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Mastercard
MA

3,034 hedge funds and large institutions have $312B invested in Mastercard in 2023 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 1,077 increasing their positions, 1,195 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 350 | Existing positions closed: 97

10% more capital invested

Capital invested by funds: $283B → $312B (+$28.7B)

8% more funds holding

Funds holding: 2,816 → 3,034 (+218)

2.1% more ownership

Funds ownership: 76.4% → 78.5% (+2.1%)

8% less call options, than puts

Call options by funds: $3.41B | Put options by funds: $3.7B

10% less repeat investments, than reductions

Existing positions increased: 1,077 | Existing positions reduced: 1,195

5% less funds holding in top 10

Funds holding in top 10: 330 → 315 (-15)

Holders
3,034
Holders Change
+218
Holders Change %
+7.74%
% of All Funds
44.23%
Holding in Top 10
315
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-4.55%
% of All Funds
4.59%
New
350
Increased
1,077
Reduced
1,195
Closed
97
Calls
$3.41B
Puts
$3.7B
Net Calls
-$292M
Net Calls Change
-$1.23B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.1B
2
BlackRock
BlackRock
New York
+$368M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$347M
4
State Street
State Street
Massachusetts
+$331M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$298M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$693M
2
BI
BlueSpruce Investments
Illinois
-$319M
3
ACM
AKRE Capital Management
Virginia
-$317M
4
ECU
Egerton Capital (UK)
United Kingdom
-$293M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$276M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.99B +$43.4M +107,953 +2%
Goldman Sachs
27
Goldman Sachs
New York
$1.98B +$105M +262,373 +6%
Polen Capital Management
28
Polen Capital Management
Florida
$1.98B -$60.8M -151,254 -3%
AllianceBernstein
29
AllianceBernstein
Tennessee
$1.94B -$71.1M -176,877 -4%
Amundi
30
Amundi
France
$1.85B +$259M +643,858 +17%
American Century Companies
31
American Century Companies
Missouri
$1.83B +$804K +2,002 +0%
Invesco
32
Invesco
Georgia
$1.73B -$42.4M -105,446 -3%
Berkshire Hathaway
33
Berkshire Hathaway
Nebraska
$1.7B – – –
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$1.68B +$140M +348,138 +10%
Brown Advisory
35
Brown Advisory
Maryland
$1.66B +$138M +344,329 +10%
Fisher Asset Management
36
Fisher Asset Management
Washington
$1.62B +$33.4M +83,192 +2%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$1.6B +$40.9M +101,841 +3%
Parnassus Investments
38
Parnassus Investments
California
$1.29B -$10.7M -26,562 -0.9%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$1.26B -$106M -263,785 -8%
Barclays
40
Barclays
United Kingdom
$1.25B +$61.9M +154,155 +6%
Capital World Investors
41
Capital World Investors
California
$1.24B +$589K +1,467 +0.1%
Principal Financial Group
42
Principal Financial Group
Iowa
$1.21B +$4.32M +10,757 +0.4%
VAM
43
Veritas Asset Management
United Kingdom
$1.21B -$42.2M -104,988 -4%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.12B -$36.6M -91,100 -3%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$1.06B +$3.81M +9,479 +0.4%
T. Rowe Price Investment Management
46
T. Rowe Price Investment Management
Maryland
$1.05B -$45.9M -114,285 -4%
Wells Fargo
47
Wells Fargo
California
$1.04B -$3.45M -8,576 -0.4%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.04B +$121M +302,346 +14%
Deutsche Bank
49
Deutsche Bank
Germany
$1.03B +$42.1M +104,895 +5%
Baillie Gifford & Co
50
Baillie Gifford & Co
United Kingdom
$988M -$37.2M -92,615 -4%
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MA Hedge Fund Activity: Q4 2023 in Review

3,034 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q4 2023, worth a combined $312B — up 10% from $283B a quarter earlier.

Buyers outnumbered sellers: 350 funds opened new MA positions and 97 closed out — a net gain of 253 holders — while 1,077 added to existing stakes and 1,195 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.1B. The largest seller was T. Rowe Price Associates, cutting an estimated $693M.

  • 3,034 institutional investors held Mastercard (MA) as of Q4 2023, up from 2,816 in Q3 2023.
  • Funds reported $312B of Mastercard stock for Q4 2023, up 10% quarter-over-quarter.
  • 350 funds opened new Mastercard positions in Q4 2023 and 97 closed out, a net change of +253 holders.
  • The largest Mastercard buyer in Q4 2023 was Morgan Stanley, an estimated $6.1B added.
  • The largest Mastercard seller in Q4 2023 was T. Rowe Price Associates, an estimated $693M sold.

Based on aggregated 13F filings for Q4 2023.