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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 %
SAM
2376
Strategy Asset Managers
California
$298K -$42.1K -107 -12%
GIP
2377
Greatmark Investment Partners
Georgia
$298K -$4.72K -12 -2%
ECM
2378
Elgethun Capital Management
South Dakota
$297K
CT
2379
Colonial Trust
South Carolina
$297K +$31.5K +80 +12%
DFA
2380
DHJJ Financial Advisors
Illinois
$296K -$393 -1 -0.1%
CFO
2381
Collective Family Office
Pennsylvania
$296K
AAS
2382
Annex Advisory Services
Wisconsin
$295K -$7.08K -18 -2%
MIM
2383
Merrion Investment Management
New Jersey
$295K
MAC
2384
Mason & Associates (California)
California
$294K
JCM
2385
Janney Capital Management
Pennsylvania
$294K -$69.6K -177 -19%
FH
2386
FWG Holdings
Florida
$294K -$3.18K -8 -1%
IWN
2387
Independent Wealth Network
Iowa
$293K +$787 +2 +0.3%
KCM
2388
Kanawha Capital Management
Virginia
$293K +$23.6K +60 +9%
MS
2389
Madden Securities
Texas
$292K
MF
2390
Manchester Financial
California
$291K -$2.36K -6 -0.8%
FCMT
2391
Founders Capital Management (Texas)
Texas
$291K
CCA
2392
Covey Capital Advisors
Georgia
$289K
FFC
2393
First Financial Corp
Indiana
$289K -$5.9K -15 -2%
BCM
2394
Bienville Capital Management
New York
$289K -$1.38M -3,520 -83%
MWA
2395
Motive Wealth Advisors
Michigan
$288K
PP
2396
PDT Partners
New York
$288K +$288K +733 New
CIAS
2397
CFS Investment Advisory Services
New Jersey
$288K +$6.7K +17 +2%
SC
2398
Saiph Capital
New Jersey
$288K +$787 +2 +0.3%
PGWM
2399
Pitti Group Wealth Management
New York
$288K -$212K -539 -42%
HIM
2400
Hillsdale Investment Management
Ontario, Canada
$288K -$19.7K -50 -6%