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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 %
FNT
1651
First National Trust
Pennsylvania
$1.56M +$97.7K +229 +7%
FAM
1652
Formidable Asset Management
Ohio
$1.56M -$29.4K -69 -2%
IIA
1653
IPG Investment Advisors
California
$1.54M -$530K -1,242 -26%
CC
1654
Copperleaf Capital
North Carolina
$1.54M -$53.3K -125 -3%
CFO
1655
CVA Family Office
Colorado
$1.53M -$14.9K -35 -1%
BFA
1656
Beaumont Financial Advisors
Massachusetts
$1.53M -$5.97K -14 -0.4%
Wolverine Trading
1657
Wolverine Trading
Illinois
$1.52M -$794K -1,861 -34%
AP
1658
Americana Partners
Texas
$1.52M -$517K -1,214 -25%
SFP
1659
Shepherd Financial Partners
Massachusetts
$1.52M +$36.7K +86 +2%
CG
1660
Cynosure Group
Utah
$1.52M +$154K +362 +11%
USB
1661
Union Savings Bank
Connecticut
$1.51M -$153K -359 -9%
AL
1662
Aspiriant LLC
California
$1.51M +$7.68K +18 +0.5%
SMH
1663
Sanders Morris Harris
Texas
$1.51M -$441K -1,048 -23%
SMA
1664
Sage Mountain Advisors
Georgia
$1.51M +$83.6K +196 +6%
RMDI
1665
R.M. Davis Inc
Maine
$1.5M -$51.2K -120 -3%
HWMA
1666
Heritage Wealth Management (Arizona)
Arizona
$1.5M +$1.5M +3,510 New
KP
1667
Keel Point
Alabama
$1.5M +$58.9K +138 +4%
DTL
1668
Dynamic Technology Lab
Singapore
$1.49M +$793K +1,860 +114%
FCM
1669
Fortis Capital Management
Washington
$1.48M +$157K +369 +12%
SC
1670
Sierra Capital
Florida
$1.47M -$17.1K -40 -1%
SB
1671
Strategic Blueprint
Georgia
$1.47M -$131K -307 -8%
FFS
1672
Founders Financial Securities
Maryland
$1.47M +$224K +525 +18%
BB
1673
Bell Bank
North Dakota
$1.47M +$158K +370 +12%
LCGC
1674
Legacy Capital Group California
California
$1.46M +$5.55K +13 +0.4%
PCMF
1675
Private Capital Management (Florida)
Florida
$1.46M