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Mastercard

3,014 hedge funds and large institutions have $311B invested in Mastercard in 2023 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,070 increasing their positions, 1,189 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,014
Holders Change
+214
Holders Change %
+7.64%
% of All Funds
44.18%
Holding in Top 10
310
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.91%
% of All Funds
4.54%
New
346
Increased
1,070
Reduced
1,189
Closed
97
Calls
$3.41B
Puts
$3.7B
Net Calls
-$292M
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Shares
Change %
WDC
2476
Woodward Diversified Capital
California
$355K +$3.84K +9 +1%
FH
2477
FWG Holdings
Florida
$353K -$48.5K -115 -12%
FC
2478
Financial Council
Maryland
$351K
DA
2479
DSC Advisors
Illinois
$350K +$33.7K +79 +11%
NF
2480
Nvest Financial
New Hampshire
$349K +$41.8K +98 +14%
PCOC
2481
Power Corp of Canada
Canada
$348K
TIA
2482
Tiemann Investment Advisors
California
$348K +$39.2K +92 +13%
VNA
2483
Valley National Advisers
Pennsylvania
$348K +$74.6K +175 +27%
MCA
2484
Magnolia Capital Advisors
Mississippi
$347K +$104K +233 +43%
FA
2485
Fiduciary Alliance
South Carolina
$347K -$32.8K -77 -9%
IVP
2486
Intrinsic Value Partners
Arizona
$346K -$17.1K -40 -5%
JWA
2487
JFS Wealth Advisors
Pennsylvania
$346K +$22.2K +52 +7%
GAG
2488
Goodman Advisory Group
Massachusetts
$345K
LA
2489
Lakeside Advisors
Washington
$345K -$21.3K -50 -6%
EWM
2490
Endowment Wealth Management
Wisconsin
$345K -$2.56K -6 -0.7%
ME
2491
McIlrath & Eck
Washington
$345K -$155K -364 -31%
SIC
2492
Sigma Investment Counselors
Michigan
$345K
CASB
2493
Cape Ann Savings Bank
Massachusetts
$344K -$2.25K -5 -0.6%
MPIA
2494
Mountain Pacific Investment Advisers
Idaho
$344K
NIC
2495
Northwest Investment Counselors
Oregon
$344K +$4.27K +10 +1%
ZIG
2496
Zullo Investment Group
Pennsylvania
$342K +$50K +117 +17%
JCM
2497
Janney Capital Management
Pennsylvania
$342K
CFA
2498
Capstone Financial Advisors
Illinois
$342K
AFM
2499
Armstrong Fleming & Moore
District of Columbia
$341K
CC
2500
Constitution Capital
Connecticut
$341K -$42.7K -100 -11%