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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 %
IAS
1076
Insigneo Advisory Services
Florida
$4.68M +$1.42M +3,341 +44%
KHLMTHM
1077
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.67M
BCFD
1078
Boit C.F. David
$4.67M +$335K +800 +8%
CGL
1079
Clarius Group LLC
Washington
$4.65M +$1.09M +2,565 +31%
LSPW
1080
Lake Street Private Wealth
Illinois
$4.63M +$2.14M +5,022 +86%
TAMH
1081
Taikang Asset Management (HK)
Hong Kong
$4.63M +$1.48M +3,468 +47%
PA
1082
Profund Advisors
Maryland
$4.62M +$541K +1,269 +13%
PCM
1083
Penserra Capital Management
California
$4.61M -$199K -466 -4%
SIA
1084
Soltis Investment Advisors
Utah
$4.6M +$476K +1,116 +12%
IWM
1085
IHT Wealth Management
Illinois
$4.6M -$52.5K -123 -1%
KIG
1086
Kennedy Investment Group
New Jersey
$4.59M -$20K -47 -0.4%
NED
1087
Nancy E. Dempze
$4.59M -$44.4K -104 -1%
RWP
1088
RWA Wealth Partners
Massachusetts
$4.57M +$3.19M +7,475 +230%
AAS
1089
Ameritas Advisory Services
Nebraska
$4.56M -$26.7K -59 -0.6%
CCG
1090
Cloverfields Capital Group
Minnesota
$4.56M +$207K +485 +5%
NC
1091
NovaPoint Capital
Georgia
$4.56M -$119K -280 -3%
PFSC
1092
Peoples Financial Services Corp
Pennsylvania
$4.55M -$35.8K -84 -0.8%
CLC
1093
Charles-Lim Capital
Hong Kong
$4.54M +$4.54M +10,643 New
AFC
1094
AFT Forsyth & Company
Florida
$4.54M +$6.4K +15 +0.1%
LSAG
1095
Lake Street Advisors Group
New Hampshire
$4.54M +$58.9K +138 +1%
BOC
1096
Barbara Oil Co
Illinois
$4.52M
MCM
1097
Mitchell Capital Management
Kansas
$4.51M +$24.7K +58 +0.6%
VCWA
1098
Vanguard Capital Wealth Advisors
Colorado
$4.51M +$6.82K +16 +0.2%
DS
1099
DRW Securities
Illinois
$4.5M +$3.31M +7,763 +279%
HCM
1100
Huber Capital Management
California
$4.48M -$512K -1,200 -10%