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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 %
NW
1526
Naviter Wealth
Arkansas
$1.27M +$125K +328 +11%
GWM
1527
Guardian Wealth Management
Illinois
$1.27M +$28.5K +82 +2%
ARMT
1528
Amica Retiree Medical Trust
Rhode Island
$1.27M -$259K -746 -17%
DBRC
1529
D.B. Root & Company
Pennsylvania
$1.27M -$59.5K -171 -4%
PCA
1530
Pallas Capital Advisors
Massachusetts
$1.26M -$221K -588 -15%
SCA
1531
STALEY CAPITAL ADVISERS
Pennsylvania
$1.26M – – –
MAM
1532
McCarthy Asset Management
California
$1.26M – – –
CSI
1533
Cross Staff Investments
New York
$1.26M +$6.26K +18 +0.5%
CT
1534
Clearstead Trust
Maine
$1.26M +$348 +1 +0%
ACM
1535
AUA Capital Management
Pennsylvania
$1.26M – – –
BDA
1536
Borer Denton & Associates
Pennsylvania
$1.25M – – –
AAP
1537
Arax Advisory Partners
Colorado
$1.25M -$134K -386 -10%
FNA
1538
First National Advisers
Nebraska
$1.25M +$133K +383 +12%
MFA
1539
Mayflower Financial Advisors
Massachusetts
$1.24M +$218K +627 +21%
BCA
1540
Bay Colony Advisors
Massachusetts
$1.24M -$33.4K -96 -3%
Dimensional Fund Advisors
1541
Dimensional Fund Advisors
Texas
$1.23M +$6.93K +19,915 +0.6%
SMH
1542
Sanders Morris Harris
Texas
$1.23M -$401K -1,153 -25%
FFM
1543
Forum Financial Management
Illinois
$1.23M -$12.5K -36 -1%
SA
1544
SRN Advisors
Pennsylvania
$1.22M -$2.18M -6,272 -64%
WP
1545
WealthSource Partners
California
$1.22M -$274K -788 -18%
KTC
1546
Kistler-Tiffany Companies
Pennsylvania
$1.22M +$23.3K +67 +2%
ECG
1547
Edge Capital Group
Georgia
$1.22M +$181K +521 +18%
FIB
1548
First Interstate Bank
Montana
$1.22M -$18.1K -52 -1%
BOPW
1549
Brandywine Oak Private Wealth
Pennsylvania
$1.21M -$62.2K -179 -5%
MCC
1550
Money Concepts Capital
Florida
$1.21M +$399K +1,147 +49%
60 61
62
63 64