Mastercard
2,732 hedge funds and large institutions have $263B invested in Mastercard in 2023 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 1,007 increasing their positions, 1,148 reducing their positions, and 93 closing their positions.
88% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 93
15% more call options, than puts
Call options by funds: $3.45B | Put options by funds: $3B
4% more capital invested
Capital invested by funds: $252B → $263B (+$11.3B)
0.96% more ownership
Funds ownership: 76.05% → 77.01% (+0.96%)
1% more funds holding
Funds holding: 2,708 → 2,732 (+24)
9% less funds holding in top 10
Funds holding in top 10: 354 → 322 (-32)
12% less repeat investments, than reductions
Existing positions increased: 1,007 | Existing positions reduced: 1,148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.23B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$787M |
| 3 |
JP Morgan Chase
New York
|
+$506M |
| 4 |
State Street
Boston,
Massachusetts
|
+$473M |
| 5 |
Morgan Stanley
New York
|
+$386M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$583M |
| 2 |
Flossbach Von Storch
Cologne,
Germany
|
-$493M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$364M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$336M |
| 5 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$333M |
MA Hedge Fund Activity: Q1 2023 in Review
2,732 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q1 2023, worth a combined $263B — up 4.5% from $252B a quarter earlier.
Buyers outnumbered sellers: 175 funds opened new MA positions and 93 closed out — a net gain of 82 holders — while 1,007 added to existing stakes and 1,148 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.23B. The largest seller was Wellington Management Group, cutting an estimated $583M.
- 2,732 institutional investors held Mastercard (MA) as of Q1 2023, up from 2,708 in Q4 2022.
- Funds reported $263B of Mastercard stock for Q1 2023, up 4.5% quarter-over-quarter.
- 175 funds opened new Mastercard positions in Q1 2023 and 93 closed out, a net change of +82 holders.
- The largest Mastercard buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.23B added.
- The largest Mastercard seller in Q1 2023 was Wellington Management Group, an estimated $583M sold.
Based on aggregated 13F filings for Q1 2023.