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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 %
SFA
951
Sequoia Financial Advisors
Ohio
$7.17M -$2.26M -4,693 -24%
EAM
952
Eukles Asset Management
Ohio
$7.16M +$216K +449 +3%
CI
953
CX Institutional
Indiana
$7.12M -$2.39M -4,968 -25%
CUAMC
954
China Universal Asset Management Company
China
$7.12M +$2.26M +4,685 +46%
BL
955
Balentine LLC
Georgia
$7.12M +$1.17M +2,422 +20%
CAM
956
ClariVest Asset Management
California
$7.11M -$16.9M -35,124 -70%
CS
957
Cannell & Spears
New York
$7.11M +$498K +1,035 +8%
AI
958
Aperture Investors
New York
$7.1M +$830K +1,723 +13%
AWM
959
Avior Wealth Management
Nebraska
$7.07M +$599K +1,243 +9%
FPB
960
First PREMIER Bank
South Dakota
$7.06M +$53K +110 +0.8%
PGIM
961
Pacific Global Investment Management
California
$7.04M -$338K -702 -5%
GL
962
Graypoint LLC
New York
$7.02M +$109K +227 +2%
LJHT
963
Laurie J. Hall Trustee
$7.02M -$52K -108 -0.7%
HHAA
964
Henry H. Armstrong Associates
Pennsylvania
$7.01M +$9.63K +20 +0.1%
KNW
965
Kesler Norman & Wride
Utah
$7.01M +$1.12M +2,321 +19%
GI
966
GLOBALT Investments
Georgia
$6.99M -$268K -557 -4%
PTC
967
Private Trust Company
Ohio
$6.98M +$235K +488 +3%
MWA
968
Moser Wealth Advisors
Washington
$6.98M +$16.9K +35 +0.2%
PCM
969
Parsons Capital Management
Rhode Island
$6.93M -$69.8K -145 -1%
WIM
970
WealthPlan Investment Management
Nebraska
$6.93M +$16.9K +35 +0.2%
TW
971
Transform Wealth
Colorado
$6.93M -$752K -1,562 -10%
FWCM
972
Ferguson Wellman Capital Management
Oregon
$6.92M -$41.4K -86 -0.6%
MYAM
973
Meiji Yasuda Asset Management
Japan
$6.87M -$592K -1,230 -8%
ClearBridge Investments
974
ClearBridge Investments
New York
$6.86M -$213M -441,681 -97%
FNBOO
975
First National Bank of Omaha
Nebraska
$6.85M -$4.69M -8,556 -41%