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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 %
NFGCM
876
Norman Fields Gottscho Capital Management
New York
$7.61M -$10.7K -25 -0.1%
SC
877
Saybrook Capital
North Carolina
$7.61M -$57.6K -135 -0.8%
RBFC
878
Roman Butler Fullerton & Co
Missouri
$7.59M +$260K +592 +4%
FA
879
FDx Advisors
Illinois
$7.58M -$833K -1,954 -10%
JEST
880
JTC Employer Solutions Trustee
Jersey
$7.58M
TI
881
Trexquant Investment
Connecticut
$7.55M -$1.21M -2,845 -14%
IIC
882
Ironwood Investment Counsel
Arizona
$7.55M -$29.9K -70 -0.4%
HBT
883
Hills Bank & Trust
Iowa
$7.54M +$38.4K +90 +0.5%
Kovitz Investment Group Partners
884
Kovitz Investment Group Partners
Illinois
$7.49M -$5.97K -14 -0.1%
KWMG
885
King Wealth Management Group
Florida
$7.49M -$292K -685 -4%
KCM
886
Kingdon Capital Management
New York
$7.46M +$7.46M +17,500 New
IAM
887
Infusive Asset Management
New York
$7.45M +$7.45M +17,464 New
JFG
888
Jefferies Financial Group
New York
$7.44M +$3.15M +7,381 +73%
IHL
889
Investment House LLC
California
$7.41M -$1.74M -4,090 -19%
PAM
890
Pegasus Asset Management
New York
$7.41M +$29K +68 +0.4%
VIP
891
Vantage Investment Partners
Missouri
$7.4M +$2.49M +5,841 +51%
PE
892
Point72 Europe
United Kingdom
$7.38M +$518K +1,214 +8%
HZ
893
Hixon Zuercher
Ohio
$7.36M +$114K +267 +2%
SC
894
Savant Capital
Illinois
$7.34M +$1.23M +2,875 +20%
HA
895
Herold Advisors
New York
$7.34M -$87.4K -205 -1%
HCMT
896
Highland Capital Management (Tennessee)
Tennessee
$7.33M -$22.6K -53 -0.3%
WWA
897
WCG Wealth Advisors
Nevada
$7.33M -$170K -399 -2%
CPIG
898
Chicago Partners Investment Group
Illinois
$7.31M +$1.17M +2,670 +19%
BWL
899
Bogart Wealth LLC
Virginia
$7.3M +$535K +1,255 +8%
GCA
900
Guardian Capital Advisors
Ontario, Canada
$7.28M +$892K +2,115 +14%