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 %
AF
1501
Advisornet Financial
Minnesota
$1.32M +$37.6K +108 +3%
VCM
1502
Virtue Capital Management
Tennessee
$1.32M +$290K +833 +28%
DA
1503
Doliver Advisors
Texas
$1.32M -$9.04K -26 -0.7%
FAM
1504
Formidable Asset Management
Ohio
$1.32M -$8.7K -25 -0.7%
HAI
1505
Hennessy Advisors Inc
California
$1.32M -$341K -980 -21%
RP
1506
Rice Partnership
Hawaii
$1.32M +$7.65K +22 +0.6%
YIA
1507
YHB Investment Advisors
Connecticut
$1.31M +$15.3K +44 +1%
KCM
1508
Kendall Capital Management
Maryland
$1.31M -$8.69K -25 -0.7%
CWG
1509
Cornerstone Wealth Group
North Carolina
$1.31M -$22.3K -64 -2%
4WM
1510
4J Wealth Management
Virginia
$1.3M -$42.1K -121 -3%
CPM
1511
Crescent Park Management
California
$1.3M -$105K -302 -7%
FHC
1512
First Heartland Consultants
Missouri
$1.3M -$428K -1,231 -25%
WAS
1513
Winch Advisory Services
Wisconsin
$1.3M -$320K -919 -20%
AWM
1514
Activest Wealth Management
Florida
$1.29M +$112K +319 +9%
JF
1515
Jump Financial
Illinois
$1.29M -$8.21M -23,616 -86%
SIA
1516
SkyView Investment Advisors
New Jersey
$1.29M -$16.7K -48 -1%
AL
1517
Aspiriant LLC
California
$1.29M +$92.5K +266 +8%
BMCM
1518
Burns Matteson Capital Management
New York
$1.29M -$15.6K -45 -1%
SWM
1519
Sendero Wealth Management
Texas
$1.29M +$109K +313 +9%
CCG
1520
Ceeto Capital Group
Florida
$1.29M – – –
AGAM
1521
Audent Global Asset Management
California
$1.29M -$103K -296 -7%
TC
1522
Trust Company
Kansas
$1.29M +$408K +1,172 +46%
ISWM
1523
Independent Solutions Wealth Management
New York
$1.29M -$37.6K -108 -3%
ESB
1524
Essex Savings Bank
Connecticut
$1.28M +$85.9K +247 +7%
JDR
1525
Jay D. Rosenbaum
$1.28M +$8.69K +25 +0.7%
59 60
61
62 63