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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 %
VIM
701
Vinva Investment Management
Australia
$12.8M +$1.84M +4,324 +17%
FB
702
Fulton Bank
Pennsylvania
$12.7M -$501K -1,175 -4%
AMI
703
Amica Mutual Insurance
Rhode Island
$12.7M -$362K -849 -3%
AF
704
Allworth Financial
California
$12.7M -$4.69K -11 -0%
EF
705
Empirical Finance
Pennsylvania
$12.6M +$41.8K +98 +0.3%
CPC
706
Cookson Peirce & Co
Pennsylvania
$12.6M +$2.35M +5,519 +23%
WM
707
Whitford Management
New York
$12.6M +$12.6M +29,558 New
GT
708
Greenleaf Trust
Michigan
$12.6M +$180K +423 +1%
KRSITF
709
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12.6M -$224K -525 -2%
FC
710
Fulcrum Capital
Washington
$12.6M -$543K -1,273 -4%
EAMA
711
EFG Asset Management (Americas)
Florida
$12.5M -$508K -1,191 -4%
DADC
712
D.A. Davidson & Co
Montana
$12.5M -$66.5K -156 -0.5%
KHLMVGHM
713
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.4M
ORI
714
Oak Ridge Investments
Illinois
$12.4M +$104K +243 +0.8%
JWM
715
Jackson Wealth Management
Florida
$12.4M +$272K +637 +2%
SWP
716
Stratos Wealth Partners
Ohio
$12.3M +$263K +616 +2%
HF
717
HRT Financial
New York
$12.3M +$6.11M +14,332 +99%
XI
718
XXEC Inc
Oklahoma
$12.2M -$679K -1,591 -5%
LCI
719
L1 Capital International
Australia
$12.2M +$12.2M +28,707 New
CSS
720
Cubist Systematic Strategies
Connecticut
$12.2M +$12.2M +28,499 +19,256%
CIP
721
Chartwell Investment Partners
Pennsylvania
$12.2M -$101K -236 -0.8%
FCH
722
Freestone Capital Holdings
Washington
$12.1M +$67K +157 +0.6%
PF
723
Phoenix Financial
Israel
$12M -$2.89M -6,184 -19%
HIP
724
HUB Investment Partners
Texas
$11.9M +$10.9M +25,574 +1,057%
ERWM
725
Elk River Wealth Management
Colorado
$11.9M +$32.8K +77 +0.3%