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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 %
GSB
1151
Greenfield Savings Bank
Massachusetts
$3.51M +$7.47K +19 +0.2%
MC
1152
Moors & Cabot
Massachusetts
$3.5M -$44.4K -113 -1%
NFC
1153
Northeast Financial Consultants
Connecticut
$3.5M +$345K +877 +11%
OMC
1154
Overbrook Management Corp
New York
$3.5M -$276K -702 -7%
DIA
1155
Dana Investment Advisors
Wisconsin
$3.48M +$182K +463 +6%
PL
1156
Perpetual Ltd
Australia
$3.47M -$4.72M -11,997 -58%
SBIA
1157
Sheaff Brock Investment Advisors
Indiana
$3.46M +$393 +1 +0%
MWM
1158
Marion Wealth Management
Pennsylvania
$3.45M +$60.6K +154 +2%
BDS
1159
Banco de Sabadell
Florida
$3.45M -$836K -2,125 -20%
OCM
1160
Orser Capital Management
Texas
$3.44M -$5.9K -15 -0.2%
PJSIMP
1161
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.44M -$67K -167 -2%
AIM
1162
Anchor Investment Management
South Carolina
$3.43M -$29.5K -75 -0.9%
MAM
1163
Morse Asset Management
Connecticut
$3.43M +$1.84M +4,671 +116%
CI
1164
Ceera Investments
Texas
$3.42M -$7.87K -20 -0.2%
PIA
1165
Petredis Investment Advisors
Pennsylvania
$3.42M -$1.92M -4,876 -36%
WJWM
1166
Williams Jones Wealth Management
New York
$3.41M +$42.1K +107 +1%
ETC
1167
Exchange Traded Concepts
Oklahoma
$3.41M -$101K -256 -3%
CCA
1168
Checchi Capital Advisers
California
$3.41M +$79.4K +202 +2%
GIA
1169
GHP Investment Advisors
Colorado
$3.4M +$139K +351 +4%
DCM
1170
Decatur Capital Management
Georgia
$3.39M -$48.8K -124 -1%
BSW
1171
Buckingham Strategic Wealth
Missouri
$3.39M +$65.7K +167 +2%
SC
1172
Sepio Capital
Utah
$3.39M -$35.4K -90 -1%
APGDR
1173
Absoluto Partners Gestao de Recursos
Brazil
$3.37M -$9.05K -23 -0.3%
OIA
1174
OneDigital Investment Advisors
Kansas
$3.36M +$866K +2,203 +35%
MMG
1175
Monetary Management Group
Missouri
$3.35M -$806K -2,050 -19%