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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 %
SP
1476
Symmetry Partners
Connecticut
$2.51M
FIC
1477
FCG Investment Company
Tennessee
$2.51M +$1.25M +2,592 +99%
LC
1478
Lindbrook Capital
California
$2.51M +$180K +374 +8%
PWPS
1479
Pinnacle Wealth Planning Services
Ohio
$2.5M -$52K -108 -2%
DRS
1480
Deane Retirement Strategies
Louisiana
$2.5M +$43.3K +90 +2%
RC
1481
RDST Capital
Washington
$2.49M -$376K -780 -13%
S
1482
SimplyRich
California
$2.49M
NHC
1483
Nicholas Hoffman & Company
Georgia
$2.47M +$1.93K +4 +0.1%
GP
1484
Girard Partners
Pennsylvania
$2.47M -$81.9K -170 -3%
SL
1485
SFM LLC
New Hampshire
$2.47M -$155K -321 -6%
RCM
1486
Riverpark Capital Management
New York
$2.47M
IFAM
1487
Institutional & Family Asset Management
Colorado
$2.46M -$25K -52 -1%
RBA
1488
Richard Bernstein Advisors
New York
$2.45M -$120K -250 -5%
OCM
1489
Olstein Capital Management
New York
$2.45M -$678K -1,407 -22%
MBTD
1490
Mechanics Bank - Trust Department
California
$2.44M -$57.3K -119 -2%
SAM
1491
S.A. Mason
Michigan
$2.43M +$482 +1 +0%
PWP
1492
Principle Wealth Partners
Connecticut
$2.43M +$34.2K +71 +1%
JHP
1493
James Hambro & Partners
United Kingdom
$2.43M -$177K -369 -7%
DC
1494
DeDora Capital
California
$2.42M -$212K -440 -8%
CWG
1495
Cornerstone Wealth Group
North Carolina
$2.42M +$398K +827 +20%
PWM
1496
Peterson Wealth Management
Nevada
$2.41M +$606K +1,259 +34%
BLAM
1497
Bourne Lent Asset Management
New York
$2.41M
GA
1498
Geller Advisors
New York
$2.4M +$194K +403 +9%
GLR
1499
Great Lakes Retirement
Ohio
$2.4M +$30.3K +63 +1%
CT
1500
Chicago Trust
Illinois
$2.4M -$83.3K -173 -3%