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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 %
GIM
1226
Goelzer Investment Management
Indiana
$3.43M +$19.6K +46 +0.6%
RCAG
1227
Rehmann Capital Advisory Group
Michigan
$3.43M +$117K +275 +4%
WAM
1228
Watershed Asset Management
California
$3.43M
ST
1229
Smithfield Trust
Pennsylvania
$3.43M -$233K -547 -6%
BDS
1230
Banco de Sabadell
Florida
$3.42M +$55.4K +130 +2%
HFRG
1231
Houlihan Financial Resource Group
Virginia
$3.42M +$35K +82 +1%
NG
1232
Norden Group
Utah
$3.41M +$23K +54 +0.7%
PWP
1233
Private Wealth Partners
California
$3.41M +$85.3K +200 +3%
PBT
1234
Pictet Bank & Trust
Bahamas
$3.41M +$85.3K +200 +3%
PS
1235
Pensionfund Sabic
Netherlands
$3.41M
NS
1236
NBC Securities
Alabama
$3.4M -$263K -617 -7%
FFA
1237
Fortune Financial Advisors
Kansas
$3.35M +$145K +339 +5%
CIM
1238
Chiron Investment Management
New York
$3.33M -$938K -2,199 -22%
CST
1239
Charles Schwab Trust
Nevada
$3.33M +$36.3K +85 +1%
MOS
1240
MGO One Seven
Ohio
$3.32M +$692K +1,623 +26%
NB
1241
Nicolet Bankshares
Wisconsin
$3.32M +$147K +344 +5%
CWM
1242
Circle Wealth Management
New Jersey
$3.31M -$222K -520 -6%
GSPF
1243
Grafton Street Partners Fund
Florida
$3.31M +$3.31M +7,752 New
VWM
1244
Vivid Wealth Management
Iowa
$3.31M +$3.31M +7,751 New
FFA
1245
Fairfield Financial Advisors
Massachusetts
$3.3M +$1.71K +4 +0.1%
RAM
1246
Redmond Asset Management
Virginia
$3.3M +$8.1K +19 +0.2%
TCOT
1247
Trust Company of Toledo
Ohio
$3.3M +$260K +610 +9%
WPC
1248
Wedmont Private Capital
Pennsylvania
$3.3M +$365K +866 +12%
WCM Investment Management
1249
WCM Investment Management
California
$3.3M -$95.9K -225 -3%
CRC
1250
Curi RMB Capital
Illinois
$3.29M -$72.1K -169 -2%