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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 %
WAS
1401
Winch Advisory Services
Wisconsin
$1.84M +$48.2K +134 +3%
WI
1402
Wedgewood Investors
Pennsylvania
$1.83M – – –
LA
1403
LVW Advisors
New York
$1.83M -$358K -997 -16%
IC
1404
Inverness Counsel
New York
$1.82M -$514K -1,429 -22%
AFA
1405
Abacus FCF Advisors
Florida
$1.82M – – –
SFG
1406
Sovereign Financial Group
Connecticut
$1.82M +$6.83K +19 +0.4%
FUBT
1407
First United Bank & Trust
Maryland
$1.81M -$30.5K -85 -2%
CCG
1408
Cloverfields Capital Group
Minnesota
$1.81M +$1.81M +5,040 New
CI
1409
CX Institutional
Indiana
$1.8M +$1.11M +3,085 +160%
MYIA
1410
Mount Yale Investment Advisors
Colorado
$1.8M -$2.16K -6 -0.1%
BFG
1411
Beacon Financial Group
Texas
$1.8M +$138K +373 +8%
GPA
1412
Garrison Point Advisors
California
$1.8M +$3.59K +10 +0.2%
BSAM
1413
Blue Square Asset Management
New York
$1.8M +$11.9K +33 +0.7%
AFM
1414
Anson Funds Management
Texas
$1.8M +$1.8M +5,000 New
TM
1415
Triatomic Management
California
$1.8M +$1.8M +5,000 New
BLAM
1416
Bourne Lent Asset Management
New York
$1.8M – – –
FPS
1417
Fieldpoint Private Securities
Connecticut
$1.79M +$21.2K +59 +1%
RWP
1418
Revolve Wealth Partners
New Jersey
$1.79M +$1.79M +4,982 New
PA
1419
Procyon Advisors
Connecticut
$1.79M +$135K +375 +8%
SC
1420
Sierra Capital
Florida
$1.79M +$118K +329 +7%
SFPG
1421
Stonebridge Financial Planning Group
Florida
$1.78M -$114K -298 -6%
EWA
1422
EP Wealth Advisors
California
$1.78M +$317K +883 +22%
DCM
1423
Donaldson Capital Management
Indiana
$1.76M +$474K +1,320 +37%
AWM
1424
Aevitas Wealth Management
Massachusetts
$1.76M +$708K +1,971 +67%
CAG
1425
Csenge Advisory Group
Florida
$1.76M -$254K -684 -13%
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