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Mastercard
MA

Overview Fund Activity

2,607 hedge funds and large institutions have $307B invested in Mastercard in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,076 increasing their positions, 1,019 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,607
Holders Change
-22
Holders Change %
-0.84%
% of All Funds
41.26%
Holding in Top 10
269
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.25%
% of All Funds
4.26%
New
167
Increased
1,076
Reduced
1,019
Closed
161
Calls
$3.48B
Puts
$3.32B
Net Calls
+$158M
Net Calls Change
+$541M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.81B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.07B
4
Viking Global Investors
Viking Global Investors
Connecticut
+$641M
5
Capital International Investors
Capital International Investors
California
+$511M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.6B
2
LPC
Lone Pine Capital
Connecticut
-$859M
3
CP
Castleview Partners
Texas
-$716M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$491M
5
Deutsche Bank
Deutsche Bank
Germany
-$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1026
McDonough Capital Management
Florida
$4.16M +$96.8K +271 +2%
FWM
1027
Frontier Wealth Management
Missouri
$4.16M +$877K +2,536 +27%
FMWA
1028
Forvis Mazars Wealth Advisors
Missouri
$4.16M +$492K +1,377 +13%
WAM
1029
Watershed Asset Management
California
$4.14M – – –
KNW
1030
Kesler Norman & Wride
Utah
$4.13M +$146K +408 +4%
AAMA
1031
Advanced Asset Management Advisors
Ohio
$4.11M – – –
CGL
1032
Clarius Group LLC
Washington
$4.1M – – –
NFC
1033
Northeast Financial Consultants
Connecticut
$4.09M +$1.34M +3,741 +49%
FCI
1034
Financial Counselors Inc
Kansas
$4.07M +$519K +1,453 +15%
Capstone Investment Advisors
1035
Capstone Investment Advisors
New York
$4.06M +$1.45M +4,070 +56%
CPIG
1036
Chicago Partners Investment Group
Illinois
$4.05M +$393K +1,171 +11%
MFS
1037
Monetta Financial Services
Illinois
$4.04M – – –
ATPW
1038
Ashton Thomas Private Wealth
Arizona
$4.01M +$192K +537 +5%
CW
1039
CreativeOne Wealth
Kansas
$4.01M +$239K +670 +6%
MGM
1040
Miura Global Management
New York
$4M +$4M +11,200 New
EB
1041
Eastern Bank
Massachusetts
$4M -$30.7K -86 -0.8%
WGCA
1042
Wolf Group Capital Advisors
Virginia
$3.99M -$7.68M -21,495 -66%
GIM
1043
Goelzer Investment Management
Indiana
$3.98M +$120K +337 +3%
LSAG
1044
Lake Street Advisors Group
New Hampshire
$3.97M +$115K +321 +3%
NO
1045
Ninety One
South Africa
$3.95M +$1.24M +3,444 +45%
FCIM
1046
Fairview Capital Investment Management
California
$3.95M -$134K -375 -3%
FCM
1047
Fortis Capital Management
Washington
$3.95M -$860K -2,406 -18%
CWM
1048
CMH Wealth Management
New Hampshire
$3.94M +$191K +533 +5%
MMG
1049
Monetary Management Group
Missouri
$3.94M -$145K -407 -4%
LBC
1050
Lawrence B. Cohen
$3.93M +$178K +497 +5%
40 41
42
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