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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 %
MG
1176
Mather Group
Illinois
$2.95M +$193K +531 +7%
PAM
1177
Peak Asset Management
Colorado
$2.95M -$32K -88 -1%
MWM
1178
Modera Wealth Management
New Jersey
$2.94M +$72.7K +200 +3%
HFRG
1179
Houlihan Financial Resource Group
Virginia
$2.94M +$17.8K +49 +0.6%
RCAG
1180
Rehmann Capital Advisory Group
Michigan
$2.94M +$25.8K +71 +0.9%
BSW
1181
Buckingham Strategic Wealth
Missouri
$2.94M
CP
1182
CenterBook Partners
Connecticut
$2.93M -$1.04M -2,861 -26%
DI
1183
DFPG Investments
Utah
$2.92M +$644K +1,771 +28%
WAM
1184
Watershed Asset Management
California
$2.92M -$1.03M -2,840 -26%
NFC
1185
Northeast Financial Consultants
Connecticut
$2.92M -$507K -1,396 -15%
BIA
1186
Benchmark Investment Advisors
Illinois
$2.91M +$777K +2,139 +36%
PHM
1187
Prospect Hill Management
New Jersey
$2.91M +$18.2K +50 +0.6%
SAM
1188
Silphium Asset Management
United Kingdom
$2.91M +$2.33M +6,400 +400%
ECM
1189
Evergreen Capital Management
Washington
$2.9M +$166K +456 +6%
HSA
1190
HBK Sorce Advisory
Pennsylvania
$2.9M -$5.17M -14,222 -64%
GFP
1191
Gryphon Financial Partners
Ohio
$2.9M +$9.09K +25 +0.3%
IMOV
1192
Investment Management of Virginia
Virginia
$2.88M -$50.5K -139 -2%
PWP
1193
Private Wealth Partners
California
$2.87M +$10.9K +30 +0.4%
TW
1194
TrinityPoint Wealth
Connecticut
$2.86M -$147K -405 -5%
AAS
1195
Ameritas Advisory Services
Nebraska
$2.86M -$2.03M -5,556 -42%
WPW
1196
Waldron Private Wealth
Pennsylvania
$2.86M +$185K +510 +7%
AC
1197
Arjuna Capital
North Carolina
$2.85M +$561K +1,545 +25%
FBT
1198
First Bank & Trust
South Dakota
$2.84M +$238K +655 +9%
PBT
1199
Pictet Bank & Trust
Bahamas
$2.83M
RAM
1200
Redmond Asset Management
Virginia
$2.83M +$4.72K +13 +0.2%