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Mastercard

2,800 hedge funds and large institutions have $283B invested in Mastercard in 2023 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 1,107 increasing their positions, 1,089 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,800
Holders Change
+33
Holders Change %
+1.19%
% of All Funds
44.64%
Holding in Top 10
326
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.82%
% of All Funds
5.2%
New
162
Increased
1,107
Reduced
1,089
Closed
101
Calls
$3.87B
Puts
$2.93B
Net Calls
+$943M
Net Calls Change
+$852M
Name Holding Trade Value Shares
Change
Shares
Change %
CBFP
1751
Cedar Brook Financial Partners
Ohio
$1M -$63.4K -160 -6%
HP
1752
Hilltop Partners
Indiana
$1M +$213K +537 +27%
IIM
1753
Ipswich Investment Management
Massachusetts
$1M
BFO
1754
Biltmore Family Office
North Carolina
$998K +$139K +352 +16%
OC
1755
Oakworth Capital
Alabama
$998K -$14.6K -37 -1%
GSEP
1756
Golden State Equity Partners
California
$998K +$113K +285 +13%
RB
1757
Renasant Bank
Mississippi
$996K +$67.3K +170 +7%
CFA
1758
CWS Financial Advisors
Michigan
$993K -$32.9K -83 -3%
SFG
1759
SevenBridge Financial Group
Pennsylvania
$991K +$85.5K +216 +9%
ALAM
1760
Asahi Life Asset Management
Japan
$989K +$525K +1,325 +113%
MGAM
1761
McGowan Group Asset Management
Texas
$988K +$23.4K +59 +2%
BAM
1762
Beaumont Asset Management
Texas
$987K +$4.75K +12 +0.5%
NDSI
1763
Newman Dignan & Sheerar Inc
Rhode Island
$987K +$5.15K +13 +0.5%
HFS
1764
Howard Financial Services
Texas
$987K +$142K +359 +17%
EL
1765
Essex LLC
Illinois
$985K +$441K +1,113 +81%
LF
1766
Lee Financial
Texas
$983K +$4.36K +11 +0.4%
ZIG
1767
Zuckerman Investment Group
Illinois
$982K +$48.7K +123 +5%
JJBC
1768
James J. Burns & Company
New York
$982K -$19.8K -50 -2%
MS
1769
Maven Securities
Jersey
$979K -$995K -2,512 -50%
PFA
1770
Professional Financial Advisors
Nebraska
$979K -$11.5K -29 -1%
RGF
1771
Retirement Guys Formula
Ohio
$971K +$216K +546 +29%
KA
1772
KLCM Advisors
Wisconsin
$969K +$281K +709 +41%
CSIC
1773
Clifford Swan Investment Counsel
California
$969K -$29.3K -74 -3%
PCM
1774
Pointe Capital Management
Michigan
$968K
PC
1775
Permit Capital
Pennsylvania
$964K