V icon

Visa
V

Overview Fund Activity

2,284 hedge funds and large institutions have $213B invested in Visa in 2018 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 865 increasing their positions, 891 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,284
Holders Change
+143
Holders Change %
+6.68%
% of All Funds
50.97%
Holding in Top 10
483
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.99%
% of All Funds
10.78%
New
287
Increased
865
Reduced
891
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$476M
3
Capital International Investors
Capital International Investors
California
+$294M
4
MSE
MUFG Securities EMEA
United Kingdom
+$277M
5
Renaissance Technologies
Renaissance Technologies
New York
+$220M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$541M
2
Citadel Advisors
Citadel Advisors
Florida
-$406M
3
JSP
Jackson Square Partners
California
-$346M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$306M
5
Deutsche Bank
Deutsche Bank
Germany
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
626
Independent Advisor Alliance
North Carolina
$13.3M +$369K +2,794 +3%
SC
627
Shellback Capital
Massachusetts
$13.3M +$13.3M +100,735 New
CTA
628
Carillon Tower Advisers
Florida
$13.3M +$13.3M +100,700 New
PP
629
Paloma Partners
Connecticut
$13.2M +$12.5M +94,883 +1,721%
AIM
630
Alphinity Investment Management
Australia
$13.2M +$13.2M +100,095 New
TA
631
TRB Advisors
New York
$13.2M -$29.7M -225,000 -69%
AFG
632
Albion Financial Group
Utah
$13.1M +$145K +1,099 +1%
MCM
633
MAI Capital Management
Ohio
$13.1M +$177K +1,341 +1%
Cerity Partners
634
Cerity Partners
New York
$13M +$1.48M +11,183 +13%
TNB
635
Thomasville National Bank
Georgia
$12.9M -$194K -1,474 -1%
LOAME
636
Lombard Odier Asset Management (Europe)
United Kingdom
$12.9M -$1.45M -11,000 -10%
DY
637
Dowling & Yahnke
California
$12.9M +$224K +1,580 +2%
SSWM
638
Sheets Smith Wealth Management
North Carolina
$12.9M +$44.7K +339 +0.3%
JMFC
639
J.M. Forbes & Co
Massachusetts
$12.9M -$93.9K -712 -0.7%
NWM
640
Nicola Wealth Management
British Columbia, Canada
$12.9M – – –
YIA
641
YHB Investment Advisors
Connecticut
$12.8M +$956K +7,249 +8%
MLL
642
Moody Lynn & Lieberson
Massachusetts
$12.7M -$414K -3,136 -3%
KWMG
643
King Wealth Management Group
Florida
$12.7M -$602K -4,559 -5%
Canada Pension Plan Investment Board
644
Canada Pension Plan Investment Board
Ontario, Canada
$12.7M +$2.99M +22,600 +31%
COPPSERS
645
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.6M -$6.59M -49,929 -34%
BFO
646
Boston Family Office
Massachusetts
$12.6M +$1.69M +12,831 +15%
RC
647
RBF Capital
California
$12.5M – – –
CBOA
648
Commonwealth Bank of Australia
Australia
$12.5M +$803K +6,088 +7%
SC
649
Skylands Capital
Wisconsin
$12.4M -$567K -4,300 -4%
KIA
650
KCM Investment Advisors
California
$12.4M +$1.32M +9,973 +12%
24 25
26
27 28