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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
44.19%
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 %
VWWMG
3001
Vermillion & White Wealth Management Group
Pennsylvania
$4.69K +$4.69K +11 New
T
3002
Tidemark
California
$3.84K +$3.84K +9 New
CTWM
3003
Cherry Tree Wealth Management
Minnesota
$3.41K
PWM
3004
Partnership Wealth Management
Maryland
$3.15K +$3.15K +7 New
MSE
3005
MUFG Securities EMEA
United Kingdom
$2.99K
TCM
3006
TD Capital Management
Tennessee
$2.99K +$2.99K +7 New
TCM
3007
Tradewinds Capital Management
Washington
$2.56K
TAM
3008
Tucker Asset Management
Colorado
$2.56K
LFA
3009
Level Financial Advisors
New York
$2.14K
MSWM
3010
Mowery & Schoenfeld Wealth Management
Illinois
$2.13K +$2.13K +5 New
LAM
3011
Lummis Asset Management
Texas
$1.71K +$1.71K +4 New
HCM
3012
Horrell Capital Management
Arkansas
$1K +$1K +2 New
DWA
3013
Delos Wealth Advisors
Texas
$854
FDCP
3014
Foster Dykema Cabot & Partners
Massachusetts
$853 +$853 +2 New
PI
3015
PEAK6 Investments
Illinois
$626 -$1.25K -2 -67%
ESCM
3016
Echo Street Capital Management
New York
-$235M -593,415 Closed
Select Equity Group
3017
Select Equity Group
New York
-$64.2M -162,275 Closed
JCM
3018
Junto Capital Management
New York
-$44.3M -111,878 Closed
KWILP
3019
Kiwi Wealth Investments Limited Partnership
New Zealand
-$39.6M -99,961 Closed
SIG
3020
Senator Investment Group
New York
-$33.7M -85,000 Closed
N
3021
Natixis
France
-$18.2M -45,865 Closed
Capital Fund Management (CFM)
3022
Capital Fund Management (CFM)
France
-$13.5M -34,221 Closed
EW
3023
Evoke Wealth
California
-$12.4M -31,380 Closed
CCP
3024
Clough Capital Partners
Massachusetts
-$8.88M -22,435 Closed
CPIH
3025
Consolidated Press International Holdings
Australia
-$8.17M -20,639 Closed