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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 %
TGAM
826
TBH Global Asset Management
Tennessee
$9.81M +$807K +1,676 +9%
SW
827
Solidarity Wealth
Utah
$9.78M +$680K +1,412 +7%
EAMA
828
EFG Asset Management (Americas)
Florida
$9.76M -$4.38M -9,085 -31%
CFGS
829
Concourse Financial Group Securities
Alabama
$9.76M +$67.4K +140 +0.7%
RCWM
830
Royal Capital Wealth Management
Indiana
$9.7M -$60.2K -125 -0.6%
CAM
831
Cypress Asset Management
Texas
$9.7M -$109K -225 -1%
AAS
832
Avantax Advisory Services
Texas
$9.69M +$624K +1,296 +7%
MCWS
833
McKinley Carter Wealth Services
West Virginia
$9.66M +$165K +342 +2%
AMM
834
American Money Management
California
$9.65M +$58.3K +121 +0.6%
GI
835
Gradient Investments
Minnesota
$9.63M -$83.8K -174 -0.9%
BC
836
Blackhill Capital
New Jersey
$9.63M
PIM
837
Progressive Investment Management
Oregon
$9.61M -$131K -273 -1%
IA
838
Icon Advisers
Colorado
$9.61M
AIMCA
839
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.58M
CHC
840
City Holding Co
West Virginia
$9.48M +$91K +189 +1%
NIM
841
Northeast Investment Management
Massachusetts
$9.43M -$188K -390 -2%
NONA
842
Ninety One North America
New York
$9.43M -$63.1K -131 -0.7%
OHIS
843
Oak Harvest Investment Services
Texas
$9.33M -$138K -287 -1%
LOAME
844
Lombard Odier Asset Management (Europe)
United Kingdom
$9.32M -$443K -919 -5%
1C
845
1623 Capital
Virginia
$9.29M +$62.6K +130 +0.7%
MCCA
846
Mill Creek Capital Advisors
Pennsylvania
$9.29M -$2.16M -4,482 -19%
SCM
847
Shelton Capital Management
Colorado
$9.26M +$241K +500 +3%
GCM
848
Gibraltar Capital Management
Oklahoma
$9.24M -$1.43M -2,977 -13%
DAS
849
Dynamic Advisor Solutions
Arizona
$9.23M -$65.5K -136 -0.7%
MAM
850
Mirabaud Asset Management
United Kingdom
$9.2M -$4.01M -8,317 -30%