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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 %
PD
2376
Planning Directions
Pennsylvania
$222K – – –
OAM
2377
Occidental Asset Management
California
$222K +$222K +622 New
ZF
2378
Zhang Financial
Michigan
$221K -$8.96K -25 -4%
CHA
2379
Cooper/Haims Advisors
New York
$220K -$35.7K -100 -14%
BFWA
2380
Benchmark Financial Wealth Advisors
Florida
$220K -$11.4K -32 -5%
KFP
2381
KB Financial Partners
New Jersey
$219K +$12.5K +35 +6%
RGC
2382
Roberts, Glore & Co
Illinois
$218K +$5.37K +15 +3%
PCMK
2383
Paragon Capital Management (Kansas)
Kansas
$218K +$218K +611 New
SIC
2384
SJS Investment Consulting
Ohio
$217K +$68.3K +191 +46%
WMA
2385
West Michigan Advisors
Michigan
$217K +$217K +607 New
RTC
2386
Riverview Trust Company
Washington
$217K +$217K +608 New
IBOK
2387
Independence Bank of Kentucky
Kentucky
$215K -$19.6K -55 -8%
FZCM
2388
Flynn Zito Capital Management
New York
$215K – – –
CA
2389
Crewe Advisors
Utah
$215K +$7.16K +20 +3%
KPWG
2390
KFA Private Wealth Group
Virginia
$215K +$9.29K +26 +5%
FFW
2391
Fusion Family Wealth
New York
$215K +$215K +602 New
HA
2392
Hofer & Associates
California
$214K – – –
HCM
2393
Heathbridge Capital Management
Ontario, Canada
$214K – – –
RDIA
2394
RE Dickinson Investment Advisors
Iowa
$214K – – –
AWA
2395
AmeriServ Wealth Advisors
Pennsylvania
$214K – – –
HW
2396
Hamilton Wealth
California
$214K +$1.07K +3 +0.5%
AR
2397
Apeiron RIA
Texas
$213K -$7.7K -22 -3%
FAFN
2398
First Affirmative Financial Network
Colorado
$211K +$211K +590 New
IF
2399
Insight Folios
North Carolina
$210K -$12.5K -35 -6%
SIAG
2400
Safeguard Investment Advisory Group
California
$210K +$210K +588 New
94 95
96
97 98