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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 %
ST
2176
Somerset Trust
Pennsylvania
$363K +$20.2K +58 +6%
RFN
2177
Redwood Financial Network
Ohio
$363K – – –
HVIA
2178
Hudson Valley Investment Advisors
New York
$362K – – –
CWM
2179
Connecticut Wealth Management
Connecticut
$362K +$11.5K +33 +3%
FA
2180
Fortis Advisors
Pennsylvania
$361K – – –
CVM
2181
Cheviot Value Management
California
$361K +$361K +1,038 New
SIC
2182
Salem Investment Counselors
North Carolina
$360K +$80.7K +232 +29%
OWA
2183
Opal Wealth Advisors
New York
$360K -$2.78K -8 -0.8%
SBWIC
2184
Schaper Benz & Wise Investment Counsel
Wisconsin
$360K – – –
AFA
2185
American Financial Advisors
Georgia
$359K – – –
PCG
2186
Prosperity Consulting Group
Maryland
$358K +$19.1K +55 +6%
VAG
2187
VisionPoint Advisory Group
Texas
$357K -$102K -275 -22%
GAA
2188
Global Assets Advisory
Florida
$357K -$16K -46 -4%
FFA
2189
Fragasso Financial Advisors
Pennsylvania
$357K -$102K -293 -22%
SRC
2190
Sage Rhino Capital
California
$356K +$17.7K +51 +5%
RRCM
2191
Rappaport Reiches Capital Management
Illinois
$356K +$348 +1 +0.1%
MS
2192
Maven Securities
Jersey
$355K -$5.4M -15,523 -94%
NAM
2193
NTV Asset Management
West Virginia
$355K +$18.1K +52 +5%
BC
2194
Burleson & Co
California
$355K +$235K +677 +197%
CWM
2195
CCG Wealth Management
California
$353K +$27.5K +79 +8%
HI
2196
Hudock Inc
Pennsylvania
$353K -$105K -303 -23%
BFC
2197
Bedel Financial Consulting
Indiana
$352K +$1.74K +5 +0.5%
FCA
2198
FLC Capital Advisors
California
$350K -$20.2K -58 -5%
FCM
2199
Family Capital Management
Michigan
$349K +$349K +1,003 New
SVCP
2200
Silicon Valley Capital Partners
California
$349K -$17.4K -50 -5%
86 87
88
89 90