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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 %
DAM
1001
Deltec Asset Management
New York
$5.66M -$1.29M -3,030 -19%
CG
1002
CFO4Life Group
Texas
$5.65M -$19.6K -46 -0.3%
LFAS
1003
Level Four Advisory Services
Texas
$5.63M -$10.2K -24 -0.2%
OIA
1004
OneDigital Investment Advisors
Kansas
$5.6M +$1.7M +3,979 +43%
Verition Fund Management
1005
Verition Fund Management
Connecticut
$5.59M -$15.6M -36,634 -74%
GPI
1006
General Partner Inc
Pennsylvania
$5.57M -$422K -1,000 -7%
AI
1007
Aperture Investors
New York
$5.55M -$1.2M -2,821 -18%
WPP
1008
Whalerock Point Partners
Rhode Island
$5.55M -$92.1K -216 -2%
HWAM
1009
Hennion & Walsh Asset Management
New Jersey
$5.54M -$217K -508 -4%
BGI
1010
BlueDrive Global Investors
United Kingdom
$5.48M +$5.48M +12,859 New
CQS
1011
Credential Qtrade Securities
$5.47M -$335K -785 -6%
FSA
1012
Fort Sheridan Advisors
Illinois
$5.41M +$8.53K +20 +0.2%
LNC
1013
Lincoln National Corp
Pennsylvania
$5.39M +$858K +2,011 +19%
PFP
1014
Pinnacle Financial Partners
Tennessee
$5.38M +$58.4K +137 +1%
AFA
1015
Abacus FCF Advisors
Florida
$5.37M +$759K +1,780 +16%
WG
1016
Welch Group
Alabama
$5.37M +$64K +150 +1%
DWM
1017
Dakota Wealth Management
Florida
$5.37M +$102K +240 +2%
AC
1018
Arjuna Capital
North Carolina
$5.36M +$206K +483 +4%
SCA
1019
Stokes Capital Advisors
South Carolina
$5.36M +$425K +996 +9%
AM
1020
AGF Management
Ontario, Canada
$5.34M +$706K +1,655 +15%
CAM
1021
Carret Asset Management
New York
$5.33M -$100K -235 -2%
CIP
1022
Capital Insight Partners
Arizona
$5.33M +$115K +269 +2%
KM
1023
KP Management
Minnesota
$5.33M +$5.33M +12,500 New
AWM
1024
Avitas Wealth Management
California
$5.3M -$853 -2 -0%
PAMG
1025
Patton Albertson Miller Group
Tennessee
$5.28M +$871K +2,043 +20%