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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 %
KNW
1026
Kesler Norman & Wride
Utah
$3.99M -$264K -758 -6%
MCM
1027
McDonough Capital Management
Florida
$3.97M +$53.9K +155 +1%
YDMI
1028
Y.D. More Investments
Israel
$3.96M +$3.96M +11,380 New
LIM
1029
Leavell Investment Management
Alabama
$3.96M -$184K -530 -4%
WGCA
1030
Wolf Group Capital Advisors
Virginia
$3.95M +$159K +457 +4%
CWM
1031
Concentric Wealth Management
California
$3.94M -$243K -699 -6%
MFS
1032
Monetta Financial Services
Illinois
$3.93M – – –
AFC
1033
AFT Forsyth & Company
Florida
$3.92M -$263K -755 -6%
HKIMG
1034
Hutchens & Kramer Investment Management Group
Indiana
$3.9M -$135K -388 -3%
CB
1035
Cadence Bank
Mississippi
$3.89M -$60.5K -174 -2%
WG
1036
Welch Group
Alabama
$3.89M +$219K +631 +6%
NC
1037
NBW Capital
Massachusetts
$3.88M +$56.3K +162 +1%
NED
1038
Nancy E. Dempze
$3.88M +$57K +164 +1%
CWM
1039
CMH Wealth Management
New Hampshire
$3.88M -$23.6K -68 -0.6%
RC
1040
RDST Capital
Washington
$3.88M +$485K +1,395 +14%
WANY
1041
Wealthspire Advisors (New York)
New York
$3.87M +$481K +1,383 +14%
BL
1042
BFSG LLC
California
$3.87M +$59.5K +171 +2%
KHLMTHM
1043
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.83M – – –
SEEDPG
1044
S.E.E.D. Planning Group
New York
$3.83M +$405K +1,166 +12%
PA
1045
Parallel Advisors
California
$3.8M +$242K +695 +7%
CP
1046
CenterBook Partners
Connecticut
$3.8M +$490K +1,409 +15%
AG
1047
AIA Group
Hong Kong
$3.79M -$1.92M -5,527 -34%
WAM
1048
Watershed Asset Management
California
$3.78M – – –
NC
1049
NovaPoint Capital
Georgia
$3.78M +$162K +467 +4%
LBC
1050
Lawrence B. Cohen
$3.78M +$121K +348 +3%
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