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Mastercard

2,714 hedge funds and large institutions have $263B invested in Mastercard in 2023 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 1,001 increasing their positions, 1,142 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,714
Holders Change
+22
Holders Change %
+0.82%
% of All Funds
43.44%
Holding in Top 10
316
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-9.97%
% of All Funds
5.06%
New
172
Increased
1,001
Reduced
1,142
Closed
93
Calls
$3.45B
Puts
$3B
Net Calls
+$453M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
SAS
2576
Stelac Advisory Services
New York
$102K +$102K +282 New
RDFA
2577
Ritter Daniher Financial Advisory
Ohio
$101K
TLCM
2578
Twin Lakes Capital Management
California
$99.1K +$363 +1 +0.4%
AA
2579
Addison Advisors
Vermont
$98.5K -$1.45K -4 -1%
BCMLT
2580
Beacon Capital Management LLC (Tennessee)
Tennessee
$96.7K -$6.18K -17 -6%
AWM
2581
Activest Wealth Management
Florida
$95.4K -$1.23M -3,414 -93%
LSA
2582
Lansing Street Advisors
Pennsylvania
$92.2K
HCM
2583
Highlander Capital Management
New Jersey
$92K -$35.3K -97 -28%
MHR
2584
Matthew Hamilton Rosenberg
$89K
ST
2585
Sageworth Trust
Pennsylvania
$87.9K
WAM
2586
Worth Asset Management
Texas
$87.9K
PPWM
2587
PFG Private Wealth Management
Florida
$86.1K +$363 +1 +0.4%
Commonwealth Equity Services
2588
Commonwealth Equity Services
Massachusetts
$85.9K +$1.52K +4,187 +2%
PG
2589
Proffitt & Goodson
Tennessee
$85.8K -$49.8K -137 -37%
GCGDR
2590
Geo Capital Gestora de Recursos
Brazil
$85K -$15.2K -42 -15%
BLC
2591
Brown, Lisle/Cummings
Rhode Island
$83.6K
VWM
2592
Valley Wealth Managers
New Jersey
$83.2K -$58.9K -162 -41%
AFS
2593
Annapolis Financial Services
Maryland
$81.8K
HWM
2594
HighMark Wealth Management
Minnesota
$76.3K
AIC
2595
Ayalon Insurance Company
Israel
$74K -$1.13M -3,118 -94%
EA
2596
Evolution Advisers
Virginia
$74K
LSV Asset Management
2597
LSV Asset Management
Illinois
$73K
JC
2598
JCSD Capital
California
$72.7K -$131K -360 -64%
CSWM
2599
Cassady Schiller Wealth Management
Ohio
$72.7K
SSC
2600
Syverson Strege & Co
Iowa
$69.1K +$25.5K +70 +58%