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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 %
CIM
1876
CIM Investment Management
Pennsylvania
$631K -$16K -46 -2%
SVWAG
1877
Sound View Wealth Advisors Group
Georgia
$631K +$52K +122 +9%
EP
1878
Eudaimonia Partners
Tennessee
$631K -$17.7K -51 -3%
B
1879
Bridgeworth
Alabama
$631K +$26.1K +75 +4%
EFG
1880
Everhart Financial Group
Ohio
$630K +$260K +749 +71%
FMB
1881
Field & Main Bank
Kentucky
$627K -$76.5K -220 -11%
AIA
1882
Avalon Investment & Advisory
Texas
$627K +$90K +259 +17%
NRW
1883
Nova R Wealth
Kansas
$626K -$42.1K -121 -6%
CPWA
1884
Cerro Pacific Wealth Advisors
California
$625K -$21.9K -63 -3%
DCM
1885
DGS Capital Management
New Jersey
$625K +$9.74K +28 +2%
SHFA
1886
SS&H Financial Advisors
Michigan
$621K -$8.69K -25 -1%
CS
1887
Crescent Sterling
Louisiana
$620K +$620K +1,783 New
RGF
1888
Retirement Guys Formula
Ohio
$620K +$73.7K +212 +14%
FPAS
1889
Focus Partners Advisor Solutions
Missouri
$619K -$133K -383 -18%
MS
1890
Mizuho Securities
Japan
$619K +$208K +597 +50%
EWM
1891
Evermay Wealth Management
Virginia
$615K -$181K -520 -23%
ZIG
1892
Zuckerman Investment Group
Illinois
$614K +$87.3K +251 +17%
TIA
1893
Traphagen Investment Advisors
New Jersey
$613K +$81.7K +235 +15%
HPG
1894
Harvest Portfolios Group
Ontario, Canada
$611K +$611K +1,758 New
Jones Financial Companies
1895
Jones Financial Companies
Missouri
$611K +$136K +391 +29%
AF
1896
Alerus Financial
North Dakota
$611K -$5.3M -15,230 -90%
BWP
1897
Baldwin Wealth Partners
Massachusetts
$609K -$96.3K -277 -14%
CIC
1898
Crawford Investment Counsel
Georgia
$609K +$43.1K +124 +8%
SAM
1899
Sompo Asset Management
Japan
$609K -$383K -1,100 -39%
TF
1900
Trek Financial
Arizona
$606K -$131K -377 -18%
74 75
76
77 78