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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 %
ZDA
1026
Zweig-DiMenna Associates
New York
$4.18M +$333K +915 +9%
AAMA
1027
Advanced Asset Management Advisors
Ohio
$4.18M
SCA
1028
Stokes Capital Advisors
South Carolina
$4.16M +$726K +1,997 +21%
LIM
1029
Leavell Investment Management
Alabama
$4.15M +$18.2K +50 +0.4%
KIG
1030
Kennedy Investment Group
New Jersey
$4.12M -$363K -998 -8%
FSA
1031
Fort Sheridan Advisors
Illinois
$4.11M +$624K +1,717 +18%
MFS
1032
Monetta Financial Services
Illinois
$4.11M
WP
1033
WealthPLAN Partners
Nebraska
$4.1M -$4.99M -13,731 -55%
NC
1034
NBW Capital
Massachusetts
$4.08M +$17.4K +48 +0.4%
SLG
1035
Stanley-Laman Group
Pennsylvania
$4.07M -$148K -407 -4%
CWM
1036
CMH Wealth Management
New Hampshire
$4.07M +$17.8K +49 +0.4%
NED
1037
Nancy E. Dempze
$4.07M +$13.4K +37 +0.3%
AIP
1038
Ameritas Investment Partners
Nebraska
$4.06M -$16K -44 -0.4%
FCI
1039
Financial Counselors Inc
Kansas
$4.06M -$761K -2,093 -16%
NC
1040
NovaPoint Capital
Georgia
$4.05M +$101K +278 +3%
CWM
1041
Concentric Wealth Management
California
$4.05M -$74.5K -205 -2%
YAM
1042
Yacktman Asset Management
Texas
$4.04M +$418K +1,150 +12%
AFC
1043
AFT Forsyth & Company
Florida
$4.03M -$65.4K -180 -2%
LSAG
1044
Lake Street Advisors Group
New Hampshire
$4M +$118K +324 +3%
CB
1045
Cadence Bank
Mississippi
$3.99M -$73.8K -203 -2%
BCM
1046
Bancreek Capital Management
California
$3.97M -$2.15M -5,917 -35%
JWM
1047
Jupiter Wealth Management
Colorado
$3.97M -$518K -1,426 -12%
BDS
1048
Banco de Sabadell
Florida
$3.96M -$503K -1,382 -11%
OSNBOA
1049
Old Second National Bank of Aurora
Illinois
$3.95M -$303K -833 -7%
FLPIM
1050
F.L. Putnam Investment Management
Massachusetts
$3.94M +$91.9K +253 +2%