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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 %
PTP
1401
Platform Technology Partners
New York
$1.64M -$8.69K -25 -0.5%
CWM
1402
Chemistry Wealth Management
New York
$1.64M +$10.4K +30 +0.6%
MOS
1403
MGO One Seven
Ohio
$1.64M -$90.4K -260 -5%
AM
1404
AGF Management
Ontario, Canada
$1.63M +$1.63M +4,698 New
AWM
1405
Ameliora Wealth Management
Switzerland
$1.63M – – –
CG
1406
Cutler Group
California
$1.63M -$642K -1,847 -28%
IIM
1407
Intact Investment Management
Quebec, Canada
$1.62M -$261K -750 -14%
NB
1408
Nicolet Bankshares
Wisconsin
$1.62M -$7.7K -35 -0.5%
WEG
1409
World Equity Group
Illinois
$1.62M +$9.39K +27 +0.6%
AWM
1410
Aevitas Wealth Management
Massachusetts
$1.61M -$1.39K -4 -0.1%
PA
1411
PFG Advisors
Arizona
$1.6M +$40.7K +117 +3%
CCM
1412
Chilton Capital Management
Texas
$1.6M -$18.1K -52 -1%
HCM
1413
HMS Capital Management
Tennessee
$1.6M -$146K -421 -8%
CCA
1414
Cobblestone Capital Advisors
New York
$1.59M -$3.48K -10 -0.2%
FMTC
1415
Farmers & Merchants Trust Company
California
$1.59M +$231K +664 +17%
AFA
1416
Abacus FCF Advisors
Florida
$1.58M -$35.5K -102 -2%
CWM
1417
Compass Wealth Management
Connecticut
$1.58M +$1.58M +4,555 New
WA
1418
Wealth Alliance
New York
$1.58M +$35.1K +101 +2%
FPCP
1419
Fort Point Capital Partners
California
$1.58M -$24.3K -70 -2%
EH
1420
Equitable Holdings
New York
$1.57M -$154K -444 -9%
SMC
1421
Smith, Moore & Co
Missouri
$1.57M +$22.6K +65 +1%
MSS
1422
Mitchell Sinkler & Starr
Pennsylvania
$1.57M +$97.4K +280 +7%
SCI
1423
S&CO Inc
Massachusetts
$1.57M +$34.8K +100 +2%
STA
1424
Summit Trail Advisors
New York
$1.57M -$808K -2,324 -34%
WA
1425
Wambolt & Associates
Colorado
$1.56M -$8K -23 -0.5%
55 56
57
58 59