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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 %
CI
1151
Ceera Investments
Texas
$3.17M
CA
1152
Cornerstone Advisory
Maryland
$3.17M -$35.3K -97 -1%
LCM
1153
Legato Capital Management
California
$3.16M +$96.3K +265 +3%
SC
1154
Sepio Capital
Utah
$3.16M -$156K -430 -5%
MWM
1155
Marion Wealth Management
Pennsylvania
$3.14M +$174K +479 +6%
BMCM
1156
Bryn Mawr Capital Management
Pennsylvania
$3.13M -$24.7K -68 -0.8%
APGDR
1157
Absoluto Partners Gestao de Recursos
Brazil
$3.12M -$156K -429 -5%
WJWM
1158
Williams Jones Wealth Management
New York
$3.11M -$110K -302 -3%
CRC
1159
Curi RMB Capital
Illinois
$3.1M +$128K +351 +4%
STA
1160
Summit Trail Advisors
New York
$3.09M +$1.45M +3,998 +89%
LWM
1161
Lyell Wealth Management
California
$3.07M +$451K +1,240 +17%
CCA
1162
Checchi Capital Advisers
California
$3.07M +$60.7K +167 +2%
TCM
1163
Twin Capital Management
Pennsylvania
$3.07M +$464K +1,277 +18%
PSB
1164
Piscataqua Savings Bank
New Hampshire
$3.07M -$78.5K -216 -2%
KWM
1165
Keebeck Wealth Management
Illinois
$3.06M +$343K +944 +13%
WFI
1166
West Family Investments
California
$3.05M +$2.18K +6 +0.1%
NPP
1167
New Potomac Partners
Maryland
$3.05M -$58.5K -161 -2%
DIA
1168
Dana Investment Advisors
Wisconsin
$3.05M +$717K +1,972 +31%
LIP
1169
Lighthouse Investment Partners
Florida
$3.04M +$3.04M +8,354 New
ST
1170
Smithfield Trust
Pennsylvania
$3M -$1.82K -5 -0.1%
GIA
1171
GHP Investment Advisors
Colorado
$3M -$20.4K -56 -0.7%
QCG
1172
Quadrant Capital Group
Ohio
$2.99M +$279K +767 +10%
KC
1173
Kenfarb & Co
Kentucky
$2.97M -$447K -1,230 -13%
RCM
1174
RB Capital Management
Nevada
$2.96M +$61.8K +170 +2%
CI
1175
CX Institutional
Indiana
$2.96M +$1.69M +4,610 +133%