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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 %
CIM
1676
CIM Investment Management
Pennsylvania
$1.02M +$362K +996 +55%
GA
1677
GraniteShares Advisors
New York
$1.01M -$62.5K -172 -6%
EM
1678
Excalibur Management
Massachusetts
$1.01M -$58.1K -160 -5%
BMWM
1679
Brown Miller Wealth Management
Virginia
$1.01M +$41.4K +114 +4%
SF
1680
Summit Financial
New Jersey
$1.01M +$53.4K +147 +6%
FPA
1681
First Pacific Advisors
California
$1M
GCM
1682
Gladius Capital Management
Illinois
$1M +$478K +1,314 +91%
CBFP
1683
Cedar Brook Financial Partners
Ohio
$1M +$204K +562 +26%
BM
1684
Brandywine Managers
Delaware
$999K
SWM
1685
SeaCrest Wealth Management
New York
$996K -$40.3K -111 -4%
QP
1686
Quilter Plc
United Kingdom
$993K +$321K +323 +48%
BBA
1687
BLB&B Advisors
Pennsylvania
$990K +$1.45K +4 +0.1%
SOW
1688
State of Wyoming
Wyoming
$986K +$500K +1,376 +103%
NWM
1689
Northcape Wealth Management
New York
$980K +$980K +2,696 New
MFS
1690
Mirabella Financial Services
United Kingdom
$976K +$659K +1,813 +208%
CP
1691
Castleview Partners
Texas
$975K -$72.7K -200 -7%
JFGIW
1692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$975K -$20K -55 -2%
HC
1693
Hamilton Capital
Ohio
$973K -$73K -201 -7%
MAWCM
1694
Mine & Arao Wealth Creation & Management
California
$971K +$1.45K +4 +0.1%
UAML
1695
US Asset Management LLC
Pennsylvania
$968K -$4K -11 -0.4%
B
1696
Bailard
California
$965K -$109K -300 -10%
FIB
1697
First Interstate Bank
Montana
$963K -$306K -841 -24%
VC
1698
Veracity Capital
Georgia
$960K -$9.09K -25 -0.9%
VI
1699
Versor Investments
New York
$959K +$959K +2,640 New
SFS
1700
Stiles Financial Services
Minnesota
$954K +$37.1K +102 +4%