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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 %
CIS
2276
Continental Investors Services
Washington
$396K -$389K -983 -50%
CP
2277
Covenant Partners
Tennessee
$395K +$395K +997 New
MC
2278
Merlin Capital
Rhode Island
$395K
CMS
2279
Capital Market Strategies
Florida
$394K
AT
2280
Arden Trust
Delaware
$393K -$42K -106 -10%
PPW
2281
Parcion Private Wealth
Washington
$392K +$27.3K +69 +7%
JWBC
2282
J.W. Burns & Co
New York
$391K -$3.96K -10 -1%
SOS
2283
Silver Oak Securities
Tennessee
$390K -$351K -888 -47%
HB
2284
Horizon Bancorp
Indiana
$390K +$168K +425 +76%
LWM
2285
Lodestone Wealth Management
Washington
$390K +$18.2K +46 +5%
AA
2286
Auxano Advisors
Washington
$389K -$37.2K -94 -9%
GAM
2287
Gemmer Asset Management
California
$388K
JIC
2288
Joel Isaacson & Co
New York
$387K +$36K +91 +10%
HI
2289
Hudock Inc
Pennsylvania
$387K
AIM
2290
Avity Investment Management
Connecticut
$386K
XSC
2291
X-Square Capital
Puerto Rico
$385K
Cohen & Steers
2292
Cohen & Steers
New York
$384K -$791 -2 -0.2%
SWAG
2293
Spectrum Wealth Advisory Group
California
$383K
AI
2294
AdvisorShares Investments
Maryland
$383K -$8.71K -22 -2%
HP
2295
Hyperion Partners
Pennsylvania
$381K -$9.9K -25 -3%
LCM
2296
LVM Capital Management
Michigan
$380K
TFA
2297
Tranquilli Financial Advisor
New Jersey
$379K -$7.13K -18 -2%
ST
2298
Somerset Trust
Pennsylvania
$379K +$2.38K +6 +0.6%
BCG
2299
Breakwater Capital Group
New Jersey
$379K +$18.5K +49 +5%
CHP
2300
Cable Hill Partners
Oregon
$377K +$10.7K +27 +3%