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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 %
BAM
201
Burgundy Asset Management
Ontario, Canada
$148M -$8.06M -20,505 -5%
SOMRS
202
State of Michigan Retirement System
Michigan
$147M +$2.16M +5,500 +1%
CF
203
Canoe Financial
Alberta, Canada
$147M +$512K +1,300 +0.3%
JAM
204
Jupiter Asset Management
United Kingdom
$145M +$36.2M +92,222 +33%
MC
205
Metropolis Capital
United Kingdom
$142M +$40.8M +103,793 +40%
SCP
206
Soroban Capital Partners
New York
$141M +$43.4M +110,279 +45%
Royal London Asset Management
207
Royal London Asset Management
United Kingdom
$139M +$18M +45,765 +15%
Bank of Nova Scotia
208
Bank of Nova Scotia
Ontario, Canada
$137M +$29.1M +73,898 +27%
LFDLE
209
La Financiere de L'Echiquier
France
$137M -$7.21M -18,333 -5%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$137M +$39.6M +100,724 +41%
Cerity Partners
211
Cerity Partners
New York
$136M +$2.24M +5,697 +2%
BC
212
Bartlett & Co
Ohio
$135M -$1.01M -2,565 -0.7%
BCWM
213
Bartlett & Co Wealth Management
Ohio
$135M -$1.01M -2,565 -0.7%
BNP Paribas Financial Markets
214
BNP Paribas Financial Markets
France
$134M +$10.3M +26,233 +8%
ERSOT
215
Employees Retirement System of Texas
Texas
$134M +$4.99M +12,681 +4%
Baird Financial Group
216
Baird Financial Group
Wisconsin
$132M -$65.9M -167,523 -33%
DCP
217
DSM Capital Partners
Florida
$131M -$4.17M -10,590 -3%
Truist Financial
218
Truist Financial
North Carolina
$131M -$6.46M -16,415 -5%
CIC
219
Chilton Investment Company
Connecticut
$130M -$466K -1,186 -0.4%
CW
220
Connectus Wealth
Ohio
$127M -$4.4M -11,449 -3%
Holocene Advisors
221
Holocene Advisors
New York
$127M +$78.1M +198,621 +161%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$126M +$1.7M +4,323 +1%
Citadel Advisors
223
Citadel Advisors
Florida
$126M -$9.06M -23,034 -7%
JIC
224
Johnson Investment Counsel
Ohio
$125M -$1.4M -3,563 -1%
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$124M +$3.68M +9,349 +3%