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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 %
MC
951
Mayar Capital
United Kingdom
$6.42M
WF
952
Welch & Forbes
Massachusetts
$6.42M -$89.1K -209 -1%
NA
953
Nottingham Advisors
New York
$6.41M -$464K -1,087 -7%
PGWM
954
Parisi Gray Wealth Management
New Jersey
$6.41M +$11.1K +26 +0.2%
PCM
955
Poehling Capital Management
Wisconsin
$6.35M -$8.53K -20 -0.1%
YC
956
Yarbrough Capital
Tennessee
$6.33M
GC
957
Globeflex Capital
California
$6.3M
LJHT
958
Laurie J. Hall Trustee
$6.26M -$42.6K -100 -0.7%
MSS
959
Mitchell Sinkler & Starr
Pennsylvania
$6.21M +$2.96M +6,934 +91%
FPB
960
First PREMIER Bank
South Dakota
$6.21M
PCM
961
Parsons Capital Management
Rhode Island
$6.2M +$3.41K +8 +0.1%
HHAA
962
Henry H. Armstrong Associates
Pennsylvania
$6.2M -$36.3K -85 -0.6%
HI
963
Horizon Investments
North Carolina
$6.2M +$508K +1,193 +9%
SIG
964
Stonegate Investment Group
Alabama
$6.19M +$214K +502 +4%
FWCM
965
Ferguson Wellman Capital Management
Oregon
$6.17M +$2.99K +7 +0%
MWA
966
Moser Wealth Advisors
Washington
$6.17M -$57.6K -135 -0.9%
COI
967
Connable Office Inc
Michigan
$6.16M -$68.7K -161 -1%
EAM
968
Eukles Asset Management
Ohio
$6.15M +$17.9K +42 +0.3%
OCM
969
One Capital Management
California
$6.15M -$457K -1,071 -7%
PCA
970
Pallas Capital Advisors
Massachusetts
$6.15M -$720K -1,689 -10%
EB
971
Eastern Bank
Massachusetts
$6.14M +$71.7K +168 +1%
GL
972
Graypoint LLC
New York
$6.12M -$8.53K -20 -0.1%
WIM
973
WealthPlan Investment Management
Nebraska
$6.12M -$15.8K -37 -0.3%
EWM
974
Executive Wealth Management
Michigan
$6.1M +$508K +1,191 +9%
PNAA
975
Pictet North America Advisors
Switzerland
$6.08M +$53.3K +125 +0.9%