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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 %
BRC
1426
Bishop Rock Capital
New York
$1.83M -$3.86M -9,807 -68%
SMH
1427
Sanders Morris Harris
Texas
$1.83M +$1.37M +3,488 +303%
CWM
1428
Congress Wealth Management
Massachusetts
$1.82M -$50K -127 -3%
CCM
1429
Chilton Capital Management
Texas
$1.82M -$230K -585 -11%
PRC
1430
Pearl River Capital
Michigan
$1.82M -$4.42M -11,242 -71%
DFG
1431
Delta Financial Group
New Jersey
$1.82M +$174K +442 +11%
PTP
1432
Platform Technology Partners
New York
$1.82M +$17.9K +45 +1%
EWA
1433
EverSource Wealth Advisors
Alabama
$1.82M +$696K +1,769 +62%
MTIC
1434
Missouri Trust & Investment Company
Missouri
$1.8M +$6.69K +17 +0.4%
NW
1435
Naviter Wealth
Arkansas
$1.8M +$428K +1,087 +31%
MBTD
1436
Mechanics Bank - Trust Department
California
$1.79M +$297K +756 +20%
CCA
1437
Cobblestone Capital Advisors
New York
$1.79M -$9.83K -25 -0.5%
SIA
1438
SeaBridge Investment Advisors
New Jersey
$1.79M +$115K +292 +7%
KLI
1439
Kelman-Lazarov Inc
Tennessee
$1.78M +$18.5K +47 +1%
WAP
1440
Wealthcare Advisory Partners
Pennsylvania
$1.78M -$101K -258 -5%
CA
1441
Commerzbank Aktiengesellschaft
Germany
$1.78M +$304K +774 +21%
SMC
1442
Smith, Moore & Co
Missouri
$1.77M -$3.93K -10 -0.2%
CWM
1443
Compass Wealth Management
Connecticut
$1.77M
CCG
1444
Chatham Capital Group
Georgia
$1.77M +$116K +295 +7%
SNB
1445
Security National Bank
Nebraska
$1.77M
PP
1446
Patron Partners
Texas
$1.76M +$72.4K +184 +4%
TIMH
1447
Tilt Investment Management Holdings
New York
$1.75M
QIM
1448
Quantitative Investment Management
Virginia
$1.74M -$599K -1,524 -26%
MCM
1449
Manchester Capital Management
Vermont
$1.74M -$534K -1,357 -23%
ACMA
1450
Arbor Capital Management (Alaska)
Alaska
$1.74M +$102K +261 +6%