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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 %
PSB
1151
Piscataqua Savings Bank
New Hampshire
$3.01M -$24K -69 -0.8%
LMKC
1152
L.M. Kohn & Company
Ohio
$3.01M +$6.26K +18 +0.2%
KJHP
1153
K.J. Harrison & Partners
Ontario, Canada
$2.99M – – –
AWM
1154
Apollon Wealth Management
South Carolina
$2.98M +$95.6K +275 +3%
CWM
1155
Centric Wealth Management
Illinois
$2.98M +$53.9K +155 +2%
NPP
1156
New Potomac Partners
Maryland
$2.97M +$71.3K +205 +2%
AWAU
1157
Alliance Wealth Advisors (Utah)
Utah
$2.97M +$2.97M +8,545 New
VWA
1158
V Wealth Advisors
Kansas
$2.97M +$563K +1,620 +23%
WP
1159
WMS Partners
Maryland
$2.96M -$196K -563 -6%
EFM
1160
E Fund Management
China
$2.95M -$59.1K -170 -2%
SIA
1161
Schechter Investment Advisors
Michigan
$2.95M +$512K +1,472 +21%
AWA
1162
Arkadios Wealth Advisors
Georgia
$2.94M +$14.3K +41 +0.5%
LCM
1163
Legato Capital Management
California
$2.94M +$2.94M +8,444 New
BSW
1164
Buckingham Strategic Wealth
Missouri
$2.94M -$32K -92 -1%
SS
1165
Simplicity Solutions
Minnesota
$2.93M +$195K +561 +7%
Connor, Clark & Lunn Investment Management (CC&L)
1166
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.92M -$22.2M -63,738 -88%
WFI
1167
West Family Investments
California
$2.92M -$1.04K -3 -0%
STC
1168
Sarah T. Connolly
$2.9M +$22.6K +65 +0.8%
GIA
1169
GHP Investment Advisors
Colorado
$2.89M -$86.9K -250 -3%
HFRG
1170
Houlihan Financial Resource Group
Virginia
$2.88M -$37.7K -105 -1%
CCA
1171
Checchi Capital Advisers
California
$2.88M -$308K -887 -10%
TW
1172
TrinityPoint Wealth
Connecticut
$2.88M -$161K -462 -5%
ST
1173
Smithfield Trust
Pennsylvania
$2.87M -$31.6K -91 -1%
VFA
1174
Voya Financial Advisors
Connecticut
$2.85M -$782K -2,247 -22%
CCMT
1175
CMT Capital Markets Trading
Germany
$2.85M +$1.98M +5,700 +228%
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