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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 %
SPIO
2126
Seven Post Investment Office
California
$405K – – –
FCFS
2127
First Command Financial Services
Texas
$403K -$35.5K -102 -8%
FCB
2128
First Command Bank
Texas
$403K -$35.5K -102 -8%
CCFM
2129
Clear Creek Financial Management
Washington
$403K -$97K -279 -19%
WP
2130
Westmount Partners
California
$401K +$401K +1,152 New
CWP
2131
Cyndeo Wealth Partners
Florida
$401K +$401K +1,152 New
TFA
2132
Tranquilli Financial Advisor
New Jersey
$399K +$66.1K +190 +20%
ACP
2133
Aveo Capital Partners
Colorado
$399K +$132K +379 +49%
TWM
2134
Tradition Wealth Management
Minnesota
$399K +$4.87K +14 +1%
PWP
2135
Phillips Wealth Planners
Mississippi
$397K +$397K +1,071 New
ACP
2136
Arcus Capital Partners
Georgia
$397K – – –
CPM
2137
Connective Portfolio Management
New York
$395K – – –
CCM
2138
Consolidated Capital Management
California
$394K +$60.2K +173 +18%
LF
2139
Lantz Financial
Illinois
$394K -$39.6K -114 -9%
GFS
2140
GYL Financial Synergies
Connecticut
$391K +$65K +187 +20%
AFG
2141
Albion Financial Group
Utah
$391K -$17.7K -51 -4%
NWM
2142
NEIRG Wealth Management
Massachusetts
$391K +$348 +1 +0.1%
SEC
2143
Seven Eight Capital
New York
$391K -$8.14M -23,419 -95%
CCA
2144
Conestoga Capital Advisors
Pennsylvania
$389K -$33K -95 -8%
CAM
2145
Claret Asset Management
Quebec, Canada
$389K +$2.43K +7 +0.6%
CA
2146
Crewe Advisors
Utah
$387K -$96.7K -278 -20%
CCM
2147
Crew Capital Management
Ohio
$387K – – –
CIM
2148
Contravisory Investment Management
Massachusetts
$387K +$52.9K +152 +16%
KF
2149
Krilogy Financial
Missouri
$386K +$74.4K +214 +24%
BBW
2150
Blue Barn Wealth
Utah
$385K -$87.3K -251 -18%
84 85
86
87 88