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Mastercard

3,093 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, 1,208 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,093
Holders Change
+79
Holders Change %
+2.62%
% of All Funds
44.83%
Holding in Top 10
316
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.94%
% of All Funds
4.58%
New
221
Increased
1,217
Reduced
1,208
Closed
102
Calls
$3.17B
Puts
$3.62B
Net Calls
-$455M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
701
D.A. Davidson & Co
Montana
$14.5M +$389K +807 +3%
CIA
702
Choate Investment Advisors
Massachusetts
$14.4M +$3.53M +7,334 +32%
BCM
703
Bornite Capital Management
New York
$14.4M +$14.4M +30,000 New
AMI
704
Amica Mutual Insurance
Rhode Island
$14.3M
IP
705
Interval Partners
New York
$14.3M -$13.7M -28,495 -49%
AWAG
706
ARS Wealth Advisors Group
Florida
$14.3M +$1.06M +2,210 +8%
DT
707
Diversified Trust
Tennessee
$14.3M +$2.3M +4,779 +19%
SWP
708
Stratos Wealth Partners
Ohio
$14.1M +$225K +468 +2%
LCI
709
L1 Capital International
Australia
$14.1M +$376K +785 +3%
SWK
710
Stephen W. Kidder
$14.1M -$1.27M -2,634 -8%
KHLMVGHM
711
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$14M
SH
712
SeaTown Holdings
Singapore
$14M +$4.39M +9,120 +46%
FCH
713
Freestone Capital Holdings
Washington
$14M +$368K +765 +3%
FC
714
Fulcrum Capital
Washington
$14M -$178K -370 -1%
CPC
715
Cookson Peirce & Co
Pennsylvania
$14M -$251K -522 -2%
GLAM
716
Gardner Lewis Asset Management
Pennsylvania
$13.9M -$698K -1,449 -5%
IIM
717
INTECH Investment Management
Florida
$13.8M +$2.04M +4,227 +17%
XI
718
XXEC Inc
Oklahoma
$13.6M -$276K -573 -2%
TW
719
TritonPoint Wealth
Maryland
$13.5M -$763K -1,774 -5%
HIP
720
HUB Investment Partners
Texas
$13.4M -$40.5K -84 -0.3%
BIC
721
Beach Investment Counsel
Pennsylvania
$13.3M
SW
722
Simplicity Wealth
New Jersey
$13.3M +$12.8M +26,486 +2,340%
GT
723
Greenleaf Trust
Michigan
$13.3M -$950K -1,973 -7%
ATC
724
Argent Trust Co
Tennessee
$13.3M -$65K -135 -0.5%
OA
725
Oxbow Advisors
Texas
$13.2M -$25.5K -53 -0.2%