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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 %
FIM
776
Fruth Investment Management
Texas
$7.8M
CAM
777
Cresset Asset Management
Illinois
$7.79M -$1.09M -3,012 -12%
CFGS
778
Concourse Financial Group Securities
Alabama
$7.79M +$162K +446 +2%
VIM
779
Vancity Investment Management
British Columbia, Canada
$7.73M -$373K -1,026 -5%
HCA
780
Harbor Capital Advisors
Illinois
$7.65M +$7.56M +20,816 +8,820%
KAS
781
Kemnay Advisory Services
New York
$7.65M -$8.04M -22,131 -51%
TF
782
Threadgill Financial
Texas
$7.64M -$35.3K -97 -0.5%
APTFM
783
AGUR Provident & Training Funds Management
Israel
$7.63M
IDP
784
In-Depth Partners
Florida
$7.63M +$1.35M +3,722 +22%
MCCA
785
Mill Creek Capital Advisors
Pennsylvania
$7.62M +$776K +2,135 +11%
VFA
786
Valeo Financial Advisors
Indiana
$7.57M +$312K +859 +4%
PL
787
Perpetual Ltd
Australia
$7.57M +$7.57M +20,822 New
SSA
788
South Street Advisors
New York
$7.57M -$2.18K -6 -0%
PIM
789
Progressive Investment Management
Oregon
$7.56M +$87.6K +241 +1%
CAM
790
Cypress Asset Management
Texas
$7.53M -$122K -335 -2%
TGAM
791
TBH Global Asset Management
Tennessee
$7.52M +$65.8K +181 +0.9%
CRCM
792
Crystal Rock Capital Management
Illinois
$7.52M -$1.19M -3,275 -14%
SW
793
Solidarity Wealth
Utah
$7.52M +$7.52M +20,683 New
CCG
794
Cypress Capital Group
Florida
$7.5M -$302K -831 -4%
SCP
795
Shorepoint Capital Partners
Massachusetts
$7.49M +$250K +689 +3%
PWS
796
Peloton Wealth Strategists
Indiana
$7.48M -$60K -165 -0.8%
SIM
797
Seaview Investment Managers
Florida
$7.48M +$193K +531 +3%
MWM
798
Madison Wealth Management
Ohio
$7.45M -$230K -633 -3%
AAS
799
Avantax Advisory Services
Texas
$7.43M +$133K +367 +2%
AA
800
ALPS Advisors
Colorado
$7.42M -$436K -1,200 -6%