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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 %
KCM
1076
Kennedy Capital Management
Missouri
$5.51M +$5.51M +11,446 New
CCG
1077
Cloverfields Capital Group
Minnesota
$5.51M +$358K +744 +7%
NC
1078
NBW Capital
Massachusetts
$5.51M +$188K +390 +4%
AC
1079
Arjuna Capital
North Carolina
$5.47M -$590K -1,226 -10%
LFM
1080
LGT Fund Management
Liechtenstein
$5.46M +$697K +1,448 +15%
DAS
1081
Diversify Advisory Services
Utah
$5.46M +$5.46M +11,411 New
M
1082
Mirova
France
$5.46M +$3.24M +6,721 +146%
LHC
1083
Little House Capital
Massachusetts
$5.45M +$579K +1,202 +12%
WP
1084
WealthPLAN Partners
Nebraska
$5.44M +$104K +216 +2%
BFPW
1085
BOK Financial Private Wealth
Colorado
$5.43M -$333K -691 -6%
GP
1086
Geneva Partners
Wisconsin
$5.42M +$6.74K +14 +0.1%
CRM
1087
Cramer Rosenthal McGlynn
Connecticut
$5.41M -$147K -305 -3%
YAM
1088
Yacktman Asset Management
Texas
$5.36M
FA
1089
FDx Advisors
Illinois
$5.36M -$3.2M -6,649 -37%
AM
1090
AGF Management
Ontario, Canada
$5.32M -$708K -1,471 -12%
MPWT
1091
MassMutual Private Wealth & Trust
Connecticut
$5.28M +$309K +642 +6%
KHLMTHM
1092
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.28M
JWM
1093
Jupiter Wealth Management
Colorado
$5.26M -$68.2K -150 -1%
FFP
1094
FourThought Financial Partners
Florida
$5.25M -$70.8K -147 -1%
FGA
1095
Fortis Group Advisors
New Jersey
$5.24M +$2.54M +5,270 +94%
LSPW
1096
Lake Street Private Wealth
Illinois
$5.23M +$4.82K +10 +0.1%
LSAG
1097
Lake Street Advisors Group
New Hampshire
$5.23M +$107K +222 +2%
TAMH
1098
Taikang Asset Management (HK)
Hong Kong
$5.22M
FCM
1099
Fairbanks Capital Management
California
$5.21M -$224K -465 -4%
MCM
1100
Mitchell Capital Management
Kansas
$5.21M +$115K +239 +2%