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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 %
CA
2376
Calton & Associates
Florida
$431K +$171K +400 +65%
KCPG
2377
Kavar Capital Partners Group
Kansas
$431K +$431K +1,010 New
MM
2378
MQS Management
New York
$431K +$431K +1,010 New
SIM
2379
SSI Investment Management
California
$430K -$1.28K -3 -0.3%
SAI
2380
Savvy Advisors Inc
New York
$430K +$430K +1,009 New
HB
2381
Horizon Bancorp
Indiana
$427K +$7.25K +17 +2%
KWM
2382
Kanen Wealth Management
Florida
$427K
DW
2383
Durante & Waters
New York
$427K +$427K +1,000 New
CIS
2384
Continental Investors Services
Washington
$426K
MC
2385
Merlin Capital
Rhode Island
$425K
PNC
2386
Park National Corp
Ohio
$424K -$4.27K -10 -1%
CMS
2387
Capital Market Strategies
Florida
$424K -$5.12K -12 -1%
FCM
2388
Family Capital Management
Michigan
$423K -$30.3K -71 -7%
LGA
2389
Lebenthal Global Advisors
New York
$422K +$422K +989 New
Financial Engines Advisors
2390
Financial Engines Advisors
California
$422K -$78.6K -184 -16%
JWBC
2391
J.W. Burns & Co
New York
$421K
WFA
2392
Wellspring Financial Advisors
Ohio
$420K +$114K +267 +37%
CVM
2393
Cheviot Value Management
California
$420K -$21.3K -50 -5%
CPA
2394
Clear Point Advisors
New York
$419K +$419K +982 New
CC
2395
Cypress Capital
Tennessee
$418K -$42.7K -100 -9%
XSC
2396
X-Square Capital
Puerto Rico
$418K
GAM
2397
Gemmer Asset Management
California
$418K
CIS
2398
Custom Index Systems
New York
$417K +$417K +977 New
AIM
2399
Avity Investment Management
Connecticut
$416K
Cohen & Steers
2400
Cohen & Steers
New York
$414K