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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 %
FMLI
1401
Fukoku Mutual Life Insurance
Japan
$1.94M -$46K -117 -2%
AWA
1402
Arete Wealth Advisors
Illinois
$1.94M -$247K -629 -11%
PCIG
1403
Partners Capital Investment Group
Massachusetts
$1.94M -$25.1M -63,743 -93%
Connor, Clark & Lunn Investment Management (CC&L)
1404
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.94M -$1.06M -2,698 -35%
EWS
1405
Evergreen Wealth Solutions
Pennsylvania
$1.94M +$12.2K +31 +0.6%
NBT
1406
Northwest Bank & Trust
Iowa
$1.93M +$1.93M +4,913 New
PWP
1407
Principle Wealth Partners
Connecticut
$1.93M
HL
1408
HeadInvest LLC
Maine
$1.93M +$48.2K +122 +3%
PFT
1409
Providence First Trust
Arizona
$1.91M -$111K -281 -5%
CWM
1410
Chemistry Wealth Management
New York
$1.89M +$3.15K +8 +0.2%
CAMG
1411
CWA Asset Management Group
Florida
$1.89M +$173K +440 +10%
LNB
1412
Ledyard National Bank
$1.89M +$32.6K +83 +2%
WIS
1413
Wright Investors Service
Connecticut
$1.89M +$1.89M +4,799 New
DF
1414
Dunhill Financial
United Kingdom
$1.89M +$1.89M +4,736 New
ECU
1415
Eisler Capital (US)
New York
$1.88M +$189K +480 +11%
AP
1416
Appleton Partners
Massachusetts
$1.88M -$11K -28 -0.6%
WA
1417
Wealth Alliance
New York
$1.88M +$18.1K +46 +1%
RWP
1418
Revolve Wealth Partners
New Jersey
$1.87M +$13K +33 +0.7%
BPGAM
1419
BTG Pactual Global Asset Management
Bermuda
$1.86M +$9.83K +25 +0.5%
SAM
1420
S.A. Mason
Michigan
$1.86M
OCM
1421
Orleans Capital Management
Louisiana
$1.85M -$13.8K -35 -0.7%
WA
1422
Wambolt & Associates
Colorado
$1.85M +$105K +267 +6%
FPCP
1423
Fort Point Capital Partners
California
$1.84M +$35K +89 +2%
AWM
1424
Ameliora Wealth Management
Switzerland
$1.84M
TWM
1425
TriaGen Wealth Management
California
$1.84M +$1.84M +4,680 New