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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 %
RCG
1601
Regatta Capital Group
California
$1.08M -$38.3K -110 -3%
ALAM
1602
Asahi Life Asset Management
Japan
$1.08M +$50.4K +145 +5%
VWM
1603
Venturi Wealth Management
Texas
$1.08M +$60.5K +174 +6%
RCM
1604
Ratan Capital Management
Florida
$1.08M +$34.8K +100 +3%
MSFS
1605
Main Street Financial Solutions
Pennsylvania
$1.08M -$61.9K -178 -5%
WI
1606
Wedgewood Investors
Pennsylvania
$1.08M – – –
NF
1607
Nikulski Financial
Iowa
$1.07M -$2.78K -8 -0.3%
CIA
1608
Capital Investment Advisors
Georgia
$1.07M +$149K +429 +16%
MW
1609
Marcum Wealth
Ohio
$1.07M -$7.65K -22 -0.7%
PMA
1610
Prudent Man Advisors
Illinois
$1.07M +$318K +913 +42%
CWAG
1611
Compton Wealth Advisory Group
Virginia
$1.07M -$1.74K -5 -0.2%
APP
1612
Avantax Planning Partners
Iowa
$1.06M -$3.13K -9 -0.3%
WPW
1613
Warther Private Wealth
Ohio
$1.06M -$112K -322 -10%
LFA
1614
Legacy Financial Advisors
Kentucky
$1.06M +$211K +608 +25%
ACM
1615
Acrisure Capital Management
Texas
$1.06M +$1.06M +3,039 New
PSP
1616
Principal Street Partners
Tennessee
$1.06M -$257K -738 -20%
C1AG
1617
Client 1st Advisory Group
Florida
$1.06M – – –
HCP
1618
Holt Capital Partners
Texas
$1.05M – – –
RZH
1619
Relyea Zuckerberg Hanson
Connecticut
$1.05M +$203K +585 +24%
SFP
1620
Sweet Financial Partners
Minnesota
$1.05M +$103K +297 +11%
GC
1621
GFG Capital
Florida
$1.05M -$5.1M -14,671 -83%
PFGIA
1622
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$48.3K +139 +5%
EWA
1623
Encompass Wealth Advisors
Oregon
$1.04M -$11.8K -34 -1%
QFA
1624
Quattro Financial Advisors
Texas
$1.04M – – –
GITFIT
1625
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.04M +$3.48K +10 +0.3%
63 64
65
66 67