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Mastercard

3,088 hedge funds and large institutions have $314B invested in Mastercard in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 1,326 increasing their positions, 1,128 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,088
Holders Change
-5
Holders Change %
-0.16%
% of All Funds
44.91%
Holding in Top 10
255
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-19.3%
% of All Funds
3.71%
New
167
Increased
1,326
Reduced
1,128
Closed
126
Calls
$2.49B
Puts
$2.65B
Net Calls
-$162M
Net Calls Change
+$293M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
876
Contravisory Investment Management
Massachusetts
$8.1M -$162K -367 -2%
UHC
877
Union Heritage Capital
Michigan
$8.09M
BWL
878
Bogart Wealth LLC
Virginia
$8.06M +$238K +540 +3%
LG
879
Leuthold Group
Minnesota
$8.05M -$72.4K -164 -0.9%
BP
880
Broadleaf Partners
Ohio
$8.03M -$1.68M -3,797 -17%
TPCW
881
TD Private Client Wealth
New York
$8.02M +$381K +864 +5%
LOAME
882
Lombard Odier Asset Management (Europe)
United Kingdom
$7.95M -$589K -1,335 -7%
IIC
883
Ironwood Investment Counsel
Arizona
$7.95M +$85.1K +193 +1%
HWM
884
HB Wealth Management
Georgia
$7.93M +$1.16M +2,639 +17%
PFS
885
Physicians Financial Services
North Carolina
$7.93M -$5.29K -12 -0.1%
BGI
886
BlueDrive Global Investors
United Kingdom
$7.91M +$2.23M +5,066 +39%
FG
887
Fiduciary Group
Georgia
$7.9M -$85.1K -193 -1%
PWS
888
Peloton Wealth Strategists
Indiana
$7.88M -$80.3K -182 -1%
HCA
889
Harbor Capital Advisors
Illinois
$7.87M +$20.3K +46 +0.3%
JEST
890
JTC Employer Solutions Trustee
Jersey
$7.83M
JWM
891
Jackson Wealth Management
Florida
$7.82M -$5.51M -12,480 -41%
SSA
892
South Street Advisors
New York
$7.82M +$56K +127 +0.7%
CT
893
Coastline Trust
Rhode Island
$7.81M -$28.7K -65 -0.4%
DRD
894
Dennis R. Delaney
$7.8M -$148K -335 -2%
IDP
895
In-Depth Partners
Florida
$7.76M -$4.09M -9,266 -35%
NFGCM
896
Norman Fields Gottscho Capital Management
New York
$7.73M
HBT
897
Hills Bank & Trust
Iowa
$7.73M +$36.2K +82 +0.5%
CNBT
898
Canandaigua National Bank & Trust
New York
$7.68M -$381K -864 -5%
BFG
899
Berger Financial Group
Minnesota
$7.68M -$296K -672 -4%
PAM
900
Pegasus Asset Management
New York
$7.67M +$2.65K +6 +0%