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Mastercard

2,767 hedge funds and large institutions have $282B invested in Mastercard in 2023 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 1,019 increasing their positions, 1,154 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,767
Holders Change
+53
Holders Change %
+1.95%
% of All Funds
43.64%
Holding in Top 10
311
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.58%
% of All Funds
4.9%
New
183
Increased
1,019
Reduced
1,154
Closed
104
Calls
$2.95B
Puts
$2.86B
Net Calls
+$90.9M
Net Calls Change
-$363M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
501
Synovus Financial
Georgia
$25M +$422K +1,074 +2%
CAM
502
ClariVest Asset Management
California
$24.9M -$4.8M -12,200 -16%
TCOV
503
Trust Company of Vermont
Vermont
$24.9M -$538K -1,368 -2%
TGCMU
504
Titan Global Capital Management USA
New York
$24.8M +$346K +879 +1%
SPIA
505
Steward Partners Investment Advisory
New York
$24.8M -$576K -1,465 -2%
Fundsmith LLP
506
Fundsmith LLP
United Kingdom
$24.5M +$8.13M +20,670 +50%
EC
507
Eminence Capital
New York
$24.4M -$1.93M -4,919 -7%
TAM
508
Tocqueville Asset Management
New York
$24.4M +$108K +274 +0.4%
RT
509
Rockland Trust
Massachusetts
$24.3M +$186K +472 +0.8%
WSFS
510
Wilmington Savings Fund Society
Delaware
$24.3M -$817K -2,078 -3%
Cetera Investment Advisers
511
Cetera Investment Advisers
Illinois
$24.2M -$603K -1,533 -2%
ACM
512
Advisors Capital Management
New Jersey
$24.2M +$999K +2,541 +4%
HIMCH
513
Hartford Investment Management Co (HIMCO)
Connecticut
$23.8M -$4.75M -12,087 -17%
KWILP
514
Kiwi Wealth Investments Limited Partnership
New Zealand
$23.7M -$3.37M -8,563 -12%
AssetMark Inc
515
AssetMark Inc
California
$23.7M +$2.12M +5,390 +10%
ABC
516
Associated Banc-Corp
Wisconsin
$23.7M -$374K -952 -2%
VMPIC
517
Varma Mutual Pension Insurance Co
Finland
$23.7M -$13.8M -35,027 -37%
SAI
518
Systematic Alpha Investments
New Jersey
$23.5M
WB
519
WesBanco Bank
West Virginia
$23.4M -$461K -1,173 -2%
SC
520
SouthState Corp
Florida
$23.3M -$167K -425 -0.7%
LCAM
521
London & Capital Asset Management
United Kingdom
$23.1M -$2.23M -5,667 -9%
V
522
Veritable
Delaware
$22.9M -$1.02M -2,602 -4%
ACIM
523
Azimuth Capital Investment Management
Michigan
$22.9M -$209K -532 -0.9%
TAMH
524
Taikang Asset Management (HK)
Hong Kong
$22.7M -$14.4M -4,670 -39%
EWA
525
Exencial Wealth Advisors
Oklahoma
$22.7M +$451K +1,147 +2%