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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 %
WWM
2351
Wagner Wealth Management
South Carolina
$234K – – –
BFS
2352
Bickling Financial Services
Massachusetts
$234K +$358 +1 +0.2%
GHA
2353
GW Henssler & Associates
Georgia
$234K +$12.8K +36 +6%
SIA
2354
Soltis Investment Advisors
Utah
$234K +$24.6K +69 +12%
TCM
2355
Tandem Capital Management
New Jersey
$233K – – –
CVM
2356
Cheviot Value Management
California
$232K -$4.28K -12 -2%
SIC
2357
Salem Investment Counselors
North Carolina
$230K -$8.96K -25 -4%
FDS
2358
Freedom Day Solutions
Texas
$230K +$2.14K +6 +0.9%
RCM
2359
RNC Capital Management
California
$229K -$4.65K -13 -2%
GAMC
2360
Garner Asset Management Corp
Texas
$229K – – –
ML
2361
McAdam LLC
Pennsylvania
$229K +$229K +641 New
AP
2362
Adero Partners
California
$228K -$14.3K -40 -6%
FMI
2363
F/M Investments
District of Columbia
$228K – – –
FFA
2364
Founders Financial Alliance
North Carolina
$227K -$3.58K -10 -2%
WHG
2365
Westwood Holdings Group
Texas
$226K -$3.22K -9 -1%
NG
2366
Northstar Group
New York
$226K +$2.85K +8 +1%
GWM
2367
Greenwich Wealth Management
Connecticut
$225K +$225K +630 New
SAF
2368
Smith Anglin Financial
Texas
$224K -$35.8K -100 -14%
WAM
2369
WNY Asset Management
New York
$224K -$21.5K -60 -9%
B
2370
Bellecapital
Switzerland
$223K -$23.6K -66 -10%
TAM
2371
Townsend Asset Management
North Carolina
$223K -$16.4K -46 -7%
MKA
2372
M. Kulyk & Associates
Georgia
$223K – – –
FEG
2373
Financial Enhancement Group
Indiana
$223K +$2.14K +6 +1%
CFA
2374
Capstone Financial Advisors
Illinois
$223K +$223K +623 New
WAS
2375
Wealth Advisory Solutions
Indiana
$223K +$223K +623 New
93 94
95
96 97