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Mastercard

2,800 hedge funds and large institutions have $283B invested in Mastercard in 2023 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 1,107 increasing their positions, 1,089 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,800
Holders Change
+33
Holders Change %
+1.19%
% of All Funds
44.64%
Holding in Top 10
326
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.82%
% of All Funds
5.2%
New
162
Increased
1,107
Reduced
1,089
Closed
101
Calls
$3.87B
Puts
$2.93B
Net Calls
+$943M
Net Calls Change
+$852M
Name Holding Trade Value Shares
Change
Shares
Change %
CSS
2701
Cubist Systematic Strategies
Connecticut
$58.6K -$9.09M -22,967 -99%
NRG
2702
Nemes Rush Group
Michigan
$57.4K +$396 +1 +0.7%
VWM
2703
Valley Wealth Managers
New Jersey
$56.2K -$5.54K -14 -9%
GCGDR
2704
Geo Capital Gestora de Recursos
Brazil
$56K -$19.1K -48 -25%
WSC
2705
Wellington Shields & Co
New York
$55.4K
SWM
2706
Sugarloaf Wealth Management
Georgia
$55.4K
QL
2707
Quarry LP
New York
$55K +$55K +139 New
GWSA
2708
Global Wealth Strategies & Associates
Colorado
$54.2K
MCA
2709
Maryland Capital Advisors
Maryland
$53.4K -$7.92K -20 -13%
EWP
2710
Elevation Wealth Partners
California
$51.9K
NCM
2711
Northwest Capital Management
Oregon
$51.5K
FRA
2712
Front Row Advisors
California
$51.1K -$1.98K -5 -4%
EFMH
2713
E Fund Management (HK)
Hong Kong
$51K +$51K +128 New
PG
2714
Proffitt & Goodson
Tennessee
$48.3K
RG
2715
Retirement Group
California
$47.3K -$4.73K -12 -9%
RWM
2716
Ruedi Wealth Management
Illinois
$46.3K
FCT
2717
First Community Trust
Iowa
$46.3K
AW
2718
Avion Wealth
Texas
$46K +$3.87K +10 +9%
RFG
2719
RFP Financial Group
Georgia
$44.3K
IRC
2720
Investors Research Corp
Georgia
$42.4K
AWM
2721
AllSquare Wealth Management
New York
$39.6K -$1.19K -3 -3%
JAM
2722
JCIC Asset Management
Ontario, Canada
$39.6K
LFA
2723
Legend Financial Advisors
Pennsylvania
$39.6K
CFFP
2724
Center for Financial Planning
Michigan
$39.6K
TJHA
2725
Thomas J. Herzfeld Advisors
Florida
$39.2K +$34K +86 +662%