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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 %
NIMI
876
Natixis Investment Managers International
France
$5.78M – – –
AC
877
AMS Capital
Brazil
$5.78M -$5.12M -14,709 -47%
JFG
878
Jefferies Financial Group
New York
$5.76M +$5.76M +16,558 New
IAN
879
Integrated Advisors Network
Texas
$5.73M +$95.6K +275 +2%
MNBTD
880
Moody National Bank Trust Division
Texas
$5.72M -$148K -425 -3%
SRAM
881
Spouting Rock Asset Management
Pennsylvania
$5.71M -$4.52K -13 -0.1%
FCBT
882
First Citizens Bank & Trust
North Carolina
$5.68M +$124K +356 +2%
PWMAG
883
Pinnacle Wealth Management Advisory Group
New Jersey
$5.67M +$251K +722 +5%
CC
884
Codex Capital
New York
$5.66M – – –
SXL
885
Summit X LLC
Missouri
$5.65M -$50.2K -159 -0.9%
RWA
886
River Wealth Advisors
Pennsylvania
$5.64M -$187K -537 -3%
YWP
887
YorkBridge Wealth Partners
New York
$5.6M -$1.73M -4,979 -24%
BFPW
888
BOK Financial Private Wealth
Colorado
$5.57M -$98.8K -284 -2%
KOCAA
889
Knights of Columbus Asset Advisors
Connecticut
$5.57M -$884K -2,543 -14%
MCM
890
Maytus Capital Management
New York
$5.56M -$3.13M -9,000 -36%
MS
891
Marshall & Sullivan
Washington
$5.56M -$107K -308 -2%
CAM
892
Clark Asset Management
New Hampshire
$5.56M +$5.56M +15,986 New
CCM
893
Conway Capital Management
California
$5.56M +$120K +345 +2%
HI
894
Horizon Investments
North Carolina
$5.55M -$258K -744 -4%
TYCC
895
Texas Yale Capital Corp
Florida
$5.53M +$570K +1,638 +11%
LJHT
896
Laurie J. Hall Trustee
$5.53M +$27.8K +80 +0.5%
ACM
897
Alcosta Capital Management
California
$5.51M -$110K -316 -2%
PG
898
Pendal Group
Australia
$5.5M -$163K -469 -3%
MWA
899
Moser Wealth Advisors
Washington
$5.5M -$106K -305 -2%
UHC
900
Union Heritage Capital
Michigan
$5.49M -$522K -1,500 -9%
34 35
36
37 38