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Mastercard

2,540 hedge funds and large institutions have $209B invested in Mastercard in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 931 increasing their positions, 1,106 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,540
Holders Change
-38
Holders Change %
-1.47%
% of All Funds
43.92%
Holding in Top 10
262
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-9.34%
% of All Funds
4.53%
New
130
Increased
931
Reduced
1,106
Closed
136
Calls
$2.93B
Puts
$2.24B
Net Calls
+$695M
Net Calls Change
+$645M
Name Holding Trade Value Shares
Change
Shares
Change %
SAMT
2176
Select Asset Management & Trust
Pennsylvania
$288K
CWM
2177
Connecticut Wealth Management
Connecticut
$287K +$77.2K +271 +37%
LDB
2178
Lee, Danner & Bass
Tennessee
$285K -$7.11K -25 -2%
LWM
2179
Liberty Wealth Management
California
$285K +$285K +1,002 New
KWM
2180
Kanen Wealth Management
Florida
$284K
MW
2181
MBL Wealth
North Carolina
$283K +$37.8K +133 +15%
LFRG
2182
Lazard Frères Gestion
France
$282K
Q
2183
QVR
California
$281K +$220K +775 +360%
ST
2184
Somerset Trust
Pennsylvania
$280K +$36.9K +130 +15%
MFS
2185
Mirabella Financial Services
United Kingdom
$277K -$2.47M -8,614 -90%
SRC
2186
Sage Rhino Capital
California
$277K -$13.9K -49 -5%
GP
2187
Geneva Partners
Wisconsin
$277K -$4.27K -15 -2%
PFM
2188
Parsec Financial Management
North Carolina
$277K
MSR
2189
Main Street Research
Connecticut
$277K +$13.1K +46 +5%
PCG
2190
Prosperity Consulting Group
Maryland
$277K +$18.2K +64 +7%
NAM
2191
NTV Asset Management
West Virginia
$276K -$1.42K -5 -0.5%
OAM
2192
Oberweis Asset Management
Illinois
$274K
TP
2193
Truvvo Partners
New York
$274K +$285 +1 +0.1%
CCM
2194
Consolidated Capital Management
California
$273K -$14.2K -50 -5%
CIM
2195
Contravisory Investment Management
Massachusetts
$273K +$273K +960 New
TFA
2196
Tranquilli Financial Advisor
New Jersey
$272K -$73K -257 -21%
CWM
2197
Campbell Wealth Management
Virginia
$272K +$3.98K +14 +1%
MWM
2198
MBE Wealth Management
Wisconsin
$271K +$1.71K +6 +0.6%
KWA
2199
KCS Wealth Advisory
California
$270K -$9.39K -33 -3%
UBV
2200
United Bank (Virginia)
Virginia
$270K +$12K +42 +5%