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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 %
MCM
1651
Manchester Capital Management
Vermont
$814K -$6.54K -23 -0.8%
DWM
1652
Dorchester Wealth Management
Quebec, Canada
$813K
PSC
1653
Prentiss Smith & Co
Vermont
$812K
SAM
1654
Sompo Asset Management
Japan
$810K -$17.1K -60 -2%
BFM
1655
Boothbay Fund Management
New York
$808K +$808K +2,841 New
SICM
1656
Sustainable Insight Capital Management
New York
$805K -$134K -472 -14%
JMFC
1657
J.M. Forbes & Co
Massachusetts
$804K -$15.9K -56 -2%
AWM
1658
Angeles Wealth Management
California
$804K +$44.4K +156 +6%
WAAG
1659
Wealth Alliance Advisory Group
Kansas
$804K +$82.8K +291 +11%
AT
1660
Arden Trust
Delaware
$802K +$55.1K +194 +7%
VT
1661
Vise Technologies
New York
$802K +$55.5K +195 +7%
KP
1662
Keel Point
Alabama
$798K -$5.4K -19 -0.7%
ETIA
1663
Epic Trust Investment Advisors
Washington
$795K +$795K +2,795 New
BWM
1664
Buckley Wealth Management
Nevada
$789K -$11.4K -40 -1%
PC
1665
Permit Capital
Pennsylvania
$789K
PFBT
1666
Parkside Financial Bank & Trust
Missouri
$788K +$39.2K +138 +5%
CP
1667
Castleview Partners
Texas
$788K +$312K +1,098 +66%
FPA
1668
First Pacific Advisors
California
$785K -$32.7K -115 -4%
PCM
1669
Pointe Capital Management
Michigan
$784K
BM
1670
Brandywine Managers
Delaware
$782K
BAMG
1671
Brand Asset Management Group
Missouri
$781K -$13.6K -48 -2%
BMWM
1672
Brown Miller Wealth Management
Virginia
$781K +$23.9K +84 +3%
RSWM
1673
Robertson Stephens Wealth Management
California
$780K -$15.9K -56 -2%
SFP
1674
Sweet Financial Partners
Minnesota
$772K +$211K +742 +38%
C
1675
Certuity
Florida
$771K +$58.3K +205 +8%