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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 %
PGAM
2651
Princeton Global Asset Management
New Jersey
$15K – – –
TFGT
2652
TS Financial Group (TSFG)
Illinois
$15K – – –
RCC
2653
Red Cedar Capital
Nebraska
$14K – – –
AF
2654
Affiance Financial
Minnesota
$13.9K +$13.9K +40 New
CWA
2655
Carolina Wealth Advisors
South Carolina
$13K – – –
SIM
2656
Studio Investment Management
Illinois
$12.2K – – –
PS
2657
PayPay Securities
Japan
$11.5K +$11.5K +33 New
CDIA
2658
Capital Directions Investment Advisors
Georgia
$11.1K +$11.1K +32 New
PP
2659
PrairieView Partners
Minnesota
$11K – – –
VF
2660
VitalStone Financial
Texas
$11K +$11K +31 New
TLA
2661
Tanglewood Legacy Advisors
Texas
$10.7K +$10.7K +31 New
HWP
2662
Highline Wealth Partners
California
$9.74K – – –
MFT
2663
Moisand Fitzgerald Tamayo
Florida
$9.74K +$9.74K +28 New
SWM
2664
Sanctuary Wealth Management
Idaho
$9.74K +$9.74K +28 New
LOIP
2665
Live Oak Investment Partners
Texas
$9.04K – – –
BC
2666
Belmont Capital
California
$9K – – –
ACA
2667
Atlas Capital Advisors
Wyoming
$8.69K – – –
ECM
2668
Everence Capital Management
Indiana
$8.27K +$1.2K +3,450 +17%
SIA
2669
Sit Investment Associates
Minnesota
$8K +$8K +22 New
DWA
2670
Delos Wealth Advisors
Texas
$7.67K – – –
MDCM
2671
Morgan Dempsey Capital Management
Wisconsin
$7.3K – – –
FA
2672
Financial Avengers
California
$7.03K – – –
JFG
2673
JDM Financial Group
Texas
$7K +$7K +20 New
LIM
2674
Longfellow Investment Management
Massachusetts
$6.26K +$695 +2 +13%
MYAM
2675
Meiji Yasuda Asset Management
Japan
$5.9K -$112 -322 -2%
105 106
107
108 109