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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 %
AC
1351
Abbrea Capital
California
$1.83M -$29.6K -85 -2%
WI
1352
WBI Investments
New Jersey
$1.83M +$1.83M +5,252 New
NP
1353
NorthRock Partners
Minnesota
$1.81M +$995K +2,861 +122%
SFG
1354
Sovereign Financial Group
Connecticut
$1.81M +$43.1K +124 +2%
GLA
1355
Good Life Advisors
Pennsylvania
$1.81M -$2.78K -8 -0.2%
LA
1356
Legacy Advisors
Pennsylvania
$1.8M +$458K +1,316 +34%
PA
1357
Procyon Advisors
Connecticut
$1.8M +$489K +1,405 +37%
PWPS
1358
Pinnacle Wealth Planning Services
Ohio
$1.8M -$238K -684 -12%
IFAM
1359
Institutional & Family Asset Management
Colorado
$1.8M -$695 -2 -0%
S
1360
SimplyRich
California
$1.79M – – –
SAM
1361
S.A. Mason
Michigan
$1.79M -$15.3K -44 -0.8%
OIA
1362
OneDigital Investment Advisors
Kansas
$1.79M +$180K +518 +11%
RCM
1363
Riverpark Capital Management
New York
$1.78M -$3.01M -8,659 -63%
CCM
1364
Cox Capital Management
Massachusetts
$1.78M +$80K +230 +5%
FUBT
1365
First United Bank & Trust
Maryland
$1.77M – – –
TW
1366
Transform Wealth
Colorado
$1.77M +$76.5K +220 +5%
EWS
1367
Evergreen Wealth Solutions
Pennsylvania
$1.77M +$31.6K +91 +2%
CHA
1368
Carmichael Hill & Associates
Maryland
$1.76M -$34.8K -100 -2%
FMLI
1369
Fukoku Mutual Life Insurance
Japan
$1.76M -$31.3K -90 -2%
PFT
1370
Providence First Trust
Arizona
$1.76M -$4.87K -14 -0.3%
MCM
1371
Manchester Capital Management
Vermont
$1.76M +$761K +2,189 +76%
BW
1372
Bison Wealth
Georgia
$1.75M +$16.7K +45 +1%
MTC
1373
McDaniel Terry & Co
Texas
$1.75M – – –
GPA
1374
Garrison Point Advisors
California
$1.75M -$3.48K -10 -0.2%
BLAM
1375
Bourne Lent Asset Management
New York
$1.74M – – –
53 54
55
56 57