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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 %
TNA
2301
True North Advisors
Texas
$285K +$1.74K +5 +0.6%
FPWM
2302
FSB Premier Wealth Management
Iowa
$284K -$147K -422 -34%
HA
2303
Hamel Associates
New Jersey
$283K -$12.2K -35 -4%
LFG
2304
Lockerman Financial Group
California
$283K +$283K +815 New
NCM
2305
Noesis Capital Mangement
Florida
$283K +$8.35K +24 +3%
TS
2306
Tamar Securities
California
$282K -$1.39K -4 -0.5%
WBG
2307
Wharton Business Group
Pennsylvania
$282K – – –
MF
2308
Montis Financial
Massachusetts
$282K -$2.78K -8 -1%
HP
2309
Hyperion Partners
Pennsylvania
$282K +$282K +810 New
AFAS
2310
Acorn Financial Advisory Services
Virginia
$281K +$348 +1 +0.1%
TA
2311
Trellis Advisors
Washington
$281K +$19.5K +56 +7%
MPIA
2312
Mountain Pacific Investment Advisers
Idaho
$280K – – –
PFWA
2313
Paces Ferry Wealth Advisors
Georgia
$279K -$19.1K -55 -6%
OWM
2314
Orgel Wealth Management
Wisconsin
$279K – – –
KFA
2315
Kapstone Financial Advisors
Ohio
$278K +$278K +742 New
TCM
2316
Tufton Capital Management
Maryland
$278K – – –
TFA
2317
Triad Financial Advisors
North Carolina
$278K +$5.91K +17 +2%
PB
2318
Pinnacle Bancorp
Nebraska
$277K +$16.7K +48 +6%
WH
2319
Willner & Heller
California
$275K -$8.34K -24 -3%
QT
2320
Quantbot Technologies
New York
$274K -$8.75M -25,165 -97%
CCT
2321
Chemung Canal Trust
New York
$274K – – –
AP
2322
Adero Partners
California
$273K +$28.2K +81 +11%
AAS
2323
Annex Advisory Services
Wisconsin
$273K +$16.7K +48 +7%
MSFP
2324
Mark Sheptoff Financial Planning
Connecticut
$273K -$104K -300 -28%
CHP
2325
Cable Hill Partners
Oregon
$273K +$273K +785 New
91 92
93
94 95