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Mastercard

2,767 hedge funds and large institutions have $282B invested in Mastercard in 2023 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 1,019 increasing their positions, 1,154 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,767
Holders Change
+53
Holders Change %
+1.95%
% of All Funds
43.64%
Holding in Top 10
311
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.58%
% of All Funds
4.9%
New
183
Increased
1,019
Reduced
1,154
Closed
104
Calls
$2.95B
Puts
$2.86B
Net Calls
+$90.9M
Net Calls Change
-$363M
Name Holding Trade Value Shares
Change
Shares
Change %
DSN
2051
D. Scott Neal
Kentucky
$536K +$5.11K +13 +1%
TSWM
2052
Triangle Securities Wealth Management
North Carolina
$535K -$11.8K -30 -2%
NB
2053
NBT Bank
New York
$535K +$34.6K +88 +7%
AWM
2054
Alterna Wealth Management
Texas
$533K
GIP
2055
Granite Investment Partners
California
$532K +$5.9K +15 +1%
LSA
2056
Lion Street Advisors
Texas
$532K -$2.68K -8 -0.5%
MFG
2057
Midwest Financial Group
Kansas
$532K +$393 +1 +0.1%
VA
2058
Valmark Advisers
Ohio
$532K -$22.4K -57 -4%
CA
2059
Centerpoint Advisors
Massachusetts
$531K
SC
2060
Skylands Capital
Wisconsin
$531K
ONST
2061
Old North State Trust
North Carolina
$529K +$3.93K +10 +0.7%
VC
2062
Veery Capital
Delaware
$529K +$3.54K +9 +0.7%
ACM
2063
Advance Capital Management
Michigan
$529K +$529K +1,344 New
NSB
2064
Norway Savings Bank
Maine
$527K -$21.6K -55 -4%
AA
2065
AlphaQ Advisors
Florida
$526K +$12.6K +32 +2%
FWA
2066
FSM Wealth Advisors
Ohio
$526K +$41.8K +105 +9%
NB
2067
Northwest Bancshares
Pennsylvania
$523K -$10.2K -26 -2%
CCA
2068
Cottonwood Capital Advisors
Utah
$522K -$11.8K -30 -2%
MC
2069
Matisse Capital
Oregon
$521K
FMTCOCP
2070
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$520K +$3.93K +10 +0.8%
LF
2071
LifeSteps Financial
California
$519K
EB
2072
Exchange Bank
California
$519K +$519K +1,319 New
SWM
2073
Salvus Wealth Management
New Jersey
$518K -$7.47K -19 -1%
BCM
2074
BlueCrest Capital Management
Jersey
$518K +$518K +1,317 New
FSC
2075
Full Sail Capital
Oklahoma
$516K +$6.69K +17 +1%