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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 %
CC
1401
Cipher Capital
New York
$1.78M +$1.78M +4,891 New
WBC
1402
West Branch Capital
Massachusetts
$1.78M -$6.54K -18 -0.4%
TCOT
1403
Trust Company of Toledo
Ohio
$1.77M +$763K +2,100 +76%
HI
1404
Handelsinvest Investeringsforvaltning
Denmark
$1.77M -$1M -2,758 -36%
AP
1405
Appleton Partners
Massachusetts
$1.75M -$49.4K -136 -3%
CWM
1406
Chemistry Wealth Management
New York
$1.75M +$28.7K +79 +2%
WAP
1407
Wealthcare Advisory Partners
Pennsylvania
$1.74M +$125K +343 +8%
CWM
1408
Congress Wealth Management
Massachusetts
$1.73M -$363K -1,000 -17%
HL
1409
HeadInvest LLC
Maine
$1.73M -$20.4K -56 -1%
PA
1410
PFG Advisors
Arizona
$1.73M +$51.2K +141 +3%
OCM
1411
Orleans Capital Management
Louisiana
$1.73M -$9.09K -25 -0.5%
HAI
1412
Hennessy Advisors Inc
California
$1.73M +$349K +961 +25%
UCB
1413
United Community Bank
South Carolina
$1.72M
RWP
1414
Revolve Wealth Partners
New Jersey
$1.72M -$67.6K -186 -4%
AGA
1415
Accuvest Global Advisors
Utah
$1.72M -$2.81M -7,735 -62%
WA
1416
Wealth Alliance
New York
$1.72M +$62.1K +171 +4%
TA
1417
Tectonic Advisors
Texas
$1.72M +$86.9K +239 +5%
LNB
1418
Ledyard National Bank
$1.71M -$10.5K -29 -0.6%
BPGAM
1419
BTG Pactual Global Asset Management
Bermuda
$1.71M +$1.09M +2,992 +174%
IA
1420
IFP Advisors
Florida
$1.71M -$655K -7,513 -28%
BIP
1421
Blueprint Investment Partners
North Carolina
$1.71M +$176K +485 +11%
RA
1422
Rational Advisors
New York
$1.71M -$545K -1,500 -24%
AWM
1423
Ameliora Wealth Management
Switzerland
$1.7M
DC
1424
DeDora Capital
California
$1.69M -$61.4K -169 -4%
IIM
1425
Intact Investment Management
Quebec, Canada
$1.69M