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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 %
NB
2051
Northwest Bancshares
Pennsylvania
$462K – – –
AWS
2052
AJ Wealth Strategies
New York
$461K – – –
SFWA
2053
Summit Financial Wealth Advisors
Louisiana
$460K +$2.86K +8 +0.6%
GAM
2054
Grandview Asset Management
Pennsylvania
$458K +$27.5K +77 +6%
LSA
2055
L & S Advisors
California
$457K -$188K -526 -29%
VC
2056
Veery Capital
Delaware
$457K -$10K -28 -2%
1WA
2057
180 Wealth Advisors
Washington
$457K -$8.73K -24 -2%
TSWM
2058
Triangle Securities Wealth Management
North Carolina
$456K -$30.4K -85 -6%
GIP
2059
Greatmark Investment Partners
Georgia
$454K +$62.6K +175 +16%
PWM
2060
Prentice Wealth Management
New York
$453K +$27.1K +76 +6%
MSR
2061
Main Street Research
Connecticut
$452K -$593K -1,661 -57%
LF
2062
Lantz Financial
Illinois
$452K +$13.6K +38 +3%
TIS
2063
Tortoise Index Solutions
Kansas
$450K -$98K -274 -18%
AWE
2064
Avidian Wealth Enterprises
Texas
$450K -$2.15K -6 -0.5%
MAP
2065
Milestone Advisory Partners
North Carolina
$450K +$450K +1,260 New
FPAS
2066
Focus Partners Advisor Solutions
Missouri
$449K +$116K +326 +35%
CC
2067
Cypress Capital
Tennessee
$449K +$7.51K +21 +2%
AC
2068
Aristides Capital
Kentucky
$447K – – –
LAM
2069
LifePro Asset Management
California
$447K +$36.8K +103 +9%
CAIMH
2070
Central Asset Investments & Management Holdings
Hong Kong
$446K +$32.1K +90 +8%
PGWM
2071
Pitti Group Wealth Management
New York
$443K +$17.2K +48 +4%
RWA
2072
Redhawk Wealth Advisors
Minnesota
$441K -$1.43K -4 -0.3%
KWM
2073
Kaydan Wealth Management
Michigan
$437K +$10K +28 +2%
RW
2074
Rede Wealth
Virginia
$437K +$2.15K +6 +0.5%
FPCG
2075
Fort Pitt Capital Group
Pennsylvania
$436K -$6.43K -18 -1%
81 82
83
84 85