Mastercard
3,123 hedge funds and large institutions have $344B invested in Mastercard in 2024 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 1,228 increasing their positions, 1,216 reducing their positions, and 104 closing their positions.
118% more first-time investments, than exits
New positions opened: 227 | Existing positions closed: 104
3% more funds holding
Funds holding: 3,041 → 3,123 (+82)
2% more funds holding in top 10
Funds holding in top 10: 316 → 323 (+7)
3% more capital inflows, than outflows
Capital inflows: $10.7B | Capital outflows: $10.3B
1% more repeat investments, than reductions
Existing positions increased: 1,228 | Existing positions reduced: 1,216
0.16% more ownership
Funds ownership: 77.01% → 77.17% (+0.16%)
12% less call options, than puts
Call options by funds: $3.17B | Put options by funds: $3.62B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.11B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$665M |
| 3 |
BlackRock
New York
|
+$631M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$489M |
| 5 |
D.E. Shaw & Co
New York
|
+$425M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$707M |
| 2 |
Veritas Asset Management
London,
United Kingdom
|
-$429M |
| 3 |
BlueSpruce Investments
Chicago,
Illinois
|
-$346M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$330M |
| 5 |
PineStone Asset Management
Montreal,
Quebec, Canada
|
-$259M |
MA Hedge Fund Activity: Q1 2024 in Review
3,123 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q1 2024, worth a combined $344B — up 12% from $306B a quarter earlier.
Buyers outnumbered sellers: 227 funds opened new MA positions and 104 closed out — a net gain of 123 holders — while 1,228 added to existing stakes and 1,216 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $1.11B. The largest seller was Neuberger Berman Group, cutting an estimated $707M.
- 3,123 institutional investors held Mastercard (MA) as of Q1 2024, up from 3,041 in Q4 2023.
- Funds reported $344B of Mastercard stock for Q1 2024, up 12% quarter-over-quarter.
- 227 funds opened new Mastercard positions in Q1 2024 and 104 closed out, a net change of +123 holders.
- The largest Mastercard buyer in Q1 2024 was Bank of Montreal, an estimated $1.11B added.
- The largest Mastercard seller in Q1 2024 was Neuberger Berman Group, an estimated $707M sold.
Based on aggregated 13F filings for Q1 2024.