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Mastercard
MA

Overview Fund Activity

2,607 hedge funds and large institutions have $307B invested in Mastercard in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,076 increasing their positions, 1,019 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,607
Holders Change
-22
Holders Change %
-0.84%
% of All Funds
41.26%
Holding in Top 10
269
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.25%
% of All Funds
4.26%
New
167
Increased
1,076
Reduced
1,019
Closed
161
Calls
$3.48B
Puts
$3.32B
Net Calls
+$158M
Net Calls Change
+$541M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.81B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.07B
4
Viking Global Investors
Viking Global Investors
Connecticut
+$641M
5
Capital International Investors
Capital International Investors
California
+$511M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.6B
2
LPC
Lone Pine Capital
Connecticut
-$859M
3
CP
Castleview Partners
Texas
-$716M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$491M
5
Deutsche Bank
Deutsche Bank
Germany
-$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
2526
Front Row Advisors
California
$56K +$3.57K +10 +7%
MCA
2527
Maryland Capital Advisors
Maryland
$55K – – –
ECM
2528
Estabrook Capital Management
New York
$54.7K – – –
BBPWM
2529
Blue Bell Private Wealth Management
Pennsylvania
$54K – – –
CPFP
2530
Clear Perspectives Financial Planning
Ohio
$54K – – –
RA
2531
Rise Advisors
New York
$54K +$4.32K +12 +9%
CWA
2532
Clearview Wealth Advisors
Oregon
$52K -$39.9K -112 -43%
SWM
2533
Sugarloaf Wealth Management
Georgia
$50K – – –
AIM
2534
Arcadia Investment Management
Michigan
$49K – – –
AW
2535
Avion Wealth
Texas
$48K – – –
TIM
2536
Tortoise Investment Management
New York
$47K – – –
ANBT
2537
American National Bank & Trust
Texas
$46K +$46K +129 New
WAM
2538
WFA Asset Management
Wisconsin
$45.2K +$356 +1 +0.8%
JWBC
2539
John W. Brooker & Co
California
$45K – – –
FCT
2540
First Community Trust
Iowa
$45K – – –
JPLA
2541
Joseph P. Lucia & Associates
New York
$44K +$44K +124 New
SSC
2542
Syverson Strege & Co
Iowa
$43K – – –
RG
2543
Retirement Group
California
$43K – – –
AS
2544
Altshuler Shaham
Israel
$40K +$40K +112 New
WPWM
2545
Western Pacific Wealth Management
Illinois
$39K – – –
CBT
2546
Central Bank & Trust
Kentucky
$38K – – –
TF
2547
TimeScale Financial
Massachusetts
$38K +$7.53K +21 +25%
UIA
2548
Ulland Investment Advisors
Minnesota
$38K +$8.88K +25 +30%
AWM
2549
AllSquare Wealth Management
New York
$37K +$1.08K +3 +3%
PFA
2550
Professional Financial Advisors
Nebraska
$36K -$6.12K -17 -15%
100 101
102
103 104