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Mastercard
MA

Overview Fund Activity

2,629 hedge funds and large institutions have $263B invested in Mastercard in 2021 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 1,114 increasing their positions, 819 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,629
Holders Change
+195
Holders Change %
+8.01%
% of All Funds
40.6%
Holding in Top 10
244
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.09%
% of All Funds
3.77%
New
365
Increased
1,114
Reduced
819
Closed
134
Calls
$4.1B
Puts
$4.48B
Net Calls
-$383M
Net Calls Change
-$284M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$1.73B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.15B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$800M
4
State Street
State Street
Massachusetts
+$543M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$491M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.14B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
3
MCM
Melvin Capital Management
New York
-$695M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$525M
5
Wells Fargo
Wells Fargo
California
-$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1151
Anchor Investment Management
South Carolina
$3.29M +$21.9K +61 +0.7%
BAM
1152
Belpointe Asset Management
Nevada
$3.29M -$253K -704 -7%
HI
1153
Horizon Investments
North Carolina
$3.29M +$251K +699 +8%
IP
1154
Ignite Planners
California
$3.27M +$3.27M +8,896 New
HW
1155
Hancock Whitney
Mississippi
$3.26M +$379K +1,054 +13%
PCA
1156
Peddock Capital Advisors
Massachusetts
$3.24M -$34.9K -97 -1%
CI
1157
Ceera Investments
Texas
$3.24M – – –
TW
1158
TrinityPoint Wealth
Connecticut
$3.24M -$53.5K -149 -2%
DG
1159
Doman Group
New York
$3.23M +$3.23M +8,994 New
VCM
1160
Virtue Capital Management
Tennessee
$3.21M -$101K -282 -3%
SIA
1161
Schechter Investment Advisors
Michigan
$3.2M +$3.2M +8,917 New
CCFCSB
1162
Cape Cod Five Cents Savings Bank
Massachusetts
$3.2M -$18K -50 -0.6%
SA
1163
Sicart Associates
New York
$3.2M +$211K +584 +7%
AWA
1164
Arkadios Wealth Advisors
Georgia
$3.19M +$242K +673 +8%
IMOV
1165
Investment Management of Virginia
Virginia
$3.19M +$885K +2,462 +38%
AGA
1166
Accuvest Global Advisors
Utah
$3.17M +$3.17M +8,820 New
RPC
1167
Rossmore Private Capital
Connecticut
$3.16M – – –
RCAG
1168
Rehmann Capital Advisory Group
Michigan
$3.15M -$18K -50 -0.6%
CPA
1169
Clear Perspective Advisors
Illinois
$3.15M +$58.6K +163 +2%
BFA
1170
Beaumont Financial Advisors
Massachusetts
$3.14M -$68.6K -191 -2%
LOAME
1171
Lombard Odier Asset Management (Europe)
United Kingdom
$3.13M +$3.13M +8,714 New
ANI
1172
American National Insurance
Texas
$3.13M -$15.4M -42,850 -83%
LS
1173
Leelyn Smith
Illinois
$3.13M +$65.4K +182 +2%
CWM
1174
Congress Wealth Management
Massachusetts
$3.13M +$3.13M +8,703 New
PAM
1175
Peak Asset Management
Colorado
$3.12M +$9.7K +27 +0.3%
45 46
47
48 49