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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 %
BEI
1426
Benjamin Edwards Inc
Missouri
$1.67M +$397K +1,111 +31%
CCM
1427
Cox Capital Management
Massachusetts
$1.67M +$41.8K +117 +3%
TA
1428
Tectonic Advisors
Texas
$1.67M +$95.1K +266 +6%
PR
1429
Payden & Rygel
California
$1.67M -$322K -900 -16%
RWA
1430
Ropes Wealth Advisors
Massachusetts
$1.67M -$28.2K -79 -2%
CCM
1431
Chilton Capital Management
Texas
$1.66M – – –
IC
1432
Inverness Counsel
New York
$1.66M -$151K -422 -8%
PFG
1433
Peterson Financial Group
Iowa
$1.66M +$100K +281 +6%
SC
1434
Sierra Capital
Florida
$1.66M -$118K -329 -7%
CWM
1435
Chemistry Wealth Management
New York
$1.65M +$1.65M +4,629 New
HL
1436
HeadInvest LLC
Maine
$1.65M +$54.7K +153 +3%
CCA
1437
Cobblestone Capital Advisors
New York
$1.65M – – –
OIA
1438
OneDigital Investment Advisors
Kansas
$1.65M +$182K +510 +12%
LWM
1439
Laidlaw Wealth Management
New York
$1.64M -$71.5K -200 -4%
RWI
1440
Red Wave Investments
Pennsylvania
$1.64M +$499K +1,395 +44%
GRP
1441
Global Retirement Partners
California
$1.63M +$567K +1,663 +53%
PP
1442
Pegasus Partners
Wisconsin
$1.63M +$71.1K +199 +5%
VWA
1443
Visionary Wealth Advisors
Illinois
$1.63M +$661K +1,850 +69%
SFPG
1444
Stonebridge Financial Planning Group
Florida
$1.62M -$44.3K -124 -3%
PP
1445
Patron Partners
Texas
$1.62M +$37.2K +104 +2%
MCC
1446
Money Concepts Capital
Florida
$1.62M +$732K +2,049 +83%
SWM
1447
Segment Wealth Management
Texas
$1.61M +$2.14K +6 +0.1%
SNB
1448
Security National Bank
Nebraska
$1.61M -$57.2K -160 -3%
GA
1449
GraniteShares Advisors
New York
$1.6M -$69.3K -194 -4%
NCA
1450
New Century Advisors
Maryland
$1.59M +$122K +340 +8%
56 57
58
59 60