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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 %
NB
2226
Northwest Bancshares
Pennsylvania
$553K -$17.9K -42 -3%
FSC
2227
Full Sail Capital
Oklahoma
$553K -$10.7K -25 -2%
LF
2228
LifeSteps Financial
California
$553K -$9.81K -23 -2%
JFG
2229
JMG Financial Group
Illinois
$553K
VCP
2230
Verus Capital Partners
Arizona
$550K +$853 +2 +0.2%
AP
2231
Arlington Partners
Alabama
$550K -$444K -1,041 -45%
BWAM
2232
Boyd Watterson Asset Management
Ohio
$549K
TCG
2233
Tremblant Capital Group
Florida
$548K +$103K +242 +23%
KFI
2234
Key Financial Inc
Pennsylvania
$546K
CAI
2235
Capital Advisors Inc
Oklahoma
$546K +$17.5K +41 +3%
FNWA
2236
Financial Network Wealth Advisors
Utah
$546K +$546K +1,279 New
VC
2237
Vicus Capital
Pennsylvania
$544K -$413K -968 -43%
TWM
2238
Trueblood Wealth Management
Ohio
$544K +$544K +1,276 New
GL
2239
Gerber LLC
Ohio
$544K +$544K +1,275 New
HB
2240
HTLF Bank
Colorado
$544K +$544K +1,275 New
SAF
2241
Smith Anglin Financial
Texas
$543K +$1.71K +4 +0.3%
FM
2242
Foster & Motley
Ohio
$543K -$85.7K -201 -14%
CPA
2243
Cardiff Park Advisors
California
$543K +$2.56K +6 +0.5%
ACM
2244
AlphaStar Capital Management
North Carolina
$543K +$39.7K +93 +8%
RVPG
2245
Relative Value Partners Group
$542K +$36.7K +86 +7%
EFMC
2246
Empire Financial Management Company
New York
$542K +$40.1K +94 +8%
TW
2247
Traveka Wealth
California
$540K +$540K +1,267 New
EWA
2248
ERTS Wealth Advisors
Michigan
$539K -$13.6K -32 -2%
PIM
2249
Plato Investment Management
Australia
$537K +$537K +1,259 New
MPI
2250
Mairs & Power Inc
Minnesota
$535K +$151K +354 +39%