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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 %
CIP
726
Chartwell Investment Partners
Pennsylvania
$13.2M -$550K -1,143 -4%
TFA
727
Toth Financial Advisory
Virginia
$13.1M -$139K -288 -1%
KRSITF
728
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13.1M -$1.1M -2,274 -8%
KA
729
Kintegral Advisory
New York
$13.1M -$40.9K -85 -0.3%
CAM
730
Cozad Asset Management
Illinois
$13M +$362K +751 +3%
IDP
731
In-Depth Partners
Florida
$12.9M +$346K +719 +3%
CK
732
Cohen Klingenstein
New York
$12.9M
KAS
733
Kemnay Advisory Services
New York
$12.9M +$454K +942 +4%
ECAM
734
East Coast Asset Management
Massachusetts
$12.9M -$9.63K -20 -0.1%
GIM
735
Generate Investment Management
New Zealand
$12.9M -$1.56M -3,245 -11%
CGA
736
Compound Global Advisors
Washington
$12.9M -$1.56M -3,245 -11%
IAA
737
Independent Advisor Alliance
North Carolina
$12.8M +$1.44M +2,981 +13%
MCM
738
Marsico Capital Management
Colorado
$12.7M
AWM
739
Apollon Wealth Management
South Carolina
$12.6M -$709K -1,473 -5%
NMIMC
740
Northwestern Mutual Investment Management Company
Wisconsin
$12.6M -$14.9K -31 -0.1%
HA
741
Harbor Advisors
Florida
$12.5M
KPWS
742
Kestra Private Wealth Services
Texas
$12.5M +$228K +474 +2%
LRPA
743
L. Roy Papp & Associates
Arizona
$12.5M -$79.9K -166 -0.6%
CCM
744
Carderock Capital Management
Maryland
$12.4M -$2.86M -5,931 -19%
GI
745
GAMCO Investors
Connecticut
$12.4M +$139K +288 +1%
HIA
746
Harbor Investment Advisory
Maryland
$12.4M -$9.15K -19 -0.1%
BCM
747
BTC Capital Management
Iowa
$12.3M +$12.3M +25,592 New
PA
748
Perennial Advisors
New York
$12.3M -$64K -133 -0.5%
CM
749
Capital Management
Virginia
$12.3M -$506K -1,050 -4%
ERWM
750
Elk River Wealth Management
Colorado
$12.2M -$1.21M -2,507 -9%