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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 %
SNB
1426
Security National Bank
Nebraska
$1.56M – – –
BHPW
1427
Beverly Hills Private Wealth
California
$1.56M +$1.56M +4,485 New
TA
1428
Tectonic Advisors
Texas
$1.56M -$228K -657 -13%
MYIA
1429
Mount Yale Investment Advisors
Colorado
$1.56M +$1.04K +3 +0.1%
MFGM
1430
Marshall Financial Group (Maryland)
Maryland
$1.56M +$77.5K +223 +5%
CA
1431
Commerzbank Aktiengesellschaft
Germany
$1.56M +$502K +1,445 +48%
WAP
1432
Wealthcare Advisory Partners
Pennsylvania
$1.54M +$102K +292 +7%
V
1433
VeraBank
Texas
$1.54M +$8K +23 +0.5%
BCM
1434
Basso Capital Management
Connecticut
$1.54M +$1.54M +4,415 New
WAG
1435
Wallace Advisory Group
California
$1.53M +$1.53M +4,413 New
KIA
1436
KCM Investment Advisors
California
$1.53M +$48K +138 +3%
LA
1437
LVW Advisors
New York
$1.53M -$16.7K -48 -1%
KLI
1438
Kelman-Lazarov Inc
Tennessee
$1.53M -$14.6K -42 -0.9%
PP
1439
Patron Partners
Texas
$1.53M -$16K -46 -1%
DAS
1440
Dynamic Advisor Solutions
Arizona
$1.53M +$72K +207 +5%
PWM
1441
Perigon Wealth Management
California
$1.52M +$632K +1,818 +71%
AIP
1442
Alapocas Investment Partners
Massachusetts
$1.52M -$5.56K -16 -0.4%
CAMG
1443
CWA Asset Management Group
Florida
$1.52M +$263K +755 +21%
MIA
1444
MainStreet Investment Advisors
Illinois
$1.51M -$134K -384 -8%
BC
1445
Burney Company
Virginia
$1.51M -$1.12M -3,229 -43%
DWM
1446
Drive Wealth Management
Utah
$1.5M +$189K +544 +14%
DCM
1447
Donaldson Capital Management
Indiana
$1.5M -$111K -319 -7%
IFS
1448
Intelligent Financial Strategies
Minnesota
$1.49M -$73.4K -211 -5%
BCM
1449
Barden Capital Management
Texas
$1.49M +$154K +442 +11%
CW
1450
CIC Wealth
Maryland
$1.49M +$1.49M +4,277 New
56 57
58
59 60