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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 %
PAM
1926
Paradigm Asset Management
New York
$617K
EP
1927
Eudaimonia Partners
Tennessee
$616K -$43.2K -119 -7%
PPP
1928
Private Portfolio Partners
New Jersey
$616K -$51.6K -142 -8%
CIG
1929
Cascade Investment Group
Colorado
$615K -$18.2K -50 -3%
OPA
1930
Old Port Advisors
Maine
$615K -$16.4K -45 -3%
HPG
1931
Harvest Portfolios Group
Ontario, Canada
$613K -$26.2K -72 -4%
CFO
1932
Callan Family Office
Pennsylvania
$612K +$21.8K +60 +4%
SICM
1933
Sustainable Insight Capital Management
New York
$611K -$917K -2,522 -60%
RFA
1934
Resurgent Financial Advisors
Georgia
$609K -$14.5K -40 -2%
VC
1935
Vicus Capital
Pennsylvania
$609K -$2.91K -8 -0.5%
DOA
1936
D'Orazio & Associates
Virginia
$608K +$36.3K +100 +6%
DI
1937
Diligent Investors
California
$607K
HS
1938
HighVista Strategies
Massachusetts
$607K -$12.9M -35,524 -96%
SL
1939
Salomon & Ludwin
Virginia
$604K
ECA
1940
Elevated Capital Advisors
Utah
$603K +$1.82K +5 +0.3%
SSG
1941
Summit Securities Group
New York
$602K -$23.6K -65 -4%
IF
1942
Intrua Financial
Texas
$600K -$123K -321 -17%
AIM
1943
Acropolis Investment Management
Missouri
$600K -$363 -1 -0.1%
TIM
1944
Tevis Investment Management
Texas
$600K
NP
1945
Ninepoint Partners
Ontario, Canada
$599K +$599K +1,649 New
TCWM
1946
Total Clarity Wealth Management
Illinois
$599K -$10.5K -29 -2%
CSPIA
1947
Cary Street Partners Investment Advisory
Virginia
$598K -$74.5K -205 -11%
CWA
1948
Clarity Wealth Advisors
California
$596K +$1.45K +4 +0.2%
VWM
1949
Vigilare Wealth Management
Arizona
$593K +$363 +1 +0.1%
MMPW
1950
Mitchell McLeod Pugh & Williams
Alabama
$592K -$3.27K -9 -0.5%