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 %
FWM
1776
FFT Wealth Management
Pennsylvania
$748K – – –
KLCM
1777
KG&L Capital Management
Louisiana
$747K -$350K -1,008 -32%
PIA
1778
Perennial Investment Advisors
California
$747K +$9.39K +27 +1%
FFWA
1779
FRG Family Wealth Advisors
Washington
$744K -$31.3K -90 -4%
SFP
1780
Sandbox Financial Partners
Maryland
$744K -$170K -488 -19%
MFWP
1781
Mosaic Family Wealth Partners
Missouri
$742K +$742K +2,134 New
WKSWA
1782
White Knight Strategic Wealth Advisors
New Jersey
$739K -$33K -95 -4%
VDBMI
1783
Van Den Berg Management I
Texas
$739K -$18.4K -53 -2%
MGWM
1784
Marks Group Wealth Management
Minnesota
$735K – – –
PA
1785
PSI Advisors
Florida
$733K -$29.9K -86 -4%
CCM
1786
Canal Capital Management
Virginia
$732K +$52.5K +151 +8%
AWG
1787
Altus Wealth Group
Colorado
$731K +$206K +593 +39%
AB
1788
Atlas Brown
Kentucky
$731K – – –
HFS
1789
Howard Financial Services
Texas
$730K -$11.1K -32 -2%
SAM
1790
Synergy Asset Management
Washington
$729K +$20.5K +59 +3%
RWPA
1791
Richard W. Paul & Associates
Michigan
$723K +$723K +2,080 New
ACA
1792
Aptus Capital Advisors
Alabama
$723K -$4.9M -14,080 -87%
PPC
1793
Park Place Capital
Alabama
$722K +$722K +2,076 New
CMTU
1794
Capital Markets Trading (UK)
United Kingdom
$722K +$722K +2,077 New
HHGA
1795
Halbert Hargrove Global Advisors
California
$718K -$6.96K -20 -1%
PWA
1796
Physician Wealth Advisors
Utah
$716K -$152K -400 -18%
FCB
1797
First County Bank
Connecticut
$715K +$715K +2,055 New
SRC
1798
Shufro Rose & Co
New York
$713K -$11.5K -33 -2%
DA
1799
Detalus Advisors
Missouri
$712K +$45.9K +132 +7%
FCP
1800
Fidelis Capital Partners
Florida
$710K +$710K +1,913 New
70 71
72
73 74