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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 %
CAM
976
Carret Asset Management
New York
$5.36M
QT
977
Quantbot Technologies
New York
$5.35M +$655K +1,665 +14%
HI
978
Horizon Investments
North Carolina
$5.33M -$204K -519 -4%
DCM
979
Donaldson Capital Management
Indiana
$5.32M +$290K +737 +6%
CA
980
Cullinan Associates
Kentucky
$5.31M -$315K -800 -6%
EWM
981
Elite Wealth Management
Washington
$5.3M +$1.13M +2,881 +27%
CG
982
CFO4Life Group
Texas
$5.28M -$32.6K -83 -0.6%
OAM
983
Ostrum Asset Management
France
$5.26M -$416K -1,058 -7%
CIA
984
Choate Investment Advisors
Massachusetts
$5.25M +$131K +333 +3%
CAG
985
Crestwood Advisors Group
Massachusetts
$5.25M -$2.26M -5,740 -30%
BFEC
986
Benjamin F. Edwards & Company
Missouri
$5.22M +$221K +563 +4%
IRAG
987
Investment Research & Advisory Group
Georgia
$5.22M -$18.5K -47 -0.4%
LFAS
988
Level Four Advisory Services
Texas
$5.2M +$106K +269 +2%
MFG
989
Merit Financial Group
Georgia
$5.14M -$446K -1,134 -8%
WPP
990
Whalerock Point Partners
Rhode Island
$5.09M +$64.1K +163 +1%
First Manhattan
991
First Manhattan
New York
$5.09M +$220K +560 +5%
ITFISA
992
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.09M +$1.01M +2,575 +25%
HCM
993
Huber Capital Management
California
$5.08M -$399K -1,014 -7%
PGWM
994
Parisi Gray Wealth Management
New Jersey
$5.07M +$2.74M +7,535 +117%
TI
995
Trexquant Investment
Connecticut
$5.06M -$12.8M -32,670 -72%
FLPIM
996
F.L. Putnam Investment Management
Massachusetts
$5.01M +$746K +1,897 +17%
AWM
997
Avitas Wealth Management
California
$5M -$23.6K -60 -0.5%
IWP
998
Icon Wealth Partners
Texas
$4.99M -$208K -528 -4%
LMIM
999
Lockheed Martin Investment Management
Maryland
$4.98M -$47.2K -120 -0.9%
PFP
1000
Pinnacle Financial Partners
Tennessee
$4.96M +$62.9K +160 +1%