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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 %
BCP
851
Bluegrass Capital Partners
Florida
$9.15M -$482K -1,000 -5%
IA
852
IFP Advisors
Florida
$9.08M -$9.15K -19 -0.1%
APTFM
853
AGUR Provident & Training Funds Management
Israel
$9.06M
Verition Fund Management
854
Verition Fund Management
Connecticut
$9.05M +$2.75M +5,706 +44%
CAC
855
Certified Advisory Corp
Florida
$9.03M -$35.2K -73 -0.4%
CIM
856
Contravisory Investment Management
Massachusetts
$9.02M -$53.5K -111 -0.6%
CG
857
Caprock Group
Idaho
$9.01M +$202K +419 +2%
BSI
858
Bennett Selby Investments
Maine
$9M +$6.74K +14 +0.1%
GCA
859
Guardian Capital Advisors
Ontario, Canada
$8.94M +$995K +2,162 +13%
WCM
860
Wisconsin Capital Management
Wisconsin
$8.91M -$35.2K -73 -0.4%
LG
861
Leuthold Group
Minnesota
$8.86M -$16.9K -35 -0.2%
KIA
862
Knollwood Investment Advisory
Maryland
$8.86M -$60.2K -125 -0.7%
LOPW
863
Live Oak Private Wealth
North Carolina
$8.86M +$53.5K +111 +0.6%
UHC
864
Union Heritage Capital
Michigan
$8.83M +$2.09M +4,339 +31%
CNBT
865
Canandaigua National Bank & Trust
New York
$8.8M -$559K -1,160 -6%
BHWM
866
Bar Harbor Wealth Management
New Hampshire
$8.76M -$167K -346 -2%
RJT
867
Raymond James Trust
Florida
$8.74M +$24.1K +50 +0.3%
FG
868
Fiduciary Group
Georgia
$8.72M -$139K -289 -2%
BFG
869
Berger Financial Group
Minnesota
$8.71M +$5.78K +12 +0.1%
PIM
870
Plato Investment Management
Australia
$8.7M +$8.1M +16,810 +1,335%
PWS
871
Peloton Wealth Strategists
Indiana
$8.69M -$160K -332 -2%
DRD
872
Dennis R. Delaney
$8.68M -$206K -427 -2%
PFS
873
Physicians Financial Services
North Carolina
$8.66M
CCM
874
Conway Capital Management
California
$8.65M +$607K +1,260 +8%
BP
875
Ballentine Partners
Massachusetts
$8.62M +$524K +1,089 +6%