Mastercard
2,708 hedge funds and large institutions have $252B invested in Mastercard in 2022 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 939 increasing their positions, 1,111 reducing their positions, and 110 closing their positions.
193% more first-time investments, than exits
New positions opened: 322 | Existing positions closed: 110
35% more funds holding in top 10
Funds holding in top 10: 263 → 354 (+91)
6% more funds holding
Funds holding: 2,551 → 2,708 (+157)
8% more capital inflows, than outflows
Capital inflows: $8.07B | Capital outflows: $7.46B
8% more call options, than puts
Call options by funds: $3.62B | Put options by funds: $3.35B
0.1% less ownership
Funds ownership: 76.15% → 76.05% (-0.1%)
15% less repeat investments, than reductions
Existing positions increased: 939 | Existing positions reduced: 1,111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$785M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$740M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$343M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$337M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$325M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Magellan Asset Management
Sydney,
Australia
|
-$397M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
-$284M |
| 3 |
Vontobel Asset Management
New York
|
-$253M |
| 4 |
Janus Henderson Group
London,
|
-$219M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$213M |
MA Hedge Fund Activity: Q4 2022 in Review
2,708 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q4 2022, worth a combined $252B — up 21% from $208B a quarter earlier.
Buyers outnumbered sellers: 322 funds opened new MA positions and 110 closed out — a net gain of 212 holders — while 939 added to existing stakes and 1,111 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $785M. The largest seller was Magellan Asset Management, cutting an estimated $397M.
- 2,708 institutional investors held Mastercard (MA) as of Q4 2022, up from 2,551 in Q3 2022.
- Funds reported $252B of Mastercard stock for Q4 2022, up 21% quarter-over-quarter.
- 322 funds opened new Mastercard positions in Q4 2022 and 110 closed out, a net change of +212 holders.
- The largest Mastercard buyer in Q4 2022 was Morgan Stanley, an estimated $785M added.
- The largest Mastercard seller in Q4 2022 was Magellan Asset Management, an estimated $397M sold.
Based on aggregated 13F filings for Q4 2022.