We are live on ! Find out more
MA icon

Mastercard

2,642 hedge funds and large institutions have $264B invested in Mastercard in 2021 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,117 increasing their positions, 826 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 367 | Existing positions closed: 135

35% more repeat investments, than reductions

Existing positions increased: 1,117 | Existing positions reduced: 826

8% more funds holding

Funds holding: 2,4462,642 (+196)

2% more funds holding in top 10

Funds holding in top 10: 241246 (+5)

0.92% more ownership

Funds ownership: 74.89%75.81% (+0.92%)

9% less call options, than puts

Call options by funds: $4.1B | Put options by funds: $4.48B

11% less capital invested

Capital invested by funds: $297B → $264B (-$33.2B)

Holders
2,642
Holders Change
+196
Holders Change %
+8.01%
% of All Funds
40.65%
Holding in Top 10
246
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.07%
% of All Funds
3.79%
New
367
Increased
1,117
Reduced
826
Closed
135
Calls
$4.1B
Puts
$4.48B
Net Calls
-$383M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
2576
Glen Eagle Advisors
New Jersey
$35.9K
SA
2577
SRH Advisors
Kansas
$35K
OAJ
2578
Ogorek Anthony Joseph
New York
$33K
IRC
2579
Investors Research Corp
Georgia
$31K
SN
2580
Sittner & Nelson
Oregon
$31K
TF
2581
TimeScale Financial
Massachusetts
$31K
IAG
2582
Investmark Advisory Group
Connecticut
$31K +$30.4K +88 New
FWM
2583
Focused Wealth Management
New York
$30K
UIA
2584
Ulland Investment Advisors
Minnesota
$29K +$28.4K +82 New
MAM
2585
Marquette Asset Management
Minnesota
$25K
GLLW
2586
Graves Light Lenhart Wealth
Virginia
$23K
TLFA
2587
True Link Financial Advisors
California
$23K
HF
2588
Halpern Financial
Virginia
$21.6K +$17.3K +50 +500%
BA
2589
Bellwether Advisors
Nebraska
$21K
ACM
2590
Absolute Capital Management
Pennsylvania
$20.5K +$19.7K +57 New
MP
2591
McDonald Partners
Ohio
$20.5K +$19.7K +57 New
PP
2592
PrairieView Partners
Minnesota
$20K
SC
2593
Stephens Consulting
Michigan
$19.1K +$18.3K +53 New
APC
2594
Aspire Private Capital
North Carolina
$19K
SCA
2595
Stuart Chaussee & Associates
California
$19K
TC
2596
Truvestments Capital
Florida
$19K
RCM
2597
Regency Capital Management
Hawaii
$18K -$1.22M -3,526 -99%
CWM
2598
Cranbrook Wealth Management
Michigan
$18K -$7.95K -23 -32%
APW
2599
Acima Private Wealth
Virginia
$18K
EIM
2600
Essex Investment Management
Massachusetts
$18K

MA Hedge Fund Activity: Q4 2021 in Review

2,642 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q4 2021, worth a combined $264B — down 11% from $297B a quarter earlier.

Buyers outnumbered sellers: 367 funds opened new MA positions and 135 closed out — a net gain of 232 holders — while 1,117 added to existing stakes and 826 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $1.67B. The largest seller was Capital World Investors, cutting an estimated $1.1B.

  • 2,642 institutional investors held Mastercard (MA) as of Q4 2021, up from 2,446 in Q3 2021.
  • Funds reported $264B of Mastercard stock for Q4 2021, down 11% quarter-over-quarter.
  • 367 funds opened new Mastercard positions in Q4 2021 and 135 closed out, a net change of +232 holders.
  • The largest Mastercard buyer in Q4 2021 was Lone Pine Capital, an estimated $1.67B added.
  • The largest Mastercard seller in Q4 2021 was Capital World Investors, an estimated $1.1B sold.

Based on aggregated 13F filings for Q4 2021.