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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 %
AAM
401
Ardevora Asset Management
United Kingdom
$40.7M -$34.5M -87,173 -46%
SMP
402
Santa Monica Partners
Florida
$40.5M
PI
403
PGGM Investments
Netherlands
$40.2M +$8.37M +21,149 +26%
DP
404
Dearborn Partners
Illinois
$39.7M +$287K +724 +0.7%
KWILP
405
Kiwi Wealth Investments Limited Partnership
New Zealand
$39.6M +$15.7M +39,620 +66%
SFG
406
Sather Financial Group
Texas
$39.5M +$1.92M +4,838 +5%
Federated Hermes
407
Federated Hermes
Pennsylvania
$39.3M +$2.63M +6,649 +7%
GC
408
Gillson Capital
Illinois
$38.9M +$38.9M +98,310 New
IMPI
409
Ilmarinen Mutual Pension Insurance
Finland
$38.8M
NAM
410
Nissay Asset Management
Japan
$38.8M +$1.06M +2,688 +3%
HTHT
411
Hemenway Trust Hemenway Trust
New Hampshire
$38.7M +$652K +1,648 +2%
CAM
412
Cresset Asset Management
Illinois
$37.7M +$3.76M +9,509 +11%
MIFH
413
Migdal Insurance & Financial Holdings
Israel
$37.6M -$19K -48 -0.1%
PFO
414
Pathstone Family Office
New Jersey
$37.4M +$21.9M +54,021 +141%
MFAM
415
Motley Fool Asset Management
Virginia
$37.4M +$56.6K +143 +0.2%
WA
416
WestEnd Advisors
North Carolina
$36.9M -$637K -1,608 -2%
PPC
417
Park Presidio Capital
California
$36.8M -$634K -1,601 -2%
ADEF
418
Adams Diversified Equity Fund
Maryland
$36.4M +$2.26M +5,700 +7%
BCM
419
Bowie Capital Management
Texas
$36.2M -$1.96M -4,950 -5%
Cambridge Investment Research Advisors
420
Cambridge Investment Research Advisors
Iowa
$36.1M +$775K +1,958 +2%
Wealthfront Advisers
421
Wealthfront Advisers
California
$36M +$101K +254 +0.3%
Artisan Partners
422
Artisan Partners
Wisconsin
$36M -$5.74M -14,508 -14%
AC
423
Avenir Corporation
Virginia
$36M -$40.4K -102 -0.1%
AWM
424
AE Wealth Management
Kansas
$35.6M -$3.36M -8,477 -9%
AAM
425
AMI Asset Management
California
$35.2M +$72.1K +182 +0.2%