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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 %
WLPWM
1326
Walled Lake Planning & Wealth Management
Illinois
$1.66M -$567K -1,993 -25%
PWPS
1327
Pinnacle Wealth Planning Services
Ohio
$1.66M +$141K +496 +9%
OL
1328
Optas LLC
Texas
$1.66M +$24.2K +85 +1%
BPM
1329
Bowling Portfolio Management
Ohio
$1.66M -$34.4K -121 -2%
O
1330
Ossiam
France
$1.66M -$105K -370 -6%
OAJ
1331
Ogorek Anthony Joseph
New York
$1.64M +$48K +169 +3%
GRP
1332
Global Retirement Partners
California
$1.64M +$65.3K +199 +4%
SCA
1333
Sander Capital Advisors
Washington
$1.64M -$178K -625 -10%
QCM
1334
Quantinno Capital Management
New York
$1.62M -$685K -2,408 -30%
BWM
1335
Bulltick Wealth Management
Florida
$1.62M +$1.18M +4,137 +267%
SFI
1336
Susquehanna Fundamental Investments
Pennsylvania
$1.61M +$1.61M +5,659 New
IPW
1337
Inlet Private Wealth
Florida
$1.61M
JHP
1338
James Hambro & Partners
United Kingdom
$1.6M -$41.3K -145 -3%
LWM
1339
Laidlaw Wealth Management
New York
$1.6M +$23.6K +83 +2%
CFS
1340
Capital Financial Services
New York
$1.59M -$14.2K -50 -0.9%
AWA
1341
Arete Wealth Advisors
Illinois
$1.59M +$525K +1,845 +49%
GP
1342
Girard Partners
Pennsylvania
$1.58M -$97K -341 -6%
TCM
1343
Teza Capital Management
Illinois
$1.57M +$1.57M +5,521 New
HWMA
1344
Heritage Wealth Management (Arizona)
Arizona
$1.56M +$63.4K +223 +4%
HH
1345
Hilltop Holdings
Texas
$1.56M -$33K -116 -2%
MLA
1346
My Legacy Advisors
Oregon
$1.55M +$71.6K +248 +5%
CC
1347
Capital Counsel
New York
$1.54M
SSI
1348
Scott & Selber Inc
Texas
$1.54M +$5.69K +20 +0.4%
IIM
1349
Intact Investment Management
Quebec, Canada
$1.54M +$42.7K +150 +3%
MWM
1350
Mission Wealth Management
California
$1.54M +$136K +478 +10%