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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 %
CI
1551
CX Institutional
Indiana
$1.21M -$1.77M -5,086 -59%
CWP
1552
Curated Wealth Partners
California
$1.21M +$8K +23 +0.7%
LC
1553
Lindbrook Capital
California
$1.2M -$11.5K -33 -0.9%
BHB
1554
Bank Hapoalim BM
Israel
$1.2M -$124K -357 -9%
MMC
1555
Mizuho Markets Cayman
Cayman Islands
$1.2M -$4.27M -12,267 -78%
CCM
1556
Cribstone Capital Management
Maine
$1.19M -$245K -706 -17%
SI
1557
Scharf Investments
California
$1.19M +$5.22K +15 +0.4%
BJL
1558
Brighton Jones LLC
Washington
$1.19M +$99.5K +286 +9%
IAS
1559
Insigneo Advisory Services
Florida
$1.19M +$1.19M +3,419 New
WIC
1560
Woodmont Investment Counsel
Tennessee
$1.19M -$19.1K -55 -2%
SAM
1561
Steinberg Asset Management
New York
$1.19M +$2.78K +8 +0.2%
BCM
1562
Buckhead Capital Management
Georgia
$1.18M -$20.9K -60 -2%
SB
1563
Strategic Blueprint
Georgia
$1.18M -$3.83K -11 -0.3%
AIC
1564
Archer Investment Corporation
Indiana
$1.18M – – –
WCM
1565
Whitener Capital Management
North Carolina
$1.17M – – –
BCA
1566
Bray Capital Advisors
Florida
$1.17M – – –
CWA
1567
Consilium Wealth Advisory
Texas
$1.17M -$118K -340 -9%
SFO
1568
Stokes Family Office
Louisiana
$1.17M -$228K -657 -16%
DIM
1569
Delta Investment Management
California
$1.16M -$1.47M -4,230 -56%
BFA
1570
Beaumont Financial Advisors
Massachusetts
$1.16M -$587K -1,687 -34%
AWM
1571
Accurate Wealth Management
Florida
$1.16M +$691K +1,862 +147%
MRCM
1572
M&R Capital Management
New Jersey
$1.16M -$66.1K -190 -5%
PFG
1573
Peterson Financial Group
Iowa
$1.16M -$579K -1,665 -33%
MBT
1574
Montecito Bank & Trust
California
$1.16M +$32K +92 +3%
AIC
1575
Ayalon Insurance Company
Israel
$1.16M – – –
61 62
63
64 65