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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 %
LA
1351
LVW Advisors
New York
$1.95M +$133K +372 +7%
SSI
1352
Scott & Selber Inc
Texas
$1.95M -$23.9K -67 -1%
HH
1353
Hilltop Holdings
Texas
$1.94M -$468K -1,309 -19%
CC
1354
Capital Counsel
New York
$1.93M – – –
QPW
1355
Quantum Private Wealth
Florida
$1.93M – – –
IIM
1356
Intact Investment Management
Quebec, Canada
$1.91M -$447K -1,250 -19%
PCM
1357
Princeton Capital Management
New Jersey
$1.91M -$40.4K -113 -2%
KWM
1358
Keebeck Wealth Management
Illinois
$1.9M +$231K +647 +14%
AP
1359
Appleton Partners
Massachusetts
$1.9M – – –
GLA
1360
Good Life Advisors
Pennsylvania
$1.9M -$38.2K -107 -2%
MSFS
1361
Main Street Financial Solutions
Pennsylvania
$1.9M +$4.65K +13 +0.2%
JIP
1362
Jaffetilchin Investment Partners
Florida
$1.89M +$24.1K +75 +1%
BFA
1363
Beaumont Financial Advisors
Massachusetts
$1.89M -$1.24M -3,473 -40%
CLOS
1364
Compagnie Lombard Odier SCmA
Switzerland
$1.89M -$166K -465 -8%
LJCM
1365
Lee Johnson Capital Management
Texas
$1.89M +$464K +1,299 +33%
DC
1366
DeDora Capital
California
$1.89M +$22.2K +62 +1%
DWM
1367
Doyle Wealth Management
Florida
$1.88M +$12.5K +35 +0.7%
PWPS
1368
Pinnacle Wealth Planning Services
Ohio
$1.88M -$26.1K -73 -1%
FAIM
1369
Financial Advocates Investment Management
Washington
$1.87M -$8.22K -23 -0.4%
IFAM
1370
Institutional & Family Asset Management
Colorado
$1.87M – – –
AFA
1371
Abacus FCF Advisors
Florida
$1.86M +$48.3K +135 +3%
MGIA
1372
Moneta Group Investment Advisors
Missouri
$1.86M -$18.9K -53 -1%
EWS
1373
Evergreen Wealth Solutions
Pennsylvania
$1.85M +$17.5K +49 +1%
SAM
1374
S.A. Mason
Michigan
$1.85M -$8.58K -24 -0.5%
OCM
1375
Orleans Capital Management
Louisiana
$1.85M -$1.71M -4,782 -48%
53 54
55
56 57