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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 %
SFG
2426
SNS Financial Group
Minnesota
$225K +$225K +647 New
SAG
2427
SageView Advisory Group
California
$224K +$224K +645 New
IPW
2428
Invictus Private Wealth
Colorado
$223K +$223K +640 New
TA
2429
Townsend & Associates
Colorado
$222K +$222K +600 New
MSE
2430
MUFG Securities EMEA
United Kingdom
$222K -$230K -660 -51%
GAMC
2431
Garner Asset Management Corp
Texas
$222K +$222K +639 New
MWP
2432
Meredith Wealth Planning
Illinois
$221K +$221K +636 New
CWM
2433
Cherrydale Wealth Management
New Jersey
$220K +$220K +633 New
WIC
2434
WealthBridge Investment Counsel
Alberta, Canada
$220K +$220K +632 New
FDS
2435
Freedom Day Solutions
Texas
$219K +$219K +631 New
BFS
2436
Bickling Financial Services
Massachusetts
$218K +$218K +628 New
FFA
2437
Fi3 Financial Advisors
Indiana
$218K +$218K +626 New
KWA
2438
KCS Wealth Advisory
California
$217K -$113K -324 -34%
BDFN
2439
Bond & Devick Financial Network
Minnesota
$217K +$217K +625 New
GHAM
2440
Gilman Hill Asset Management
Connecticut
$217K -$405K -1,166 -65%
PD
2441
Planning Directions
Pennsylvania
$216K +$216K +622 New
BWM
2442
BlackDiamond Wealth Management
New York
$216K +$216K +581 New
CHA
2443
Cooper/Haims Advisors
New York
$215K +$215K +617 New
1WM
2444
1900 Wealth Management
Texas
$215K +$215K +618 New
CICI
2445
Capital Investment Counsel Inc
North Carolina
$214K +$214K +614 New
NFG
2446
Nadler Financial Group
Illinois
$214K +$214K +614 New
XF
2447
XML Financial
Maryland
$213K +$213K +614 New
ZIG
2448
Zullo Investment Group
Pennsylvania
$213K +$348 +1 +0.2%
NG
2449
Northstar Group
New York
$213K +$213K +613 New
PWA
2450
Peterson Wealth Advisors
Utah
$213K +$213K +613 New
96 97
98
99 100