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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 %
HCP
1626
Holt Capital Partners
Texas
$1.22M +$27.5K +70 +2%
FNT
1627
First National Trust
Pennsylvania
$1.21M -$12.2K -31 -1%
PCMC
1628
Private Capital Management (Colorado)
Colorado
$1.21M -$32.6K -83 -3%
CG
1629
Cynosure Group
Utah
$1.21M +$1.21M +3,077 New
NFG
1630
Nations Financial Group
Iowa
$1.21M -$44.8K -114 -4%
WPW
1631
Warther Private Wealth
Ohio
$1.21M +$12.2K +31 +1%
AGA
1632
Accuvest Global Advisors
Utah
$1.21M -$651K -1,654 -35%
B
1633
Bailard
California
$1.21M +$162K +411 +15%
PP
1634
Pacifica Partners
Canada
$1.2M -$32K -81 -3%
BIP
1635
Blueprint Investment Partners
North Carolina
$1.2M -$650K -1,652 -35%
NICM
1636
Neo Ivy Capital Management
New York
$1.2M +$1.2M +3,042 New
EI
1637
Ellevest Inc
New York
$1.19M +$71.2K +181 +6%
IDBONY
1638
Israel Discount Bank of New York
New York
$1.19M -$205K -522 -15%
MW
1639
Marcum Wealth
Ohio
$1.19M -$34.6K -88 -3%
DWM
1640
Drive Wealth Management
Utah
$1.19M -$14.5K -37 -1%
PMA
1641
Prudent Man Advisors
Illinois
$1.19M -$18.5K -47 -2%
BWM
1642
BNC Wealth Management
Oregon
$1.19M -$356K -905 -23%
EWA
1643
Encompass Wealth Advisors
Oregon
$1.18M
EFS
1644
Essex Financial Services
Connecticut
$1.18M -$483K -1,227 -29%
AC
1645
Allstate Corporation
Illinois
$1.18M
RP
1646
Rice Partnership
Hawaii
$1.18M -$260K -660 -18%
RA
1647
Rational Advisors
New York
$1.18M -$671K -1,705 -36%
PAG
1648
Paladin Advisory Group
Iowa
$1.18M
RCG
1649
Regatta Capital Group
California
$1.17M -$48K -122 -4%
LAM
1650
Lifestyle Asset Management
Texas
$1.17M -$9.44K -24 -0.8%