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Mastercard

2,540 hedge funds and large institutions have $209B invested in Mastercard in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 931 increasing their positions, 1,106 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,540
Holders Change
-38
Holders Change %
-1.47%
% of All Funds
43.92%
Holding in Top 10
262
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-9.34%
% of All Funds
4.53%
New
130
Increased
931
Reduced
1,106
Closed
136
Calls
$2.93B
Puts
$2.24B
Net Calls
+$695M
Net Calls Change
+$645M
Name Holding Trade Value Shares
Change
Shares
Change %
PRS
1226
Pinkerton Retirement Specialists
Idaho
$2.09M -$135K -476 -6%
WPW
1227
Waldron Private Wealth
Pennsylvania
$2.09M -$3.7K -13 -0.2%
HFM
1228
Harvest Fund Management
China
$2.09M +$81.4K +286 +4%
EBT
1229
Enterprise Bank & Trust
Massachusetts
$2.09M +$8.53K +30 +0.4%
CFS
1230
CRA Financial Services
New Jersey
$2.08M +$284 +1 +0%
TRIA
1231
Trail Ridge Investment Advisors
Colorado
$2.08M -$50.2K -148 -2%
PP
1232
Patten & Patten
Tennessee
$2.08M
SC
1233
Savant Capital
Illinois
$2.07M -$113K -398 -5%
PIM
1234
Perpetual Investment Management
Australia
$2.07M -$767K -2,698 -27%
JI
1235
Jeereddi Investments
California
$2.06M -$174K -612 -8%
MWM
1236
Meridian Wealth Management
Kentucky
$2.05M +$363K +1,276 +22%
FBT
1237
First Bank & Trust
South Dakota
$2.04M +$50.1K +176 +3%
AOWM
1238
Alpha Omega Wealth Management
Virginia
$2.01M -$75.1K -264 -4%
CCB
1239
Country Club Bank
Missouri
$2.01M +$20.6K +72 +1%
EFSCE
1240
Enterprise Financial Services Corp (EFSC)
Missouri
$2M -$7.68K -27 -0.4%
KWM
1241
Keebeck Wealth Management
Illinois
$2M +$189K +665 +10%
Koshinski Asset Management
1242
Koshinski Asset Management
Illinois
$2M -$9.95K -35 -0.5%
ACS
1243
Archford Capital Strategies
Illinois
$2M -$321K -1,128 -14%
SIA
1244
Schechter Investment Advisors
Michigan
$1.99M -$908K -3,193 -31%
BCM
1245
Brookstone Capital Management
Illinois
$1.99M -$51K -180 -2%
VFM
1246
Viking Fund Management
North Dakota
$1.99M
CUAMC
1247
China Universal Asset Management Company
China
$1.99M +$284K +1,000 +17%
GC
1248
Globeflex Capital
California
$1.98M +$1.98M +6,979 New
KA
1249
Klingman & Associates
New York
$1.98M +$13.4K +47 +0.7%
LWM
1250
Lyell Wealth Management
California
$1.97M +$27.6K +97 +1%