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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 %
HWA
1601
HCR Wealth Advisors
California
$1.67M +$741K +1,737 +80%
PA
1602
Prossimo Advisors
California
$1.67M +$14.9K +35 +0.9%
B
1603
Bailard
California
$1.66M +$139K +327 +9%
TA
1604
Tectonic Advisors
Texas
$1.66M +$43.1K +101 +3%
CCM
1605
Cinctive Capital Management
New York
$1.66M +$1.18M +2,757 +245%
V
1606
VeraBank
Texas
$1.65M -$32K -75 -2%
TPW
1607
Transatlantique Private Wealth
New York
$1.65M
NWM
1608
NRI Wealth Management
California
$1.65M +$1.65M +3,861 New
ESB
1609
Essex Savings Bank
Connecticut
$1.65M +$78.1K +183 +5%
IGGA
1610
Iron Gate Global Advisors
Utah
$1.64M +$42.2K +99 +3%
EWM
1611
Elmwood Wealth Management
California
$1.64M -$1.03M -2,420 -39%
AWA
1612
Aaron Wealth Advisors
Illinois
$1.64M -$5.96M -13,963 -78%
NF
1613
Nikulski Financial
Iowa
$1.64M -$13.6K -32 -0.8%
SPG
1614
Strategic Planning Group
Utah
$1.63M +$1.63M +3,829 New
AA
1615
Altman Advisors
Illinois
$1.63M +$17.9K +42 +1%
MRCM
1616
M&R Capital Management
New Jersey
$1.63M +$76.8K +180 +5%
RMC
1617
Resources Management Corp
Connecticut
$1.63M +$497K +1,165 +44%
SIA
1618
SkyView Investment Advisors
New Jersey
$1.63M -$108K -252 -6%
SSWM
1619
Strait & Sound Wealth Management
California
$1.62M -$55.6K -130 -3%
VPI
1620
Value Partners Investments
Manitoba, Canada
$1.62M +$112K +262 +7%
EL
1621
EMFO LLC
Florida
$1.62M -$171K -400 -10%
STAS
1622
Strong Tower Advisory Services
Minnesota
$1.62M -$37.1K -87 -2%
YIA
1623
YHB Investment Advisors
Connecticut
$1.62M +$13.2K +31 +0.8%
HAI
1624
Hennessy Advisors Inc
California
$1.62M -$213K -500 -12%
HFM
1625
Harvest Fund Management
China
$1.62M -$117K -274 -7%