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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 %
CA
1176
Cornerstone Advisory
Maryland
$3.35M -$81K -206 -2%
AUB
1177
Atlantic Union Bankshares
Virginia
$3.3M +$2.32M +5,890 +236%
WFI
1178
West Family Investments
California
$3.3M -$7.87K -20 -0.2%
RCM
1179
RB Capital Management
Nevada
$3.29M +$82.6K +210 +3%
BBNA
1180
Bremer Bank National Association
Minnesota
$3.28M -$543K -1,380 -14%
ST
1181
Smithfield Trust
Pennsylvania
$3.27M +$14.6K +37 +0.4%
SGI
1182
Summit Global Investments
Utah
$3.23M +$2.5M +6,353 +342%
BMCM
1183
Bryn Mawr Capital Management
Pennsylvania
$3.23M -$156K -396 -5%
QCG
1184
Quadrant Capital Group
Ohio
$3.22M -$10.6K -27 -0.3%
TCM
1185
Twin Capital Management
Pennsylvania
$3.22M -$108K -275 -3%
ECM
1186
Evergreen Capital Management
Washington
$3.22M +$79.8K +203 +3%
PAM
1187
Peak Asset Management
Colorado
$3.2M +$15.3K +39 +0.5%
SIA
1188
Soltis Investment Advisors
Utah
$3.19M +$2.82M +7,159 +749%
CRC
1189
Curi RMB Capital
Illinois
$3.19M -$171K -435 -5%
WCM Investment Management
1190
WCM Investment Management
California
$3.18M +$372K +946 +13%
TW
1191
TrinityPoint Wealth
Connecticut
$3.18M +$80.6K +205 +3%
SAM
1192
Silvercrest Asset Management
New York
$3.17M +$136K +346 +4%
WAM
1193
Watershed Asset Management
California
$3.16M
PSB
1194
Piscataqua Savings Bank
New Hampshire
$3.16M -$168K -428 -5%
CI
1195
CX Institutional
Indiana
$3.15M -$29.1K -74 -0.9%
ACS
1196
Archford Capital Strategies
Illinois
$3.15M +$157K +387 +5%
PHM
1197
Prospect Hill Management
New Jersey
$3.15M
GIM
1198
Goelzer Investment Management
Indiana
$3.14M -$942K -2,396 -23%
AAS
1199
Ameritas Advisory Services
Nebraska
$3.13M +$94.8K +244 +3%
CAAS
1200
Capital Asset Advisory Services
Michigan
$3.13M +$97.8K +243 +3%