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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 %
SWP
751
Stratos Wealth Partners
Ohio
$8.5M -$1.16M -3,199 -12%
Kayne Anderson Rudnick Investment Management
752
Kayne Anderson Rudnick Investment Management
California
$8.47M +$583K +1,603 +7%
CPRC
753
Consolidated Portfolio Review Corp
New York
$8.45M +$8.45M +23,266 New
CJL
754
Cyrus J. Lawrence
New York
$8.43M +$169K +466 +2%
CIM
755
Chapman Investment Management
California
$8.4M -$195K -537 -2%
IAA
756
Independent Advisor Alliance
North Carolina
$8.4M -$188K -517 -2%
RWM
757
RKL Wealth Management
Pennsylvania
$8.4M -$358K -985 -4%
LNWWM
758
Laird Norton Wetherby Wealth Management
California
$8.39M +$152K +418 +2%
MIP
759
Marietta Investment Partners
Wisconsin
$8.38M +$36.7K +101 +0.4%
IGM
760
Incline Global Management
New York
$8.34M -$10.6M -29,077 -56%
GCM
761
Gibraltar Capital Management
Oklahoma
$8.34M -$193K -531 -2%
CCM
762
Coldstream Capital Management
Washington
$8.33M +$178K +490 +2%
TCM
763
Telos Capital Management
California
$8.18M -$1.11M -3,064 -12%
CFM
764
Coronation Fund Managers
South Africa
$8.18M -$3.06M -8,413 -27%
BCM
765
Bridgeway Capital Management
Texas
$8.17M -$532K -1,464 -6%
BFG
766
Bleakley Financial Group
New Jersey
$8.14M +$372K +1,025 +5%
BP
767
Broadleaf Partners
Ohio
$8.12M +$129K +354 +2%
SCA
768
Snowden Capital Advisors
New York
$8.07M +$94.8K +261 +1%
Carson Wealth (CWM LLC)
769
Carson Wealth (CWM LLC)
Nebraska
$8M +$865K +2,379 +12%
TPCW
770
TD Private Client Wealth
New York
$7.99M +$139K +383 +2%
BRM
771
Boston Research & Management
Massachusetts
$7.96M -$28K -77 -0.4%
HWAM
772
Hennion & Walsh Asset Management
New Jersey
$7.94M -$2.21M -6,094 -22%
GI
773
GAMCO Investors
Connecticut
$7.83M -$131K -360 -2%
WS
774
Wedbush Securities
California
$7.82M -$61.4K -169 -0.8%
WIC
775
Willis Investment Counsel
Georgia
$7.81M +$107K +294 +1%