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Mastercard
MA

Overview Fund Activity

2,607 hedge funds and large institutions have $307B invested in Mastercard in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,076 increasing their positions, 1,019 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,607
Holders Change
-22
Holders Change %
-0.84%
% of All Funds
41.26%
Holding in Top 10
269
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.25%
% of All Funds
4.26%
New
167
Increased
1,076
Reduced
1,019
Closed
161
Calls
$3.48B
Puts
$3.32B
Net Calls
+$158M
Net Calls Change
+$541M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.81B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.07B
4
Viking Global Investors
Viking Global Investors
Connecticut
+$641M
5
Capital International Investors
Capital International Investors
California
+$511M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.6B
2
LPC
Lone Pine Capital
Connecticut
-$859M
3
CP
Castleview Partners
Texas
-$716M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$491M
5
Deutsche Bank
Deutsche Bank
Germany
-$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
1601
J.W. Cole Advisors
Florida
$1.14M +$46.5K +130 +4%
PAG
1602
Paladin Advisory Group
Iowa
$1.14M +$1.14M +3,143 New
DTL
1603
Dynamic Technology Lab
Singapore
$1.14M +$1.14M +3,191 New
HFG
1604
Heron Financial Group
New York
$1.13M -$107K -298 -9%
GSWM
1605
Golden State Wealth Management
California
$1.13M -$285K -798 -20%
FNBSF
1606
First National Bank Sioux Falls
South Dakota
$1.13M – – –
OC
1607
Oakworth Capital
Alabama
$1.13M +$106K +296 +10%
MC
1608
Middleton & Co
Massachusetts
$1.12M +$4.65K +13 +0.4%
ECG
1609
Edge Capital Group
Georgia
$1.12M +$538K +1,506 +93%
CWP
1610
Curated Wealth Partners
California
$1.12M – – –
BJL
1611
Brighton Jones LLC
Washington
$1.11M +$22.2K +62 +2%
RWP
1612
RWA Wealth Partners
Massachusetts
$1.11M +$161K +450 +17%
OFW
1613
Omnia Family Wealth
Florida
$1.11M +$6.08K +17 +0.5%
PIA
1614
Perennial Investment Advisors
California
$1.11M -$34.6K -97 -3%
WWM
1615
Windsor Wealth Management
Indiana
$1.11M -$14.8K -42 -1%
CCM
1616
Compton Capital Management
Rhode Island
$1.11M +$35.7K +100 +3%
SFG
1617
Synergy Financial Group
California
$1.11M +$219K +614 +25%
SCA
1618
Stokes Capital Advisors
South Carolina
$1.1M +$1.1M +3,088 New
HT
1619
Heritage Trust
Oklahoma
$1.1M -$7.86K -22 -0.7%
ARI
1620
Applied Research Investments
Delaware
$1.1M -$1.78M -4,987 -62%
HCP
1621
Holt Capital Partners
Texas
$1.1M – – –
BAMG
1622
Brand Asset Management Group
Missouri
$1.1M -$39.3K -110 -3%
PFG
1623
PAX Financial Group
Texas
$1.1M -$82.9K -232 -7%
PWM
1624
Peterson Wealth Management
Nevada
$1.1M -$254K -710 -19%
LC
1625
Lindbrook Capital
California
$1.1M +$27.9K +78 +3%
63 64
65
66 67