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Mastercard

2,692 hedge funds and large institutions have $253B invested in Mastercard in 2022 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 934 increasing their positions, 1,108 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,692
Holders Change
+152
Holders Change %
+5.98%
% of All Funds
43.43%
Holding in Top 10
351
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+33.97%
% of All Funds
5.66%
New
317
Increased
934
Reduced
1,108
Closed
111
Calls
$3.68B
Puts
$3.4B
Net Calls
+$280M
Net Calls Change
-$415M
Name Holding Trade Value Shares
Change
Shares
Change %
NDSI
1701
Newman Dignan & Sheerar Inc
Rhode Island
$879K -$1.39K -4 -0.2%
SFS
1702
Stiles Financial Services
Minnesota
$878K -$11.1K -32 -1%
LDFR
1703
Lehman & Derafelo Financial Resources
Pennsylvania
$877K +$877K +2,521 New
CT
1704
Cambridge Trust
Massachusetts
$876K +$126K +363 +17%
ETIA
1705
Epic Trust Investment Advisors
Washington
$874K -$97.3K -280 -10%
GG
1706
Golden Green
South Carolina
$872K +$4.17K +12 +0.5%
RIA
1707
Regal Investment Advisors
Michigan
$869K -$10.8K -31 -1%
JSW
1708
Journey Strategic Wealth
New Jersey
$869K +$143K +412 +20%
RMC
1709
Resources Management Corp
Connecticut
$868K +$9.04K +26 +1%
I
1710
INVST
Indiana
$868K -$2.59K -7 -0.3%
IIM
1711
Ipswich Investment Management
Massachusetts
$867K -$17.4K -50 -2%
NC
1712
NinePointTwo Capital
California
$861K
LF
1713
Lee Financial
Texas
$860K -$4.17K -12 -0.5%
AWP
1714
Accretive Wealth Partners
New Jersey
$858K +$24K +69 +3%
FFS
1715
Founders Financial Securities
Maryland
$858K +$112K +323 +15%
OLVIG
1716
Oliver Lagore Vanvalin Investment Group
Michigan
$855K -$436K -1,254 -34%
CWM
1717
Chesapeake Wealth Management
Virginia
$853K +$191K +550 +29%
GVAG
1718
Great Valley Advisor Group
Delaware
$847K +$6.61K +19 +0.8%
SOS
1719
Silver Oak Securities
Tennessee
$844K +$501K +1,441 +146%
PFG
1720
PAX Financial Group
Texas
$842K -$72K -207 -8%
PWM
1721
Penobscot Wealth Management
Maine
$841K +$26.1K +75 +3%
9WM
1722
9258 Wealth Management
Ohio
$841K -$424K -1,218 -33%
CFA
1723
CWS Financial Advisors
Michigan
$840K +$42K +118 +5%
MGAM
1724
McGowan Group Asset Management
Texas
$840K +$348 +1 +0%
LAI
1725
Legal Advantage Investments
California
$835K