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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 %
AWM
1401
Aevitas Wealth Management
Massachusetts
$1.78M +$29.3K +82 +2%
WAS
1402
Winch Advisory Services
Wisconsin
$1.78M -$52.5K -147 -3%
MTC
1403
McDaniel Terry & Co
Texas
$1.77M -$209K -586 -11%
MMA
1404
Miracle Mile Advisors
California
$1.76M -$463K -1,297 -21%
FUBT
1405
First United Bank & Trust
Maryland
$1.75M -$51.8K -145 -3%
HA
1406
Harfst & Associates
Wyoming
$1.75M +$106K +296 +6%
MFGM
1407
Marshall Financial Group (Maryland)
Maryland
$1.75M -$112K -313 -6%
BFG
1408
Beacon Financial Group
Texas
$1.75M -$11.6K -32 -0.7%
IWS
1409
Insight Wealth Strategies
California
$1.74M +$62.9K +176 +4%
MIA
1410
MainStreet Investment Advisors
Illinois
$1.74M -$116K -324 -6%
MWM
1411
Modera Wealth Management
New Jersey
$1.74M -$2.11M -5,902 -55%
PWP
1412
Principle Wealth Partners
Connecticut
$1.73M +$3.57K +10 +0.2%
RI
1413
Redwood Investments
Massachusetts
$1.73M -$1.97M -5,519 -53%
ARMT
1414
Amica Retiree Medical Trust
Rhode Island
$1.72M -$195K -545 -10%
MA
1415
Mutual Advisors
Nebraska
$1.71M +$81.5K +228 +5%
WEG
1416
World Equity Group
Illinois
$1.71M +$1.71M +4,787 New
FPCP
1417
Fort Point Capital Partners
California
$1.71M +$170K +475 +11%
MTIC
1418
Missouri Trust & Investment Company
Missouri
$1.71M +$40.4K +113 +2%
JCM
1419
Jacobsen Capital Management
Utah
$1.7M +$279K +781 +20%
EFS
1420
Essex Financial Services
Connecticut
$1.7M -$557K -1,557 -25%
MYIA
1421
Mount Yale Investment Advisors
Colorado
$1.69M -$99K -277 -6%
WA
1422
Wambolt & Associates
Colorado
$1.69M +$9.1K +25 +0.5%
EF
1423
Empowered Funds
Pennsylvania
$1.69M +$581K +1,627 +52%
MLA
1424
My Legacy Advisors
Oregon
$1.69M +$1.69M +4,737 New
PTP
1425
Platform Technology Partners
New York
$1.69M -$5.36K -15 -0.3%
55 56
57
58 59