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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 %
SAM
626
Sawgrass Asset Management
Florida
$14.6M +$3.59M +9,140 +33%
SCM
627
Shelton Capital Management
Colorado
$14.6M +$3.11M +7,896 +27%
UH
628
Unigestion Holding
Switzerland
$14.6M +$7.2M +18,563 +97%
CWM
629
Curi Wealth Management
North Carolina
$14.6M -$788K -2,004 -5%
JHA
630
Jackson Hill Advisors
Texas
$14.6M -$295K -750 -2%
BBI
631
Baxter Bros Inc
Connecticut
$14.5M -$1.57K -4 -0%
TCM
632
Thames Capital Management
New Jersey
$14.5M
MGP
633
Metis Global Partners
California
$14.5M +$898K +2,284 +7%
MLICM
634
Metropolitan Life Insurance Company (MetLife)
New York
$14.3M -$500K -1,272 -3%
NI
635
Nepsis Inc
Minnesota
$14.3M -$50.7K -129 -0.4%
IP
636
Interval Partners
New York
$14.3M +$14.3M +36,393 New
CAM
637
Congress Asset Management
Massachusetts
$14.3M -$33K -84 -0.2%
PIM
638
Penobscot Investment Management
Massachusetts
$14.2M -$32.3K -82 -0.2%
NEI
639
Northwest & Ethical Investments
Ontario, Canada
$14.2M +$656K +1,668 +5%
WSTAM
640
Wilbanks Smith & Thomas Asset Management
Virginia
$14.2M -$294K -748 -2%
BBA
641
Baader Bank Aktiengesellschaft
Germany
$14.1M -$407K -1,036 -3%
PCIA
642
Prime Capital Investment Advisors
Kansas
$14M +$2.68M +6,815 +24%
CC
643
Chicago Capital
Illinois
$14M -$120K -305 -0.8%
WCF
644
West Coast Financial
California
$14M -$292K -742 -2%
MWM
645
Moran Wealth Management
Florida
$13.9M -$233K -593 -2%
KFC
646
Klingenstein Fields & Co
New York
$13.9M -$537K -1,366 -4%
ERIM
647
Eagle Ridge Investment Management
Connecticut
$13.6M +$28.7K +73 +0.2%
QIM
648
Quest Investment Management
Oregon
$13.6M -$1.02M -2,587 -7%
WA
649
Wealth Advisors
California
$13.4M -$38.1K -95 -0.3%
OCBCO
650
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.3M -$1.57M -4,000 -11%