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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 %
OFS
1926
Oldfather Financial Services
Nebraska
$578K -$2.27K -6 -0.4%
CMS
1927
Capital Market Strategies
Florida
$577K -$64.3K -180 -10%
MIM
1928
Moseley Investment Management
Florida
$576K – – –
WT
1929
Washington Trust
Rhode Island
$575K +$3.57K +10 +0.6%
AW
1930
Alaethes Wealth
Nevada
$573K -$900K -2,517 -61%
HGWM
1931
Horst & Graben Wealth Management
Oregon
$573K +$715 +2 +0.1%
SG
1932
Stonnington Group
California
$573K +$67.7K +195 +13%
WB
1933
Webster Bank
Connecticut
$572K -$41.1K -115 -7%
ICM
1934
IMS Capital Management
Oregon
$571K +$24.6K +69 +5%
CA
1935
Calton & Associates
Florida
$570K -$22.5K -63 -4%
MKC
1936
M. Kraus & Co
Vermont
$569K -$10.7K -30 -2%
FWP
1937
Firethorn Wealth Partners
Georgia
$568K +$16.1K +45 +3%
EL
1938
Essex LLC
Illinois
$568K +$32.2K +90 +6%
SAM
1939
SP Asset Management
California
$567K +$4.65K +13 +0.8%
AM
1940
Atwater Malick
Pennsylvania
$564K – – –
SWM
1941
Salvus Wealth Management
New Jersey
$564K +$84.3K +236 +18%
FCA
1942
FLC Capital Advisors
California
$563K – – –
WDG
1943
Wealth Dimensions Group
Ohio
$563K +$59.7K +167 +12%
ICM
1944
Islay Capital Management
Texas
$563K +$563K +1,575 New
PMFA
1945
Plante Moran Financial Advisors
Michigan
$562K -$79.4K -222 -12%
BMC
1946
Beaton Management Company
Massachusetts
$562K +$72.2K +202 +15%
UIA
1947
UBP Investment Advisors
Switzerland
$560K – – –
CL
1948
CPWM LLC
Washington
$559K +$30K +84 +6%
EWA
1949
ERTS Wealth Advisors
Michigan
$558K -$27.5K -77 -5%
JSL
1950
JT Stratford LLC
Georgia
$555K -$24.3K -68 -4%
76 77
78
79 80