V icon

Visa
V

Overview Fund Activity

2,352 hedge funds and large institutions have $256B invested in Visa in 2019 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 969 increasing their positions, 945 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,352
Holders Change
+68
Holders Change %
+2.98%
% of All Funds
50.99%
Holding in Top 10
525
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+8.7%
% of All Funds
11.38%
New
174
Increased
969
Reduced
945
Closed
81
Calls
$2.27B
Puts
$1.96B
Net Calls
+$303M
Net Calls Change
-$363M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.75B
2
Capital World Investors
Capital World Investors
California
+$715M
3
Capital International Investors
Capital International Investors
California
+$569M
4
CWM
CIBC World Markets
New York
+$401M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$401M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$492M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$460M
4
Asset Management One
Asset Management One
Japan
-$316M
5
CC
Cornerstone Capital
California
-$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
676
Montag & Associates
Georgia
$13.7M -$828K -5,301 -6%
DY
677
Dowling & Yahnke
California
$13.7M -$584K -3,740 -4%
RCYC
678
Richard C. Young & Co
Rhode Island
$13.6M +$265K +1,696 +2%
BWFA
679
Baltimore-Washington Financial Advisors
Maryland
$13.6M -$228K -1,459 -2%
BOTW
680
Bank of the West
California
$13.6M -$13.8M -88,658 -50%
CWM
681
Catamount Wealth Management
Connecticut
$13.6M +$571K +3,657 +4%
ERIM
682
Eagle Ridge Investment Management
Connecticut
$13.6M -$142K -911 -1%
MNBTD
683
Moody National Bank Trust Division
Texas
$13.5M +$452K +2,894 +3%
EDRH
684
Edmond de Rothschild Holding
Switzerland
$13.5M -$7.48M -47,900 -36%
TCM
685
TimesSquare Capital Management
New York
$13.4M -$977K -6,255 -7%
Wealthfront Advisers
686
Wealthfront Advisers
California
$13.4M -$97.5K -624 -0.7%
MME
687
Meag Munich Ergo
Germany
$13.3M +$11M +70,926 +474%
SGAM
688
Smith Group Asset Management
Texas
$13.3M -$14.1K -90 -0.1%
FIM
689
Foresters Investment Management
New York
$13.2M -$3.9M -25,000 -23%
AF
690
Arrow Financial
New York
$13.2M -$50.8K -325 -0.4%
BCAM
691
Boston Common Asset Management
Massachusetts
$13.2M -$418K -2,675 -3%
HIC
692
Hartline Investment Corp
Illinois
$13.1M +$121K +775 +0.9%
JMFC
693
J.M. Forbes & Co
Massachusetts
$13M -$2.22M -14,227 -15%
PFMOSF
694
Philadelphia Financial Management of San Francisco
California
$13M +$13M +83,041 New
RIG
695
Roosevelt Investment Group
New York
$12.9M -$799K -5,118 -6%
WAM
696
Wallington Asset Management
Indiana
$12.7M +$738K +4,723 +6%
BONST
697
Bank of Nova Scotia Trust
Ontario, Canada
$12.7M -$650K -4,160 -5%
KCP
698
KDI Capital Partners
North Carolina
$12.6M -$1.68M -10,752 -12%
MFBTD
699
MB Financial Bank - Trust Department
Illinois
$12.5M -$1.57M -10,059 -11%
HC
700
Hendley & Co
Ohio
$12.5M +$103K +658 +0.8%
26 27
28
29 30