Mastercard
3,041 hedge funds and large institutions have $306B invested in Mastercard in 2023 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 1,078 increasing their positions, 1,194 reducing their positions, and 97 closing their positions.
266% more first-time investments, than exits
New positions opened: 355 | Existing positions closed: 97
16% more capital inflows, than outflows
Capital inflows: $9.9B | Capital outflows: $8.56B
8% more funds holding
Funds holding: 2,818 → 3,041 (+223)
0.61% more ownership
Funds ownership: 76.4% → 77.01% (+0.61%)
8% less call options, than puts
Call options by funds: $3.41B | Put options by funds: $3.7B
10% less repeat investments, than reductions
Existing positions increased: 1,078 | Existing positions reduced: 1,194
5% less funds holding in top 10
Funds holding in top 10: 331 → 316 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$643M |
| 2 |
BlackRock
New York
|
+$368M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$347M |
| 4 |
State Street
Boston,
Massachusetts
|
+$331M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$298M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$693M |
| 2 |
BlueSpruce Investments
Chicago,
Illinois
|
-$319M |
| 3 |
AKRE Capital Management
Middleburg,
Virginia
|
-$317M |
| 4 |
Egerton Capital (UK)
London,
United Kingdom
|
-$293M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$276M |
MA Hedge Fund Activity: Q4 2023 in Review
3,041 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q4 2023, worth a combined $306B — up 8% from $283B a quarter earlier.
Buyers outnumbered sellers: 355 funds opened new MA positions and 97 closed out — a net gain of 258 holders — while 1,078 added to existing stakes and 1,194 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $643M. The largest seller was T. Rowe Price Associates, cutting an estimated $693M.
- 3,041 institutional investors held Mastercard (MA) as of Q4 2023, up from 2,818 in Q3 2023.
- Funds reported $306B of Mastercard stock for Q4 2023, up 8% quarter-over-quarter.
- 355 funds opened new Mastercard positions in Q4 2023 and 97 closed out, a net change of +258 holders.
- The largest Mastercard buyer in Q4 2023 was Neuberger Berman Group, an estimated $643M added.
- The largest Mastercard seller in Q4 2023 was T. Rowe Price Associates, an estimated $693M sold.
Based on aggregated 13F filings for Q4 2023.