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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 %
IWA
976
IBEX Wealth Advisors
New Jersey
$4.52M -$2.78K -8 -0.1%
CPIG
977
Chicago Partners Investment Group
Illinois
$4.52M -$144K -383 -3%
HCM
978
Harvey Capital Management
Florida
$4.5M – – –
HCM
979
Huber Capital Management
California
$4.49M +$348K +1,000 +8%
AWM
980
Avitas Wealth Management
California
$4.47M +$13.2K +38 +0.3%
BP
981
Ballentine Partners
Massachusetts
$4.45M +$2.09K +6 +0%
PRC
982
Pearl River Capital
Michigan
$4.44M -$2.94M -8,466 -40%
EWA
983
EP Wealth Advisors
California
$4.44M +$4.44M +12,773 New
PFP
984
Pinnacle Financial Partners
Tennessee
$4.44M +$7.3K +21 +0.2%
BFEC
985
Benjamin F. Edwards & Company
Missouri
$4.44M -$2.09K -6 -0%
LFM
986
LGT Fund Management
Liechtenstein
$4.43M – – –
WPP
987
Whalerock Point Partners
Rhode Island
$4.43M -$28.9K -83 -0.6%
PTC
988
Private Trust Company
Ohio
$4.43M -$36.2K -104 -0.8%
AIIMS
989
Analyst IMS Investment Management Services
Israel
$4.42M -$47.4K -136 -1%
RPC
990
Rossmore Private Capital
Connecticut
$4.42M +$436K +1,254 +11%
BI
991
Berkeley Inc
Idaho
$4.4M -$51.5K -148 -1%
ABP
992
Arthur B. Page
$4.4M -$61.9K -178 -1%
VCA
993
Verdence Capital Advisors
Maryland
$4.39M -$154K -444 -3%
FCM
994
Fairbanks Capital Management
California
$4.38M -$8.69K -25 -0.2%
ISL
995
Ingalls & Snyder LLC
New York
$4.38M +$20.9K +60 +0.5%
RBA
996
Richard Bernstein Advisors
New York
$4.38M – – –
DWM
997
Dakota Wealth Management
Florida
$4.38M -$705K -2,028 -14%
SPC
998
Sigma Planning Corp
Michigan
$4.33M -$114K -329 -3%
AGA
999
Accuvest Global Advisors
Utah
$4.33M +$2.15M +6,194 +99%
JWM
1000
Jupiter Wealth Management
Colorado
$4.29M +$442K +1,270 +11%
38 39
40
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