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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 %
OCM
951
Olstein Capital Management
New York
$4.87M -$1.04M -3,000 -18%
OFA
952
Oak Family Advisors
Illinois
$4.86M +$243K +698 +5%
PGWM
953
Parisi Gray Wealth Management
New Jersey
$4.86M +$2.6M +7,470 +115%
DRD
954
Dennis R. Delaney
$4.84M -$17.4K -50 -0.4%
CP
955
Cumberland Partners
Ontario, Canada
$4.84M +$826K +2,375 +21%
CAM
956
Carret Asset Management
New York
$4.81M -$876K -2,520 -15%
Capstone Investment Advisors
957
Capstone Investment Advisors
New York
$4.8M -$440K -1,265 -8%
PNAA
958
Pictet North America Advisors
Switzerland
$4.8M -$387K -1,113 -7%
COI
959
Connable Office Inc
Michigan
$4.78M +$49.4K +142 +1%
BCM
960
Bayesian Capital Management
New York
$4.76M -$556K -1,600 -10%
BOSSRA
961
B.O.S.S. Retirement Advisors
Utah
$4.76M +$4.76M +13,688 New
CA
962
Cullinan Associates
Kentucky
$4.75M -$511K -1,471 -10%
CG
963
CFO4Life Group
Texas
$4.74M -$88.3K -254 -2%
C
964
CFO4Life
Texas
$4.74M +$4.74M +13,625 New
TF
965
Talbot Financial
Washington
$4.72M +$4.72M +13,581 New
PFSC
966
Peoples Financial Services Corp
Pennsylvania
$4.66M -$7.65K -22 -0.2%
QCM
967
Quantinno Capital Management
New York
$4.66M +$2.68M +7,701 +135%
IRAG
968
Investment Research & Advisory Group
Georgia
$4.65M -$15.3K -44 -0.3%
AAS
969
Ameritas Advisory Services
Nebraska
$4.65M +$1.7M +4,903 +58%
PIA
970
Petredis Investment Advisors
Pennsylvania
$4.65M +$4.65M +13,370 New
GW
971
GW & Wade
Massachusetts
$4.64M +$236K +678 +5%
FCI
972
Financial Counselors Inc
Kansas
$4.62M -$93.2K -268 -2%
FMWA
973
Forvis Mazars Wealth Advisors
Missouri
$4.61M +$287K +826 +7%
RWM
974
Ritholtz Wealth Management
New York
$4.58M +$1.5M +4,322 +49%
IIC
975
Ironwood Investment Counsel
Arizona
$4.54M +$272K +781 +6%
37 38
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