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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 %
JSP
651
Jackson Square Partners
California
$15.1M -$1.26M -2,961 -8%
AIMC
652
Alley Investment Management Company
Illinois
$15.1M +$1.46M +3,423 +11%
MWM
653
Moran Wealth Management
Florida
$15M +$102K +240 +0.7%
DMIC
654
Dixon Mitchell Investment Counsel
British Columbia, Canada
$15M -$399K -936 -3%
BRWA
655
B. Riley Wealth Advisors
Florida
$14.9M -$692K -1,622 -4%
ZCI
656
Zevenbergen Capital Investments
Washington
$14.9M +$4.27M +10,000 +40%
WSTAM
657
Wilbanks Smith & Thomas Asset Management
Virginia
$14.8M +$2.56K +6 +0%
VI
658
Vestcor Inc
New Brunswick, Canada
$14.7M +$751K +1,760 +5%
SAM
659
Sawgrass Asset Management
Florida
$14.7M -$478K -1,120 -3%
UAS
660
United Asset Strategies
New York
$14.7M -$2.34M -5,487 -14%
CGIM
661
Capital Group Investment Management
Singapore
$14.5M -$17M -39,908 -54%
ERIM
662
Eagle Ridge Investment Management
Connecticut
$14.5M -$55.9K -131 -0.4%
MLICM
663
Metropolitan Life Insurance Company (MetLife)
New York
$14.4M -$306K -718 -2%
HI
664
Hendershot Investments
Virginia
$14.3M +$524K +1,229 +4%
KFC
665
Klingenstein Fields & Co
New York
$14.2M -$209K -489 -1%
Point72 Asset Management
666
Point72 Asset Management
Connecticut
$14.2M -$48M -112,601 -77%
Kayne Anderson Rudnick Investment Management
667
Kayne Anderson Rudnick Investment Management
California
$14.1M +$1.38M +3,237 +11%
TW
668
TritonPoint Wealth
Maryland
$14.1M +$14.1M +33,110 New
RC
669
Roundview Capital
New Jersey
$14.1M +$641K +1,504 +5%
OA
670
Oak Associates
Ohio
$14M -$31.6K -74 -0.2%
CI
671
Capital International
California
$13.9M -$43.1K -101 -0.3%
EAM
672
Eagle Asset Management
Florida
$13.9M -$2.29M -5,374 -14%
WPI
673
Walter Public Investments
Canada
$13.9M
WSCM
674
Wellington Shields Capital Management
New York
$13.9M -$1.14M -2,675 -8%
CA
675
Claar Advisors
New York
$13.8M