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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 %
TC
2276
Titleist Capital
Texas
$295K -$71.3K -205 -19%
KSWA
2277
Kathleen S. Wright Associates
Pennsylvania
$294K – – –
CWS
2278
Cypress Wealth Services
California
$294K +$25K +72 +9%
TA
2279
TFB Advisors
Kansas
$294K +$294K +845 New
TIA
2280
Tiemann Investment Advisors
California
$293K – – –
FCMT
2281
Founders Capital Management (Texas)
Texas
$292K – – –
WRPWM
2282
Werba Rubin Papier Wealth Management
California
$292K +$292K +839 New
MPW
2283
MGO Private Wealth
California
$291K – – –
KWM
2284
Kaydan Wealth Management
Michigan
$291K +$5.91K +17 +2%
LWM
2285
Lodestone Wealth Management
Washington
$291K +$291K +838 New
CWA
2286
Canvas Wealth Advisors
Kansas
$291K +$291K +789 New
FSC
2287
Full Sail Capital
Oklahoma
$290K +$1.04K +3 +0.4%
MWA
2288
Motive Wealth Advisors
Michigan
$290K +$290K +834 New
GAG
2289
Goodman Advisory Group
Massachusetts
$290K -$8.34K -24 -3%
DIP
2290
DT Investment Partners
Pennsylvania
$289K – – –
SPP
2291
Single Point Partners
Massachusetts
$288K -$40.3K -116 -12%
AWC
2292
Abundance Wealth Counselors
Pennsylvania
$288K +$22.9K +66 +9%
FFA
2293
Farther Finance Advisors
California
$288K +$288K +828 New
FCA
2294
FinTrust Capital Advisors
South Carolina
$287K -$83.5K -240 -23%
TFA
2295
Transamerica Financial Advisors
Florida
$287K +$69.4K +199 +32%
JIC
2296
Joel Isaacson & Co
New York
$286K +$12.2K +35 +4%
FC
2297
Financial Council
Maryland
$286K -$5.91K -17 -2%
WDC
2298
Woodward Diversified Capital
California
$286K -$348 -1 -0.1%
NL
2299
Navalign LLC
California
$286K – – –
OFS
2300
Oldfather Financial Services
Nebraska
$285K -$243K -700 -46%
90 91
92
93 94