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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 %
SC
2401
Saiph Capital
New Jersey
$238K +$238K +684 New
SWP
2402
Strategic Wealth Partners
Ohio
$238K +$238K +684 New
AFP
2403
Alpha Financial Partners
Kentucky
$238K +$238K +684 New
GWP
2404
Gateway Wealth Partners
Wisconsin
$237K +$237K +682 New
HG
2405
Harbor Group
New Hampshire
$237K +$237K +682 New
WCG
2406
Weaver Consulting Group
California
$237K +$237K +681 New
JWM
2407
Janiczek Wealth Management
Colorado
$236K +$82.1K +216 +53%
BBA
2408
Braun-Bostich & Associates
Pennsylvania
$236K +$236K +678 New
QP
2409
Quilter Plc
United Kingdom
$235K +$235K +677 New
OWA
2410
Octavia Wealth Advisors
Ohio
$235K -$35.8K -103 -13%
WDL
2411
Well Done LLC
Michigan
$234K -$38.2K -110 -14%
CRI
2412
Colonial River Investments
Virginia
$234K +$234K +673 New
CIAS
2413
CFS Investment Advisory Services
New Jersey
$234K -$39.7M -114,484 -99%
ECM
2414
ExodusPoint Capital Management
New York
$234K -$15.8M -45,580 -99%
OA
2415
Operose Advisors
Wisconsin
$234K +$77.2K +222 +49%
TCM
2416
Tandem Capital Management
New Jersey
$233K +$2.09K +6 +0.9%
BDF
2417
Black Diamond Financial
Maryland
$232K +$232K +667 New
HCA
2418
Horan Capital Advisors
Ohio
$232K +$232K +666 New
TFA
2419
Teamwork Financial Advisors
Texas
$231K +$231K +663 New
CA
2420
Callahan Advisors
Texas
$231K -$15.6K -45 -6%
GFPC
2421
Global Financial Private Client
Florida
$229K +$3.83K +11 +2%
GKWIM
2422
Gerber Kawasaki Wealth & Investment Management
California
$229K -$44.5K -128 -16%
IWN
2423
Independent Wealth Network
Iowa
$228K +$228K +657 New
M1FG
2424
Mach-1 Financial Group
Arkansas
$227K – – –
CCM
2425
Carlson Capital Management
Minnesota
$226K +$226K +650 New
95 96
97
98 99