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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 %
MCM
1076
Mitchell Capital Management
Kansas
$4.11M +$33.8K +86 +0.8%
CCG
1077
Cloverfields Capital Group
Minnesota
$4.09M +$216K +548 +6%
PWM
1078
Perigon Wealth Management
California
$4.09M +$2.27M +5,769 +124%
FNB
1079
Farmers National Bank
Kentucky
$4.08M -$106K -270 -3%
RA
1080
Rockingstone Advisors
Massachusetts
$4.08M -$4.33K -11 -0.1%
IIA
1081
ICW Investment Advisors
Arizona
$4.08M -$29.5K -75 -0.7%
BCFD
1082
Boit C.F. David
$4.07M
MJB
1083
Mark J. Bradley
$4.05M -$2.17M -5,525 -35%
CI
1084
Cigna Investments
Connecticut
$4.01M -$70K -178 -2%
CPIH
1085
Consolidated Press International Holdings
Australia
$4.01M +$4.01M +10,186 New
SBH
1086
Segall Bryant & Hamill
Illinois
$4.01M -$12.6K -32 -0.3%
PA
1087
Profund Advisors
Maryland
$4M -$103K -261 -2%
BO
1088
Bank OZK
Arkansas
$3.99M -$246K -625 -6%
PAMG
1089
Patton Albertson Miller Group
Tennessee
$3.99M -$23.6K -60 -0.6%
WR
1090
WD Rutherford
Oregon
$3.98M -$57K -145 -1%
IFWM
1091
Institute for Wealth Management
Colorado
$3.96M -$105K -268 -3%
CGL
1092
Clarius Group LLC
Washington
$3.94M +$20.8K +53 +0.5%
CBB
1093
Citizens Business Bank
California
$3.93M -$132K -336 -3%
WC
1094
Winmill & Co
New York
$3.93M
M2MC
1095
Matthew 25 Management Corp
Pennsylvania
$3.93M
HP
1096
Hikari Power
Japan
$3.93M
ADL
1097
Asset Dedication LLC
California
$3.93M +$179K +456 +5%
CWP
1098
CFM Wealth Partners
Texas
$3.93M +$31.5K +80 +0.8%
FCIM
1099
Fairview Capital Investment Management
California
$3.92M
SIA
1100
Schechter Investment Advisors
Michigan
$3.91M +$27.9K +71 +0.7%