAM
2559
Lodestar Private Asset Management
California
$213K +$213K +541 New
MIM
2560
Marco Investment Management
Georgia
$210K +$210K +534 New
CWM
2561
Castle Wealth Management
Florida
$209K +$209K +532 New
T
2562
TCWP
Ohio
$209K -$108K -275 -34%
TCM
2563
Traynor Capital Management
Pennsylvania
$209K -$26.3K -67 -11%
IBOK
2564
Independence Bank of Kentucky
Kentucky
$209K +$19.7K +50 +10%
IIC
2565
Integrated Investment Consultants
Michigan
$209K +$209K +531 New
BCM
2566
Brooktree Capital Management
Michigan
$208K -$8.65K -22 -4%
GJIA
2567
Glass Jacobson Investment Advisors
Maryland
$208K +$208K +529 New
RB
2568
Rodgers Brothers
Pennsylvania
$207K +$207K +526 New
HCM
2569
Heathbridge Capital Management
Ontario, Canada
$206K +$206K +525 New
IIA
2570
Integral Investment Advisors
California
$206K +$206K +525 New
VNB
2571
Virginia National Bank
Virginia
$206K +$206K +524 New
RCM
2572
RNC Capital Management
California
$206K -$60K -153 -23%
FEG
2573
Financial Enhancement Group
Indiana
$206K
FMP
2574
Financial Management Professionals
Texas
$205K -$32.6K -83 -14%
GA
2575
Gateway Advisory
New Jersey
$205K +$205K +521 New