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Mastercard
MA

Overview Fund Activity

2,692 hedge funds and large institutions have $253B invested in Mastercard in 2022 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 934 increasing their positions, 1,108 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,692
Holders Change
+152
Holders Change %
+5.98%
% of All Funds
43.43%
Holding in Top 10
351
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+33.97%
% of All Funds
5.66%
New
317
Increased
934
Reduced
1,108
Closed
111
Calls
$3.68B
Puts
$3.4B
Net Calls
+$280M
Net Calls Change
-$415M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$830M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$781M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$362M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$356M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$344M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$3.67B
2
MAM
Magellan Asset Management
Australia
-$420M
3
Polen Capital Management
Polen Capital Management
Florida
-$300M
4
VAM
Vontobel Asset Management
New York
-$285M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
2626
EWG Elevate
California
$27.5K +$27.5K +79 New
TC
2627
Truvestments Capital
Florida
$27.3K +$8.75K +25 +47%
GFL
2628
Granite FO LLC
New Hampshire
$27.1K +$27.1K +76 New
BCM
2629
Birch Capital Management
Texas
$26.7K – – –
DAM
2630
Delta Asset Management
Tennessee
$26.4K +$26.4K +76 New
RAM
2631
Riggs Asset Management
Pennsylvania
$25.4K – – –
GWSA
2632
Global Wealth Strategies & Associates
Colorado
$25K +$25K +72 New
T
2633
TOBAM
France
$25K -$56.9K -164 -69%
FCG
2634
Financial Connections Group
California
$25K +$25K +74 New
SC
2635
Stephens Consulting
Michigan
$24K – – –
CA
2636
Corrado Advisors
New Jersey
$22.6K +$22.6K +65 New
FFL
2637
Financial Freedom LLC
Ohio
$20.2K +$20.2K +58 New
FWA
2638
Freedom Wealth Alliance
Wisconsin
$19.8K +$19.8K +57 New
DI
2639
Disciplined Investments
Oklahoma
$19.5K +$3.83K +11 +24%
SCA
2640
Stuart Chaussee & Associates
California
$18.4K – – –
APC
2641
Aspire Private Capital
North Carolina
$18.1K – – –
OWA
2642
One Wealth Advisors
California
$18.1K +$18.1K +52 New
HC
2643
Hoese & Co
Minnesota
$18K – – –
KA
2644
Kozak & Associates
Colorado
$18K +$346 +1 +2%
APW
2645
Acima Private Wealth
Virginia
$17.4K – – –
LWA
2646
Lowe Wealth Advisors
Maryland
$17.4K – – –
EIM
2647
Essex Investment Management
Massachusetts
$17K – – –
BWA
2648
Boulder Wealth Advisors
Colorado
$17K +$17K +50 New
KIA
2649
Kraematon Investment Advisors
Massachusetts
$16K +$16K +46 New
RF
2650
Robbins Farley
New Hampshire
$15.3K +$2.78K +8 +22%
104 105
106
107 108