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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 %
CIM
776
Chapman Investment Management
California
$8.79M -$304K -773 -3%
BP
777
Broadleaf Partners
Ohio
$8.77M -$18.9K -48 -0.2%
ECM
778
Everence Capital Management
Indiana
$8.68M
CFGS
779
Concourse Financial Group Securities
Alabama
$8.6M +$173K +441 +2%
SCA
780
Snowden Capital Advisors
New York
$8.6M -$128K -326 -1%
LS
781
Livforsakringsbolaget Skandia
Sweden
$8.58M -$825K -2,100 -9%
BRM
782
Boston Research & Management
Massachusetts
$8.58M -$32.6K -83 -0.4%
IA
783
IFP Advisors
Florida
$8.54M +$821K +2,088 +11%
WIC
784
Willis Investment Counsel
Georgia
$8.44M -$3.15K -8 -0%
GI
785
GAMCO Investors
Connecticut
$8.43M -$34.6K -88 -0.4%
SGA
786
Strategic Global Advisors
California
$8.43M +$1.67M +4,254 +25%
FIM
787
Fruth Investment Management
Texas
$8.41M -$29.5K -75 -0.3%
VIM
788
Vancity Investment Management
British Columbia, Canada
$8.37M
VFA
789
Valeo Financial Advisors
Indiana
$8.33M +$137K +348 +2%
JFG
790
Jefferies Financial Group
New York
$8.27M -$12.3M -31,322 -60%
BAM
791
Bell Asset Management
Australia
$8.26M +$839K +2,134 +11%
HCA
792
Harbor Capital Advisors
Illinois
$8.26M -$20.8K -53 -0.3%
CCG
793
Cypress Capital Group
Florida
$8.14M +$23.2K +59 +0.3%
CRCM
794
Crystal Rock Capital Management
Illinois
$8.14M
TGAM
795
TBH Global Asset Management
Tennessee
$8.13M -$8.65K -22 -0.1%
SIM
796
Seaview Investment Managers
Florida
$8.1M +$5.51K +14 +0.1%
CAM
797
Cypress Asset Management
Texas
$8.05M -$118K -299 -1%
PIM
798
Progressive Investment Management
Oregon
$8.04M -$145K -369 -2%
RCWM
799
Royal Capital Wealth Management
Indiana
$8.03M +$11K +28 +0.1%
GFA
800
Gifford Fong Associates
California
$8.03M