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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 %
DGAM
751
Desjardins Global Asset Management
Quebec, Canada
$8.24M +$1.13M +3,259 +16%
CIM
752
Chapman Investment Management
California
$8.23M -$1.03M -2,953 -11%
BCM
753
BTC Capital Management
Iowa
$8.22M -$644K -1,851 -7%
JIR
754
James Investment Research
Ohio
$8.17M -$279K -803 -3%
GCM
755
Gibraltar Capital Management
Oklahoma
$8.16M +$58.1K +167 +0.7%
CAM
756
Cresset Asset Management
Illinois
$8.05M -$136K -412 -2%
EF
757
Empirical Finance
Pennsylvania
$8M +$590K +1,696 +8%
MIP
758
Marietta Investment Partners
Wisconsin
$7.99M +$291K +836 +4%
NO
759
Ninety One
South Africa
$7.96M -$35.9K -104 -0.4%
Credit Agricole
760
Credit Agricole
France
$7.94M -$979K -2,814 -11%
SW
761
SVB Wealth
Massachusetts
$7.91M -$234K -672 -3%
CJL
762
Cyrus J. Lawrence
New York
$7.91M -$68.2K -196 -0.9%
LNWWM
763
Laird Norton Wetherby Wealth Management
California
$7.89M +$568K +1,633 +8%
GLA
764
Great Lakes Advisors
Illinois
$7.86M +$5.67M +16,295 +258%
CCM
765
Coldstream Capital Management
Washington
$7.8M +$7.8M +22,430 New
EDRH
766
Edmond de Rothschild Holding
Switzerland
$7.8M -$384K -1,103 -5%
WP
767
Waycross Partners
Kentucky
$7.78M +$4.25M +12,228 +121%
VIM
768
Vancity Investment Management
British Columbia, Canada
$7.76M +$83.8K +241 +1%
HSA
769
HBK Sorce Advisory
Pennsylvania
$7.72M +$4.28M +12,302 +124%
NA
770
NewEdge Advisors
Louisiana
$7.7M -$221K -1,414 -3%
FFAM
771
Forge First Asset Management
Canada
$7.65M +$7.65M +22,000 New
BP
772
Broadleaf Partners
Ohio
$7.65M -$74.1K -213 -1%
BRM
773
Boston Research & Management
Massachusetts
$7.64M -$32K -92 -0.4%
SCA
774
Snowden Capital Advisors
New York
$7.63M -$148K -425 -2%
GI
775
GAMCO Investors
Connecticut
$7.61M -$457K -1,314 -6%
29 30
31
32 33