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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 %
CFO
1576
CVA Family Office
Colorado
$1.15M +$147K +422 +15%
NFG
1577
Nations Financial Group
Iowa
$1.15M -$7.65K -22 -0.7%
HG
1578
Herbst Group
Connecticut
$1.15M +$104K +300 +10%
SW
1579
SlateStone Wealth
Florida
$1.14M +$13.9K +40 +1%
FHA
1580
First Horizon Advisors
Tennessee
$1.14M -$46.6K -134 -4%
TIA
1581
Trust Investment Advisors
Indiana
$1.14M -$50.1K -144 -4%
TWM
1582
Thrive Wealth Management
Pennsylvania
$1.14M +$98.7K +284 +10%
RA
1583
RFG Advisory
Alabama
$1.13M -$14.6K -39 -1%
HFG
1584
Heron Financial Group
New York
$1.13M -$44K -125 -4%
FNBSF
1585
First National Bank Sioux Falls
South Dakota
$1.13M +$101K +291 +10%
VV
1586
Verity & Verity
South Carolina
$1.13M +$1.13M +3,250 New
CF
1587
Copperwynd Financial
Arizona
$1.13M -$67.5K -194 -6%
OBWG
1588
Onyx Bridge Wealth Group
New York
$1.13M +$862K +2,345 +326%
MC
1589
Middleton & Co
Massachusetts
$1.13M +$86.6K +249 +8%
PWMG
1590
Prestige Wealth Management Group
New Jersey
$1.12M +$451K +1,296 +67%
KP
1591
Keel Point
Alabama
$1.12M +$146K +419 +15%
JWCA
1592
J.W. Cole Advisors
Florida
$1.12M +$42.1K +121 +4%
BAM
1593
Blueshift Asset Management
New Jersey
$1.12M -$1.01M -2,893 -47%
CG
1594
Corundum Group
Colorado
$1.12M +$83.1K +239 +8%
GA
1595
Geller Advisors
New York
$1.11M -$69.2K -199 -6%
RWP
1596
RWA Wealth Partners
Massachusetts
$1.1M -$20.8K -55 -2%
HT
1597
Heritage Trust
Oklahoma
$1.1M +$96.3K +277 +10%
VPI
1598
Value Partners Investments
Manitoba, Canada
$1.09M +$9.04K +26 +0.8%
OFW
1599
Omnia Family Wealth
Florida
$1.09M +$5.91K +17 +0.5%
IP
1600
Intellectus Partners
California
$1.09M -$13.2K -38 -1%
62 63
64
65 66