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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 %
TIM
351
Thornburg Investment Management
New Mexico
$48.8M -$21.6M -59,405 -31%
BSA
352
Braun Stacey Associates
New York
$48.4M +$18.9M +52,033 +64%
NYLIM
353
New York Life Investment Management
New York
$48.3M -$279K -769 -0.6%
MML Investors Services
354
MML Investors Services
Massachusetts
$48.1M -$8.18M -22,497 -15%
ZCM
355
Ziegler Capital Management
Illinois
$47.6M +$220K +606 +0.5%
TIA
356
Tandem Investment Advisors
South Carolina
$47.5M +$1.16M +3,204 +3%
ACM
357
Alta Capital Management
Utah
$47.5M -$2.3M -6,328 -5%
SC
358
Scotia Capital
Ontario, Canada
$47.4M -$914K -2,516 -2%
CIBC Asset Management
359
CIBC Asset Management
Ontario, Canada
$47.2M -$347K -956 -0.7%
WDA
360
Wendell David Associates
New Hampshire
$46.9M -$570K -1,568 -1%
AAM
361
Advisors Asset Management
Colorado
$46.2M -$4.88M -13,431 -10%
HFS
362
Hantz Financial Services
Michigan
$46.1M -$473K -1,301 -1%
ACM
363
Academy Capital Management
Texas
$45.6M -$128K -351 -0.3%
ELI
364
Empire Life Investments
Ontario, Canada
$45.3M -$6.46M -17,769 -12%
FA
365
FDx Advisors
Illinois
$45.1M
Holocene Advisors
366
Holocene Advisors
New York
$45M -$141M -386,804 -76%
TAM
367
Troy Asset Management
United Kingdom
$44.8M -$13M -35,720 -22%
BMO
368
Beck Mack & Oliver
New York
$44.1M -$882K -2,428 -2%
AAM
369
AMI Asset Management
California
$44.1M -$580K -1,595 -1%
MOACM
370
Mutual of America Capital Management
New York
$43.9M -$192K -528 -0.4%
DWM
371
Destination Wealth Management
California
$43M -$670K -1,844 -2%
YCM
372
Yousif Capital Management
Michigan
$42.5M -$3.54M -9,744 -8%
CIC
373
Carnegie Investment Counsel
Ohio
$42M +$801K +2,203 +2%
Artisan Partners
374
Artisan Partners
Wisconsin
$41.7M -$175K -482 -0.4%
SEIA
375
Signature Estate & Investment Advisors
California
$41.7M -$2.34M -6,440 -5%