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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 %
TBA
2376
Tower Bridge Advisors
Pennsylvania
$248K -$116K -333 -32%
LFG
2377
Larson Financial Group
Missouri
$247K +$192K +551 +344%
SIC
2378
Sigma Investment Counselors
Michigan
$247K +$247K +710 New
BI
2379
Ballast Inc
Kentucky
$245K -$13.9K -40 -5%
CSC
2380
Caldwell Sutter Capital
California
$245K +$245K +705 New
RTC
2381
Riverview Trust Company
Washington
$245K -$27.4K -79 -10%
CYG
2382
Clean Yield Group
Vermont
$244K -$5.91K -17 -2%
MCI
2383
MRP Capital Investments
Georgia
$243K +$243K +700 New
PWA
2384
Phoenix Wealth Advisors
North Carolina
$243K +$243K +700 New
MSR
2385
Main Street Research
Connecticut
$243K -$96K -276 -28%
ONSWM
2386
Old North State Wealth Management
North Carolina
$243K +$243K +697 New
RGC
2387
Roberts, Glore & Co
Illinois
$243K +$243K +698 New
AIA
2388
Alera Investment Advisors
Illinois
$242K -$9.39K -27 -4%
CF
2389
Cantor Fitzgerald
New York
$242K -$892K -2,563 -79%
SAF
2390
Smith Anglin Financial
Texas
$242K +$242K +696 New
TVWM
2391
Tower View Wealth Management
Wisconsin
$241K -$347 -1 -0.1%
LRIA
2392
Leonard Rickey Investment Advisors
Washington
$240K -$9.04K -26 -4%
HIM
2393
Hillsdale Investment Management
Ontario, Canada
$240K +$26.1K +75 +12%
TCG
2394
Tremblant Capital Group
Florida
$240K +$240K +691 New
VRM
2395
Vectors Research Management
New York
$240K +$240K +689 New
WWM
2396
Wagner Wealth Management
South Carolina
$240K +$22.6K +65 +10%
HC
2397
HNP Capital
New York
$240K +$240K +689 New
HWA
2398
HHM Wealth Advisors
Tennessee
$239K -$24.3K -70 -9%
CWA
2399
CM Wealth Advisors
Ohio
$239K +$239K +688 New
MG
2400
Meritage Group
California
$239K +$239K +686 New
94 95
96
97 98