Mastercard
2,785 hedge funds and large institutions have $283B invested in Mastercard in 2023 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 1,027 increasing their positions, 1,158 reducing their positions, and 105 closing their positions.
74% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 105
7% more capital invested
Capital invested by funds: $263B → $283B (+$19.2B)
2% more funds holding
Funds holding: 2,733 → 2,785 (+52)
3% more call options, than puts
Call options by funds: $2.96B | Put options by funds: $2.86B
0.54% less ownership
Funds ownership: 77.01% → 76.47% (-0.54%)
2% less funds holding in top 10
Funds holding in top 10: 322 → 314 (-8)
11% less repeat investments, than reductions
Existing positions increased: 1,027 | Existing positions reduced: 1,158
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$905M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$712M |
| 3 |
Barclays
London,
United Kingdom
|
+$641M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$466M |
| 5 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$406M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.27B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.19B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$837M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$800M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$540M |
MA Hedge Fund Activity: Q2 2023 in Review
2,785 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q2 2023, worth a combined $283B — up 7.3% from $263B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new MA positions and 105 closed out — a net gain of 78 holders — while 1,027 added to existing stakes and 1,158 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $905M. The largest seller was Envestnet Asset Management, cutting an estimated $1.27B.
- 2,785 institutional investors held Mastercard (MA) as of Q2 2023, up from 2,733 in Q1 2023.
- Funds reported $283B of Mastercard stock for Q2 2023, up 7.3% quarter-over-quarter.
- 183 funds opened new Mastercard positions in Q2 2023 and 105 closed out, a net change of +78 holders.
- The largest Mastercard buyer in Q2 2023 was JP Morgan Chase, an estimated $905M added.
- The largest Mastercard seller in Q2 2023 was Envestnet Asset Management, an estimated $1.27B sold.
Based on aggregated 13F filings for Q2 2023.