MA icon

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 %
STAS
1476
Strong Tower Advisory Services
Minnesota
$1.41M +$17K +49 +1%
TCA
1477
Transcend Capital Advisors
New Jersey
$1.4M -$142K -407 -9%
NL
1478
NVWM LLC
Pennsylvania
$1.4M -$37.2K -107 -3%
CFA
1479
Cahill Financial Advisors
Minnesota
$1.4M -$34.4K -99 -2%
CCMG
1480
Clark Capital Management Group
Pennsylvania
$1.4M +$599K +1,723 +75%
VWA
1481
Visionary Wealth Advisors
Illinois
$1.39M +$69.6K +200 +5%
TPW
1482
Transatlantique Private Wealth
New York
$1.39M +$289K +838 +26%
CCM
1483
CAAS Capital Management
New York
$1.39M +$1.39M +4,000 New
VT
1484
Vise Technologies
New York
$1.39M +$409K +1,177 +42%
CPO
1485
Cerity Partners OCIO
New York
$1.38M -$40.3K -116 -3%
TCA
1486
Trifecta Capital Advisors
Illinois
$1.37M +$1.37M +3,943 New
PA
1487
Prossimo Advisors
California
$1.37M +$1.37M +3,929 New
CCG
1488
Chatham Capital Group
Georgia
$1.36M +$274K +788 +25%
BCAM
1489
Boston Common Asset Management
Massachusetts
$1.36M +$22.3K +64 +2%
RMDI
1490
R.M. Davis Inc
Maine
$1.35M +$138K +397 +11%
HAG
1491
HF Advisory Group
Maryland
$1.35M +$1.35M +3,888 New
B
1492
Barings
North Carolina
$1.35M -$120K -345 -8%
MBTD
1493
Mechanics Bank - Trust Department
California
$1.35M +$23.3K +67 +2%
SWM
1494
Segment Wealth Management
Texas
$1.35M +$3.48K +10 +0.3%
TIMH
1495
Tilt Investment Management Holdings
New York
$1.35M +$1.35M +3,876 New
BWM
1496
BNC Wealth Management
Oregon
$1.34M +$23.3K +67 +2%
RIA
1497
Richwood Investment Advisors
Ohio
$1.33M +$6.96K +20 +0.5%
IGGA
1498
Iron Gate Global Advisors
Utah
$1.33M -$58.4K -168 -4%
IDBONY
1499
Israel Discount Bank of New York
New York
$1.33M -$153K -441 -10%
EL
1500
EMFO LLC
Florida
$1.32M – – –
58 59
60
61 62