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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 %
VC
2101
Vicus Capital
Pennsylvania
$419K -$13.6K -38 -3%
ZIG
2102
Zuckerman Investment Group
Illinois
$418K +$39.3K +110 +10%
OFS
2103
OneAscent Financial Services
Alabama
$418K +$134K +376 +47%
PC
2104
Periscope Capital
Ontario, Canada
$417K -$422K -1,180 -50%
FCFS
2105
First Command Financial Services
Texas
$417K +$30.4K +85 +8%
FCB
2106
First Command Bank
Texas
$417K +$37.2K +104 +10%
KFA
2107
Krane Funds Advisors
New York
$417K +$417K +1,168 New
OCM
2108
Objective Capital Management
Ohio
$416K -$6.43K -18 -2%
CCM
2109
Crew Capital Management
Ohio
$416K – – –
SPIO
2110
Seven Post Investment Office
California
$416K – – –
ACP
2111
Arcus Capital Partners
Georgia
$415K -$111K -310 -21%
EPA
2112
Element Pointe Advisors
Florida
$415K – – –
BBW
2113
Blue Barn Wealth
Utah
$410K +$26.5K +74 +7%
NAS
2114
Nicolet Advisory Services
Wisconsin
$410K +$69.4K +197 +20%
GG
2115
Golden Green
South Carolina
$409K -$579K -1,620 -59%
AFP
2116
Ausdal Financial Partners
Iowa
$409K -$13.2K -37 -3%
DWP
2117
Destiny Wealth Partners
Florida
$408K – – –
RGF
2118
Retirement Guys Formula
Ohio
$407K +$407K +1,140 New
CPM
2119
Connective Portfolio Management
New York
$406K – – –
RCA
2120
Ranch Capital Advisors
Florida
$406K +$8.94K +25 +2%
KM
2121
Kalos Management
Georgia
$404K +$404K +1,132 New
AP
2122
Arlington Partners
Alabama
$402K +$15.7K +44 +4%
RCG
2123
Rock Creek Group
District of Columbia
$402K +$62.6K +175 +18%
CRWM
2124
Castle Rock Wealth Management
California
$401K -$227K -624 -36%
KFI
2125
Key Financial Inc
Pennsylvania
$401K +$145K +406 +57%
83 84
85
86 87