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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 %
NC
1851
NinePointTwo Capital
California
$1.04M
TFM
1852
TFC Financial Management
Massachusetts
$1.03M
9WM
1853
9258 Wealth Management
Ohio
$1.03M +$2.99K +7 +0.3%
CPA
1854
Capital Planning Advisors
California
$1.03M +$12.4K +29 +1%
GITFIT
1855
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.02M
SOAMC
1856
Spirit of America Management Corp
New York
$1.02M
LAI
1857
Legal Advantage Investments
California
$1.02M
OLVIG
1858
Oliver Lagore Vanvalin Investment Group
Michigan
$1.02M +$40.1K +94 +4%
C1AG
1859
Client 1st Advisory Group
Florida
$1.02M +$67.4K +158 +7%
CBFP
1860
Cedar Brook Financial Partners
Ohio
$1.02M -$66.6K -156 -6%
PTC
1861
Provident Trust Company
Wisconsin
$1.02M
BIP
1862
Blueprint Investment Partners
North Carolina
$1.01M -$402K -943 -28%
SAM
1863
SP Asset Management
California
$1.01M +$299K +702 +42%
MMM
1864
Mendel Money Management
Illinois
$1.01M +$24.7K +58 +3%
SC
1865
Summa Corp
Texas
$1.01M +$1.01M +2,357 New
PCH
1866
PGIM Custom Harvest
New Jersey
$1M +$21.8K +51 +2%
WCM
1867
Wallace Capital Management
Texas
$1M
SCM
1868
Seascape Capital Management
New Hampshire
$1M -$26.9K -63 -3%
RIL
1869
Rothschild Investment LLC
Illinois
$1M +$157K +368 +19%
SW
1870
SteelPeak Wealth
California
$997K +$142K +334 +17%
IIM
1871
Ipswich Investment Management
Massachusetts
$996K -$81K -190 -8%
EL
1872
Essex LLC
Illinois
$995K -$66.5K -156 -6%
FFWA
1873
FRG Family Wealth Advisors
Washington
$993K +$107K +250 +12%
DWM
1874
Dorchester Wealth Management
Quebec, Canada
$991K
VWM
1875
VCI Wealth Management
Missouri
$991K +$991K +2,323 New