MA icon

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
$5.51B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$9.4B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$606M
4
Capital Research Global Investors
Capital Research Global Investors
California
$4.8B
5
Vanguard Group
Vanguard Group
Pennsylvania
$27.2B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$3.2B
2
MAM
Magellan Asset Management
Australia
$571M
3
Polen Capital Management
Polen Capital Management
Florida
$1.84B
4
VAM
Vontobel Asset Management
New York
$699M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$5.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
2776
Gitterman Wealth Management
New Jersey
– -$257K -903 Closed
FWP
2777
FAS Wealth Partners
Kansas
– -$225K -790 Closed
HVM
2778
Harvest Volatility Management
Connecticut
– -$221K -772 Closed
CCP
2779
Cassia Capital Partners
North Carolina
– -$218K -767 Closed
WI
2780
Wintrust Investments
Illinois
– -$218K -766 Closed
SFO
2781
Standard Family Office
South Dakota
– -$217K -762 Closed
SRG
2782
SBB Research Group
Illinois
– -$214K -753 Closed
FEG
2783
Financial Enhancement Group
Indiana
– -$149K -524 Closed
WFA
2784
West Financial Advisors
Iowa
– -$142K -500 Closed
ODG
2785
O'Dell Group
Ohio
– -$127K -447 Closed
SWM
2786
Selective Wealth Management
Virginia
– -$122K -430 Closed
CL
2787
COWA LLC
Oklahoma
– -$114K -400 Closed
EC
2788
EdgeRock Capital
Colorado
– -$87K -306 Closed
ACK
2789
Andrew C. Karlinski
– -$79K -277 Closed
T2I
2790
Turim 21 Investimentos
Brazil
– -$69K -244 Closed
PWC
2791
PYA Waltman Capital
Tennessee
– -$57K -200 Closed
APW
2792
Axim Planning & Wealth
Ohio
– -$38K -133 Closed
JWBC
2793
John W. Brooker & Co
California
– -$36K -126 Closed
AS
2794
Altshuler Shaham
Israel
– -$24K -84 Closed
GM
2795
GeoWealth Management
Illinois
– -$22K -78 Closed
HL
2796
Harding Loevner
New Jersey
– -$17K -59 Closed
ACM
2797
Absolute Capital Management
Pennsylvania
– -$15.1K -53 Closed
IAMOG
2798
Investors Asset Management of Georgia
Georgia
– -$10K -35 Closed
ARIS
2799
Advanced Research Investment Solutions
California
– -$9K -30 Closed
FIA
2800
FNY Investment Advisers
New York
– -$2K -10 Closed
108 109 110 111
112