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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 %
RA
1401
RiverPark Advisors
New York
$2.43M -$38.8K -91 -2%
SCA
1402
Sander Capital Advisors
Washington
$2.43M -$32K -75 -1%
JF
1403
Jump Financial
Illinois
$2.42M +$737K +1,729 +44%
ACP
1404
Aviance Capital Partners
Florida
$2.41M
JCM
1405
Jacobi Capital Management
Pennsylvania
$2.41M -$45.2K -106 -2%
BEI
1406
Benjamin Edwards Inc
Missouri
$2.41M -$21.8K -51 -0.9%
GIM
1407
Gold Investment Management
Alberta, Canada
$2.41M +$2.41M +5,642 New
MMA
1408
Miracle Mile Advisors
California
$2.4M +$131K +306 +6%
VFA
1409
Voya Financial Advisors
Connecticut
$2.4M -$14.9K -35 -0.6%
BJL
1410
Brighton Jones LLC
Washington
$2.4M +$148K +346 +7%
WIS
1411
Wright Investors Service
Connecticut
$2.39M
AEPWM
1412
Atlantic Edge Private Wealth Management
Florida
$2.38M +$2.38M +5,588 New
BWM
1413
Bulltick Wealth Management
Florida
$2.38M +$43.1K +101 +2%
VAS
1414
Vestmark Advisory Solutions
Massachusetts
$2.38M +$310K +727 +15%
OIA
1415
Optimum Investment Advisors
Illinois
$2.38M -$109K -255 -4%
MWM
1416
Mission Wealth Management
California
$2.37M +$105K +247 +5%
PRS
1417
Pinkerton Retirement Specialists
Idaho
$2.37M -$382K -896 -14%
LA
1418
LVW Advisors
New York
$2.37M +$25.6K +60 +1%
BIA
1419
Benchmark Investment Advisors
Illinois
$2.36M -$43.5K -102 -2%
SCA
1420
STALEY CAPITAL ADVISERS
Pennsylvania
$2.34M
MWM
1421
Marion Wealth Management
Pennsylvania
$2.33M -$1.42M -3,320 -38%
MC
1422
Martin & Co
Tennessee
$2.33M -$102K -240 -4%
SGI
1423
Summit Global Investments
Utah
$2.33M +$227K +533 +11%
DC
1424
DeDora Capital
California
$2.33M +$46.9K +110 +2%
MLA
1425
My Legacy Advisors
Oregon
$2.33M +$79.4K +186 +4%