MA icon

Mastercard
MA

Overview Fund Activity

3,092 hedge funds and large institutions have $342B invested in Mastercard in 2024 Q1 according to their latest regulatory filings, with 221 funds opening new positions, 1,217 increasing their positions, 1,207 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,092
Holders Change
+79
Holders Change %
+2.62%
% of All Funds
44.83%
Holding in Top 10
315
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.94%
% of All Funds
4.57%
New
221
Increased
1,217
Reduced
1,207
Closed
102
Calls
$3.17B
Puts
$3.62B
Net Calls
-$455M
Net Calls Change
-$163M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.32B
2
Franklin Resources
2
Franklin Resources
California
$3.57B
3
BlackRock
3
BlackRock
New York
$33.2B
4
UBS Group
4
UBS Group
Switzerland
$1.47B
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$519M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.68B
2
Swedbank
2
Swedbank
Sweden
$0
3
VAM
3
Veritas Asset Management
United Kingdom
$914M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.12B
5
BI
5
BlueSpruce Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$2.3B -$82.8M -171,839 -3%
ACM
27
AKRE Capital Management
Virginia
$2.22B -$217M -451,542 -9%
Goldman Sachs
28
Goldman Sachs
New York
$2.18B -$60.6M -125,798 -3%
Polen Capital Management
29
Polen Capital Management
Florida
$2.15B -$85.3M -177,190 -4%
Invesco
30
Invesco
Georgia
$2.08B +$128M +266,497 +7%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$2.03B +$134M +279,178 +7%
American Century Companies
32
American Century Companies
Missouri
$2.03B -$41.9M -87,005 -2%
Amundi
33
Amundi
France
$2.01B +$10.2M +22,334 +0.5%
AllianceBernstein
34
AllianceBernstein
Tennessee
$1.94B -$251M -522,102 -11%
Berkshire Hathaway
35
Berkshire Hathaway
Nebraska
$1.92B – – –
Fisher Asset Management
36
Fisher Asset Management
Washington
$1.88B +$53M +110,111 +3%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$1.81B +$8.08M +16,770 +0.4%
Brown Advisory
38
Brown Advisory
Maryland
$1.74B -$130M -269,954 -7%
Barclays
39
Barclays
United Kingdom
$1.66B +$248M +515,376 +18%
Capital World Investors
40
Capital World Investors
California
$1.59B +$187M +387,317 +13%
UBS Group
41
UBS Group
Switzerland
$1.47B +$515M +1,068,896 +54%
Parnassus Investments
42
Parnassus Investments
California
$1.43B -$25.2M -52,336 -2%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$1.37B -$58.5M -121,575 -4%
Principal Financial Group
44
Principal Financial Group
Iowa
$1.34B -$24.7M -51,210 -2%
Deutsche Bank
45
Deutsche Bank
Germany
$1.21B +$44.3M +91,915 +4%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.21B -$59.3M -123,100 -5%
Wells Fargo
47
Wells Fargo
California
$1.14B -$30.1M -62,435 -3%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$1.13B -$64.4M -134,237 -5%
T. Rowe Price Investment Management
49
T. Rowe Price Investment Management
Maryland
$1.08B -$112M -231,715 -9%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$1.07B -$4.52M -9,387 -0.4%
1
2
3 4 5