MA icon

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 %
RSWM
1676
Robertson Stephens Wealth Management
California
$930K -$24K -69 -3%
UAML
1677
US Asset Management LLC
Pennsylvania
$930K +$930K +2,674 New
MAWCM
1678
Mine & Arao Wealth Creation & Management
California
$928K +$1.04K +3 +0.1%
VC
1679
Veracity Capital
Georgia
$927K +$35.1K +101 +4%
BMWM
1680
Brown Miller Wealth Management
Virginia
$926K -$30.3K -87 -3%
RWB
1681
RMR Wealth Builders
New Jersey
$922K -$8.69K -25 -0.9%
SG
1682
StoneX Group
New York
$922K +$922K +2,653 New
TWA
1683
TCI Wealth Advisors
Arizona
$919K +$69.2K +199 +8%
BWM
1684
Buckley Wealth Management
Nevada
$916K -$48.3K -139 -5%
BA
1685
Bellwether Advisors
Nebraska
$916K +$895K +2,574 +4,220%
C
1686
Certuity
Florida
$916K -$26.8K -77 -3%
SF
1687
Summit Financial
New Jersey
$914K -$558K -1,604 -38%
APA
1688
Astoria Portfolio Advisors
New York
$913K +$13.2K +35 +1%
BAMG
1689
Brand Asset Management Group
Missouri
$904K -$50.8K -146 -5%
SOAMC
1690
Spirit of America Management Corp
New York
$904K – – –
RFN
1691
RDA Financial Network
Iowa
$901K +$67.8K +195 +8%
OC
1692
Oakworth Capital
Alabama
$899K +$12.9K +37 +1%
NFA
1693
Northern Financial Advisors
Michigan
$899K +$899K +2,586 New
KCM
1694
KRS Capital Management
Michigan
$897K +$348 +1 +0%
VEA
1695
Virtus ETF Advisers
New York
$888K +$208K +597 +30%
TSWM
1696
Tyler-Stone Wealth Management
Ohio
$886K – – –
CSIC
1697
Clifford Swan Investment Counsel
California
$885K -$1.39K -4 -0.2%
BAM
1698
Beaumont Asset Management
Texas
$885K +$464K +1,335 +110%
SCM
1699
Seascape Capital Management
New Hampshire
$881K -$5.57K -16 -0.6%
SHFA
1700
SC&H Financial Advisors
Maryland
$880K -$58.8K -169 -6%
66 67
68
69 70