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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 %
BFG
826
Berger Financial Group
Minnesota
$6.96M -$125K -345 -2%
PVH
827
Psagot Value Holdings
Israel
$6.95M -$5.25M -14,664 -43%
FG
828
Fiduciary Group
Georgia
$6.95M -$79.6K -219 -1%
OCM
829
One Capital Management
California
$6.94M -$277K -762 -4%
CAG
830
Crestwood Advisors Group
Massachusetts
$6.94M -$1.95M -5,359 -22%
NA
831
Nottingham Advisors
New York
$6.93M -$302K -830 -4%
USCWA
832
U.S. Capital Wealth Advisors
Texas
$6.92M +$56K +154 +0.8%
USAA
833
United Services Automobile Association
Texas
$6.92M -$4.41M -12,133 -39%
UH
834
Unigestion Holding
Switzerland
$6.88M -$2.28M -6,338 -25%
BAM
835
Bell Asset Management
Australia
$6.86M -$4.52M -12,431 -40%
GC
836
Giverny Capital
Quebec, Canada
$6.85M +$524K +1,442 +8%
GI
837
Gradient Investments
Minnesota
$6.75M +$1.65M +4,541 +32%
Squarepoint
838
Squarepoint
New York
$6.73M -$68.5M -188,517 -91%
LOPW
839
Live Oak Private Wealth
North Carolina
$6.71M +$42.2K +116 +0.6%
SC
840
Saybrook Capital
North Carolina
$6.71M
OHIS
841
Oak Harvest Investment Services
Texas
$6.69M -$26.5K -73 -0.4%
KWMG
842
King Wealth Management Group
Florida
$6.67M +$19.6K +54 +0.3%
BCM
843
Brasada Capital Management
Texas
$6.66M -$34.2K -94 -0.5%
BSI
844
Bennett Selby Investments
Maine
$6.64M -$125K -344 -2%
CI
845
Conning Inc
Connecticut
$6.62M -$803K -2,211 -11%
BTWM
846
Baker Tilly Wealth Management
Wisconsin
$6.62M -$120K -331 -2%
PI
847
PFS Investments
Georgia
$6.61M +$338K +934 +5%
MCWS
848
McKinley Carter Wealth Services
West Virginia
$6.6M -$69.8K -192 -1%
GAM
849
Gotham Asset Management
New York
$6.58M -$726K -1,999 -10%
CT
850
Coastline Trust
Rhode Island
$6.54M -$9.09K -25 -0.1%