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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 %
DCM
1751
DGS Capital Management
New Jersey
$842K +$91.8K +257 +12%
TFS
1752
TrustCore Financial Services
Tennessee
$836K +$494K +1,382 +144%
SCP
1753
Stamos Capital Partners
California
$836K +$836K +2,340 New
CAL
1754
Capital Advisors Ltd
Ohio
$833K +$162K +454 +24%
GDP
1755
Great Diamond Partners
Maine
$830K -$51K -143 -6%
IA
1756
Insight Advisors
Pennsylvania
$826K +$300K +840 +57%
LWA
1757
Lineweaver Wealth Advisors
Ohio
$823K -$9.65K -27 -1%
CBFP
1758
Cedar Brook Financial Partners
Ohio
$821K +$12.9K +36 +2%
C
1759
Covestor
United Kingdom
$821K +$664K +1,856 +422%
RFN
1760
RDA Financial Network
Iowa
$817K +$40K +112 +5%
EWM
1761
Evermay Wealth Management
Virginia
$816K +$379K +1,060 +87%
SCM
1762
Schnieders Capital Management
California
$815K -$36.1K -101 -4%
BAAM
1763
Baker Avenue Asset Management
California
$811K -$331K -926 -29%
FFWA
1764
FRG Family Wealth Advisors
Washington
$811K – – –
RZH
1765
Relyea Zuckerberg Hanson
Connecticut
$810K +$41.5K +117 +5%
BFO
1766
Biltmore Family Office
North Carolina
$807K -$177K -496 -18%
UC
1767
Unio Capital
New Jersey
$804K -$357K -1,000 -31%
WKSWA
1768
White Knight Strategic Wealth Advisors
New Jersey
$803K -$130K -363 -14%
APWM
1769
Atlas Private Wealth Management
New York
$801K +$18.6K +52 +2%
VDBMI
1770
Van Den Berg Management I
Texas
$801K +$248K +694 +45%
LIM
1771
Lagoda Investment Management
New York
$800K -$107K -300 -12%
SC
1772
Solstein Capital
California
$797K -$16.1K -45 -2%
PA
1773
PSI Advisors
Florida
$795K – – –
FANJ
1774
Financial Architects (New Jersey)
New Jersey
$794K +$30K +84 +4%
Macquarie Group
1775
Macquarie Group
Australia
$793K -$74.1K -207,369 -9%
69 70
71
72 73