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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 %
BC
2451
Burleson & Co
California
$159K +$1.43K +4 +0.9%
M
2452
MOTCO
Texas
$159K +$21.1K +59 +15%
NR
2453
Newfound Research
Massachusetts
$157K +$5.74K +16 +4%
GM
2454
GeoWealth Management
Illinois
$155K -$8.23K -23 -5%
CFD
2455
Creative Financial Designs
Indiana
$151K -$1.07K -3 -0.7%
FFA
2456
Freedman Financial Associates
Massachusetts
$151K – – –
CAGAS
2457
Capital Advisory Group Advisory Services
Minnesota
$150K +$150K +420 New
EARNEST Partners
2458
EARNEST Partners
Georgia
$148K – – –
PO
2459
Private Ocean
California
$144K -$6.45K -18 -4%
AWM
2460
Accel Wealth Management
Iowa
$144K – – –
PCFFS
2461
Pacific Center for Financial Services
California
$144K +$357 +1 +0.2%
SMG
2462
Spectrum Management Group
Indiana
$143K – – –
HCM
2463
Highlander Capital Management
New Jersey
$143K – – –
PH
2464
Pinnacle Holdings
Oklahoma
$143K – – –
PWMG
2465
Prestige Wealth Management Group
New Jersey
$141K – – –
COCM
2466
Charter Oak Capital Management
New Hampshire
$140K +$21.4K +60 +18%
GCGDR
2467
Geo Capital Gestora de Recursos
Brazil
$138K – – –
MGIM
2468
M&G Investment Management
United Kingdom
$138K +$15.6K +43,671 +13%
GCM
2469
Gladius Capital Management
Illinois
$134K +$50.7K +141 +61%
ODG
2470
O'Dell Group
Ohio
$133K – – –
CCA
2471
Column Capital Advisors
Indiana
$132K +$1.43K +4 +1%
BCM
2472
Blume Capital Management
California
$130K – – –
EWM
2473
Endurance Wealth Management
Rhode Island
$129K -$8.93K -25 -6%
HDIM
2474
Hanson & Doremus Investment Management
Vermont
$129K +$43.4K +121 +51%
GWMIA
2475
Global Wealth Management Investment Advisory
Florida
$128K -$21.5K -60 -14%
97 98
99
100 101