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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 %
Carson Wealth (CWM LLC)
751
Carson Wealth (CWM LLC)
Nebraska
$9.67M +$1.01M +2,564 +12%
BCM
752
BTC Capital Management
Iowa
$9.58M +$180K +458 +2%
TC
753
Telemus Capital
Michigan
$9.58M -$411K -1,045 -4%
WAS
754
Wesleyan Assurance Society
United Kingdom
$9.57M
MA
755
Montag & Associates
Georgia
$9.56M +$320K +813 +3%
CCP
756
Clough Capital Partners
Massachusetts
$9.46M +$4.58M +11,650 +94%
CP
757
Cumberland Partners
Ontario, Canada
$9.43M +$1.82M +4,615 +24%
SYBT
758
Stock Yards Bank & Trust
Kentucky
$9.34M -$413K -1,050 -4%
Assenagon Asset Management
759
Assenagon Asset Management
Luxembourg
$9.32M -$73.9K -188 -0.8%
LNWWM
760
Laird Norton Wetherby Wealth Management
California
$9.3M +$219K +556 +2%
FA
761
Fagan Associates
New York
$9.29M -$33.4K -85 -0.4%
IGM
762
Incline Global Management
New York
$9.25M +$221K +562 +2%
CPRC
763
Consolidated Portfolio Review Corp
New York
$9.19M +$35K +89 +0.4%
IDP
764
In-Depth Partners
Florida
$9.09M +$836K +2,126 +10%
CSS
765
Cubist Systematic Strategies
Connecticut
$9.09M -$28.2M -71,673 -76%
IAA
766
Independent Advisor Alliance
North Carolina
$9.07M -$18.9K -48 -0.2%
Verition Fund Management
767
Verition Fund Management
Connecticut
$9.06M +$2.81M +7,136 +45%
GCM
768
Gibraltar Capital Management
Oklahoma
$9.06M +$33.8K +86 +0.4%
LPT
769
Legacy Private Trust
Wisconsin
$9M -$452K -1,149 -5%
LOAME
770
Lombard Odier Asset Management (Europe)
United Kingdom
$8.96M -$627K -1,594 -7%
RWM
771
RKL Wealth Management
Pennsylvania
$8.93M -$159K -404 -2%
DT
772
Diversified Trust
Tennessee
$8.87M +$1.02M +2,593 +13%
MIP
773
Marietta Investment Partners
Wisconsin
$8.86M -$212K -538 -2%
TCM
774
Telos Capital Management
California
$8.83M -$20.8K -53 -0.2%
CCM
775
Coldstream Capital Management
Washington
$8.83M -$188K -479 -2%