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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 %
MPCG
3076
Matrix Private Capital Group
New York
-$264K -668 Closed
LFRG
3077
Lazard Frères Gestion
France
-$263K -660 Closed
GCM
3078
Gallacher Capital Management
Colorado
-$255K -645 Closed
WF
3079
Wayfinding Financial
Washington
-$250K -634 Closed
ERIC
3080
Eagle Rock Investment Company
Georgia
-$244K -618 Closed
MWP
3081
Meredith Wealth Planning
Illinois
-$244K -616 Closed
TCM
3082
Tandem Capital Management
New Jersey
-$231K -584 Closed
KIA
3083
KLR Investment Advisors
Rhode Island
-$210K -579 Closed
RF
3084
Rollins Financial
Georgia
-$229K -578 Closed
CC
3085
Centiva Capital
New York
-$224K -566 Closed
G
3086
GenTrust
Florida
-$223K -564 Closed
OR
3087
Olympiad Research
Connecticut
-$219K -553 Closed
GWP
3088
Gateway Wealth Partners
Wisconsin
-$218K -551 Closed
GA
3089
Gateway Advisory
New Jersey
-$213K -539 Closed
TCM
3090
Traynor Capital Management
Pennsylvania
-$211K -533 Closed
KFG
3091
Kingdom Financial Group
Arizona
-$210K -530 Closed
NAG
3092
Northstar Advisory Group
New Jersey
-$207K -522 Closed
BAM
3093
Bosun Asset Management
Illinois
-$206K -519 Closed
RW
3094
RVW Wealth
California
-$174K -439 Closed
EARNEST Partners
3095
EARNEST Partners
Georgia
-$164K -413 Closed
IAS
3096
IMA Advisory Services
Colorado
-$133K -336 Closed
CCP
3097
Carmel Capital Partners
California
-$116K -292 Closed
MIA
3098
Milestone Investment Advisors
Wisconsin
-$64.1K -162 Closed
RWM
3099
Ruedi Wealth Management
Illinois
-$46.3K -117 Closed
TJHA
3100
Thomas J. Herzfeld Advisors
Florida
-$39.2K -99 Closed