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Mastercard

2,800 hedge funds and large institutions have $283B invested in Mastercard in 2023 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 1,107 increasing their positions, 1,089 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,800
Holders Change
+33
Holders Change %
+1.19%
% of All Funds
44.64%
Holding in Top 10
326
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.82%
% of All Funds
5.2%
New
162
Increased
1,107
Reduced
1,089
Closed
101
Calls
$3.87B
Puts
$2.93B
Net Calls
+$943M
Net Calls Change
+$852M
Name Holding Trade Value Shares
Change
Shares
Change %
1SB
1026
1ST Source Bank
Indiana
$4.62M -$28.1K -71 -0.6%
JWM
1027
Jupiter Wealth Management
Colorado
$4.62M +$316K +800 +7%
CCM
1028
Chickasaw Capital Management
Tennessee
$4.6M -$19.8K -50 -0.4%
LIM
1029
Leavell Investment Management
Alabama
$4.59M +$24.5K +62 +0.5%
ONB
1030
Old National Bancorp
Indiana
$4.59M -$207K -522 -4%
VMPIC
1031
Varma Mutual Pension Insurance Co
Finland
$4.59M -$19.2M -48,560 -81%
SCA
1032
Stokes Capital Advisors
South Carolina
$4.58M -$75.6K -191 -2%
GGS
1033
Galvin Gaustad & Stein
Arizona
$4.57M -$312K -789 -6%
MCM
1034
McDonough Capital Management
Florida
$4.56M +$65.4K +165 +1%
VIP
1035
Vantage Investment Partners
Missouri
$4.56M +$691K +1,746 +18%
AAMA
1036
Advanced Asset Management Advisors
Ohio
$4.55M
CCFCSB
1037
Cape Cod Five Cents Savings Bank
Massachusetts
$4.53M +$2.13M +5,373 +88%
ABP
1038
Arthur B. Page
$4.52M -$139K -352 -3%
BOSSRA
1039
B.O.S.S. Retirement Advisors
Utah
$4.51M -$1.19M -3,001 -21%
DAS
1040
Dynamic Advisor Solutions
Arizona
$4.51M +$276K +698 +7%
IWP
1041
Icon Wealth Partners
Texas
$4.49M -$537K -1,356 -11%
MAS
1042
Meeder Advisory Services
Ohio
$4.47M -$454K -1,146 -9%
PCM
1043
Penserra Capital Management
California
$4.46M -$3.17K -8 -0.1%
PWM
1044
Perigon Wealth Management
California
$4.45M +$328K +829 +8%
BL
1045
BFSG LLC
California
$4.45M +$137K +346 +3%
IP
1046
Ignite Planners
California
$4.43M +$243K +617 +6%
KHLMTHM
1047
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.41M
MSK
1048
Melissa S. Kampmann
$4.41M +$4.41M +11,134 New
CB
1049
Cadence Bank
Mississippi
$4.41M +$35.6K +90 +0.8%
YAM
1050
Yacktman Asset Management
Texas
$4.41M