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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 %
AC
1376
Abbrea Capital
California
$2.54M +$149K +350 +6%
DWP
1377
Daymark Wealth Partners
Ohio
$2.53M -$39.2K -92 -2%
GCM
1378
Gables Capital Management
Florida
$2.53M -$21.3K -50 -0.8%
KIC
1379
Kensington Investment Counsel
California
$2.52M -$3.84K -9 -0.2%
JGC
1380
J. Goldman & Co
New York
$2.52M +$2.52M +5,905 New
TRIA
1381
Trail Ridge Investment Advisors
Colorado
$2.51M -$9.81K -23 -0.4%
SCI
1382
Stableford Capital II
Arizona
$2.5M +$24.8K +58 +1%
CL
1383
Choreo LLC
Illinois
$2.5M +$1M +2,352 +67%
WLPWM
1384
Walled Lake Planning & Wealth Management
Illinois
$2.5M -$427 -1 -0%
BWG
1385
Boomfish Wealth Group
Georgia
$2.49M +$2.49M +5,846 New
SB
1386
Simmons Bank
Arkansas
$2.48M +$213K +500 +9%
NW
1387
Naviter Wealth
Arkansas
$2.48M +$486K +1,140 +24%
HCA
1388
Hyperion Capital Advisors
New York
$2.48M -$105K -247 -4%
OL
1389
Optas LLC
Texas
$2.47M -$78.5K -184 -3%
AAP
1390
Arax Advisory Partners
Colorado
$2.47M +$60.6K +142 +3%
SCI
1391
S&CO Inc
Massachusetts
$2.47M
JSC
1392
Jackson Square Capital
California
$2.46M -$41.4K -97 -2%
KCM
1393
Kendall Capital Management
Maryland
$2.46M +$432K +1,013 +21%
MIA
1394
MeadowBrook Investment Advisors
Michigan
$2.45M +$2.45M +5,745 New
BOH
1395
Bank of Hawaii
Hawaii
$2.45M -$18.8K -44 -0.8%
CA
1396
Continuum Advisory
Idaho
$2.44M +$24.7K +58 +1%
SFP
1397
Sweet Financial Partners
Minnesota
$2.44M +$218K +512 +10%
BIG
1398
Brooklyn Investment Group
New York
$2.44M +$2.44M +5,724 New
WI
1399
WrapManager Inc
California
$2.44M -$69.5K -163 -3%
SA
1400
Sicart Associates
New York
$2.44M -$64K -150 -3%