MA icon

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 %
CWM
2451
Castle Wealth Management
Florida
$213K -$39.3K -113 -16%
H
2452
HoyleCohen
California
$213K +$213K +612 New
KPWG
2453
KFA Private Wealth Group
Virginia
$212K +$212K +611 New
SP
2454
Successful Portfolios
Florida
$212K -$107K -308 -34%
JCM
2455
Janney Capital Management
Pennsylvania
$212K +$212K +609 New
WB
2456
West Bancorporation
Iowa
$212K -$12.9K -37 -6%
DWM
2457
Darwin Wealth Management
Florida
$211K +$211K +563 New
EPA
2458
Element Pointe Advisors
Florida
$211K -$192K -552 -48%
CBA
2459
Coastal Bridge Advisors
Connecticut
$211K +$211K +608 New
UW
2460
Unique Wealth
Florida
$211K +$211K +607 New
LPAM
2461
Lodestar Private Asset Management
California
$211K +$211K +606 New
CT
2462
Colonial Trust
South Carolina
$210K – – –
FZCM
2463
Flynn Zito Capital Management
New York
$210K +$210K +603 New
FFW
2464
Fusion Family Wealth
New York
$209K +$209K +602 New
RDIA
2465
RE Dickinson Investment Advisors
Iowa
$209K – – –
BWM
2466
Baron Wealth Management
Michigan
$209K +$209K +601 New
AAM
2467
American Asset Management
Florida
$209K +$209K +600 New
TBC
2468
Ted Buchan & Co
California
$208K +$208K +597 New
SIAG
2469
Safeguard Investment Advisory Group
California
$207K +$207K +596 New
BC
2470
Barrett & Company
Rhode Island
$207K – – –
MKA
2471
M. Kulyk & Associates
Georgia
$205K +$205K +589 New
CCB
2472
Cutter & Co Brokerage
Missouri
$204K +$204K +587 New
FA
2473
Fountainhead AM
New Jersey
$204K +$204K +586 New
PWAG
2474
Polaris Wealth Advisory Group
California
$203K +$203K +537 New
GSIS
2475
Global Strategic Investment Solutions
Arizona
$203K +$203K +584 New
97 98
99
100 101