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Mastercard
MA

Overview Fund Activity

2,629 hedge funds and large institutions have $263B invested in Mastercard in 2021 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 1,114 increasing their positions, 819 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,629
Holders Change
+195
Holders Change %
+8.01%
% of All Funds
40.6%
Holding in Top 10
244
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.09%
% of All Funds
3.77%
New
365
Increased
1,114
Reduced
819
Closed
134
Calls
$4.1B
Puts
$4.48B
Net Calls
-$383M
Net Calls Change
-$284M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$1.73B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.15B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$800M
4
State Street
State Street
Massachusetts
+$543M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$491M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.14B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
3
MCM
Melvin Capital Management
New York
-$695M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$525M
5
Wells Fargo
Wells Fargo
California
-$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
2401
IFG Advisory
Georgia
$210K -$5.73K -16 -3%
CPIA
2402
Cornell Pochily Investment Advisors
New York
$210K – – –
PWP
2403
Perfromance Wealth Partners
Illinois
$210K +$210K +584 New
CA
2404
Crewe Advisors
Utah
$209K -$5.04K -14 -2%
OBWG
2405
Onyx Bridge Wealth Group
New York
$209K +$209K +564 New
PWA
2406
Peterson Wealth Advisors
Utah
$209K +$209K +581 New
HCM
2407
Highview Capital Management
Illinois
$209K +$209K +581 New
KFP
2408
KB Financial Partners
New Jersey
$208K -$228K -636 -52%
SHGA
2409
Sand Hill Global Advisors
California
$208K +$208K +579 New
CCP
2410
Carmel Capital Partners
California
$208K +$208K +579 New
DCM
2411
Deuterium Capital Management
Florida
$208K +$208K +580 New
KPWG
2412
KFA Private Wealth Group
Virginia
$207K -$9.34K -26 -4%
LB
2413
Legacy Bridge
Iowa
$207K – – –
RFM
2414
Royal Fund Management
Florida
$207K – – –
VDI
2415
Vaughan David Investments
Illinois
$207K +$207K +575 New
ETIA
2416
Epic Trust Investment Advisors
Washington
$207K +$207K +576 New
NFG
2417
Nadler Financial Group
Illinois
$207K +$207K +576 New
FA
2418
Fountainhead AM
New Jersey
$206K -$12.9K -36 -6%
FAP
2419
Financial Advisory Partners
Florida
$205K +$205K +571 New
BHBT
2420
Burke & Herbert Bank & Trust
Virginia
$204K +$204K +568 New
BWA
2421
Brave Warrior Advisors
New York
$204K +$204K +569 New
WE
2422
Wealth Effects
Massachusetts
$204K +$204K +569 New
MVA
2423
Mount Vernon Associates
Maryland
$203K -$41.3K -115 -17%
MA
2424
MONECO Advisors
Connecticut
$203K +$203K +520 New
W
2425
Wealthquest
Ohio
$201K -$7.15K -20 -3%
95 96
97
98 99