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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 %
Cetera Investment Advisers
501
Cetera Investment Advisers
Illinois
$23M -$331K -910 -1%
SF
502
Synovus Financial
Georgia
$22.7M -$814K -2,241 -3%
TGCMU
503
Titan Global Capital Management USA
New York
$22.6M +$128K +353 +0.6%
PMEF
504
Point72 Middle East FZE
United Arab Emirates
$22.6M +$22.4M +61,702 +14,055%
DILIC
505
Dai-ichi Life Insurance Company
Japan
$22.5M -$1.64M -4,505 -7%
TAM
506
Tocqueville Asset Management
New York
$22.4M +$176K +483 +0.8%
SWM
507
Spire Wealth Management
Virginia
$22.4M +$9.91M +27,270 +79%
WorldQuant Millennium Advisors
508
WorldQuant Millennium Advisors
New York
$22.4M +$20.4M +56,028 +1,023%
RT
509
Rockland Trust
Massachusetts
$22.3M +$185K +510 +0.8%
AFCM
510
Applied Finance Capital Management
Puerto Rico
$22.3M +$48K +132 +0.2%
ABC
511
Associated Banc-Corp
Wisconsin
$22.2M -$10.9K -30 -0%
BPA
512
Beacon Pointe Advisors
California
$22.2M +$4.78M +13,140 +27%
V
513
Veritable
Delaware
$22.1M +$165K +454 +0.8%
WB
514
WesBanco Bank
West Virginia
$22.1M -$80K -220 -0.4%
BCI
515
Brinker Capital Investments
Pennsylvania
$21.9M +$7.77M +21,383 +55%
OPS
516
Orion Portfolio Solutions
Nebraska
$21.9M +$13M +35,832 +147%
ZCI
517
Zevenbergen Capital Investments
Washington
$21.8M -$9.09M -25,000 -29%
SAI
518
Systematic Alpha Investments
New Jersey
$21.8M
SC
519
SouthState Corp
Florida
$21.7M -$460K -1,267 -2%
NOCM
520
Night Owl Capital Management
Connecticut
$21.5M -$21.4K -59 -0.1%
KFS
521
Kurt F. Somerville
$21.5M -$257K -708 -1%
ACM
522
Advisors Capital Management
New Jersey
$21.5M -$569K -1,567 -3%
ACIM
523
Azimuth Capital Investment Management
Michigan
$21.3M +$5.88M +16,172 +38%
OSAM
524
O'Shaughnessy Asset Management
Connecticut
$21.1M +$3.56M +9,809 +20%
VPIM
525
Vanguard Personalized Indexing Management
California
$21.1M +$1.56M +4,309 +8%