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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 %
PFS
851
Physicians Financial Services
North Carolina
$6.53M +$45.4K +125 +0.7%
Kovitz Investment Group Partners
852
Kovitz Investment Group Partners
Illinois
$6.5M -$1.11M -3,046 -15%
NFGCM
853
Norman Fields Gottscho Capital Management
New York
$6.49M
JEST
854
JTC Employer Solutions Trustee
Jersey
$6.45M +$51.6K +142 +0.8%
AG
855
Ascent Group
Virginia
$6.43M +$315K +868 +5%
1C
856
1623 Capital
Virginia
$6.41M
BCV
857
Banque Cantonale Vaudoise
Switzerland
$6.39M -$148K -408 -2%
PAM
858
Pegasus Asset Management
New York
$6.38M +$2.54K +7 +0%
AWA
859
Aaron Wealth Advisors
Illinois
$6.37M +$104K +286 +2%
WAC
860
William Allan Corp
Colorado
$6.37M -$113K -310 -2%
N
861
Natixis
France
$6.35M -$11.9M -32,727 -65%
DBG
862
De Burlo Group
Massachusetts
$6.33M -$12.2M -33,650 -66%
IHL
863
Investment House LLC
California
$6.32M -$65.8K -181 -1%
HBT
864
Hills Bank & Trust
Iowa
$6.28M +$208K +573 +3%
RJT
865
Raymond James Trust
Florida
$6.24M +$615K +1,693 +11%
SGA
866
Strategic Global Advisors
California
$6.24M +$132K +363 +2%
RWM
867
Ritholtz Wealth Management
New York
$6.23M +$1.45M +3,985 +30%
HA
868
Herold Advisors
New York
$6.19M -$199K -547 -3%
EDRH
869
Edmond de Rothschild Holding
Switzerland
$6.18M -$1.97M -5,423 -24%
IAN
870
Integrated Advisors Network
Texas
$6.14M +$153K +421 +3%
LW
871
Linscomb Wealth
Texas
$6.12M -$523K -1,440 -8%
AIS
872
American Investment Services
Massachusetts
$6.08M
RBFC
873
Roman Butler Fullerton & Co
Missouri
$6.08M +$53.8K +146 +0.9%
IWA
874
IBEX Wealth Advisors
New Jersey
$6.06M +$1.33M +3,672 +28%
JF
875
Jump Financial
Illinois
$6.03M +$4.68M +12,878 +347%