Mastercard
3,034 hedge funds and large institutions have $312B invested in Mastercard in 2023 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 1,077 increasing their positions, 1,195 reducing their positions, and 97 closing their positions.
261% more first-time investments, than exits
New positions opened: 350 | Existing positions closed: 97
10% more capital invested
Capital invested by funds: $283B → $312B (+$28.7B)
8% more funds holding
Funds holding: 2,816 → 3,034 (+218)
2.1% more ownership
Funds ownership: 76.4% → 78.5% (+2.1%)
8% less call options, than puts
Call options by funds: $3.41B | Put options by funds: $3.7B
10% less repeat investments, than reductions
Existing positions increased: 1,077 | Existing positions reduced: 1,195
5% less funds holding in top 10
Funds holding in top 10: 330 → 315 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.1B |
| 2 |
BlackRock
New York
|
+$368M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$347M |
| 4 |
State Street
Boston,
Massachusetts
|
+$331M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$298M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$693M |
| 2 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
-$319M |
| 3 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$317M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$293M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$276M |
MA Hedge Fund Activity: Q4 2023 in Review
3,034 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q4 2023, worth a combined $312B — up 10% from $283B a quarter earlier.
Buyers outnumbered sellers: 350 funds opened new MA positions and 97 closed out — a net gain of 253 holders — while 1,077 added to existing stakes and 1,195 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.1B. The largest seller was T. Rowe Price Associates, cutting an estimated $693M.
- 3,034 institutional investors held Mastercard (MA) as of Q4 2023, up from 2,816 in Q3 2023.
- Funds reported $312B of Mastercard stock for Q4 2023, up 10% quarter-over-quarter.
- 350 funds opened new Mastercard positions in Q4 2023 and 97 closed out, a net change of +253 holders.
- The largest Mastercard buyer in Q4 2023 was Morgan Stanley, an estimated $6.1B added.
- The largest Mastercard seller in Q4 2023 was T. Rowe Price Associates, an estimated $693M sold.
Based on aggregated 13F filings for Q4 2023.