MA icon

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 %
VVP
676
Venture Visionary Partners
Ohio
$12.6M +$94.2K +238 +0.8%
CCM
677
Carderock Capital Management
Maryland
$12.5M -$346K -873 -3%
RC
678
Roundview Capital
New Jersey
$12.5M +$29.7K +75 +0.2%
BIC
679
Beach Investment Counsel
Pennsylvania
$12.4M
EW
680
Evoke Wealth
California
$12.4M +$36K +91 +0.3%
WP
681
Waycross Partners
Kentucky
$12.4M +$647K +1,635 +6%
WT
682
Whittier Trust
California
$12.4M +$108K +272 +0.9%
FB
683
Fulton Bank
Pennsylvania
$12.3M -$358K -904 -3%
GAB
684
German American Bancorp
Indiana
$12.3M +$130K +328 +1%
MJP
685
Michael J. Puzo
$12.2M -$334K -843 -3%
FC
686
Fulcrum Capital
Washington
$12.2M -$149K -377 -1%
AMI
687
Amica Mutual Insurance
Rhode Island
$12.1M
GLAM
688
Gardner Lewis Asset Management
Pennsylvania
$12.1M
EAMA
689
EFG Asset Management (Americas)
Florida
$12.1M -$110K -278 -0.9%
XI
690
XXEC Inc
Oklahoma
$12M -$660K -1,667 -5%
Carson Wealth (CWM LLC)
691
Carson Wealth (CWM LLC)
Nebraska
$12M +$2.24M +5,653 +23%
TF
692
Threadgill Financial
Texas
$11.9M +$3.61M +9,139 +43%
KRSITF
693
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$11.9M -$4.75K -12 -0%
Kayne Anderson Rudnick Investment Management
694
Kayne Anderson Rudnick Investment Management
California
$11.8M +$1.8M +4,537 +18%
AF
695
Allworth Financial
California
$11.8M +$968K +2,446 +9%
KHLMVGHM
696
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11.7M
EF
697
Empirical Finance
Pennsylvania
$11.7M +$1.04M +2,616 +10%
DADC
698
D.A. Davidson & Co
Montana
$11.6M +$197K +498 +2%
SC
699
Scholtz & Company
Connecticut
$11.5M -$414K -1,046 -3%
GT
700
Greenleaf Trust
Michigan
$11.5M +$76.4K +193 +0.7%