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Visa
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Overview Fund Activity

1,825 hedge funds and large institutions have $180B invested in Visa in 2017 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 706 increasing their positions, 772 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,825
Holders Change
+57
Holders Change %
+3.22%
% of All Funds
45.57%
Holding in Top 10
302
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+8.24%
% of All Funds
7.54%
New
131
Increased
706
Reduced
772
Closed
58
Calls
$3.92B
Puts
$1.37B
Net Calls
+$2.56B
Net Calls Change
+$101M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$456M
2
BlackRock
BlackRock
New York
+$274M
3
GIM
Generation Investment Management
United Kingdom
+$252M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$248M
5
MC
Maverick Capital
Texas
+$237M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$569M
2
Morgan Stanley
Morgan Stanley
New York
-$521M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$360M
4
Sands Capital Management
Sands Capital Management
Virginia
-$314M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$293M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCT
801
Family Capital Trust
Massachusetts
$5.79M -$22.3K -212 -0.4%
HHMI
802
Howard Hughes Medical Institute
Maryland
$5.79M -$10.5M -99,813 -64%
CMI
803
Cider Mill Investments
Connecticut
$5.79M -$410K -3,900 -7%
BPCM
804
Beach Point Capital Management
California
$5.74M +$5.74M +54,500 New
HFS
805
HL Financial Services
Kentucky
$5.72M +$174K +1,656 +3%
FPTW
806
Franklin, Parlapiano, Turner & Welch
Texas
$5.69M +$169K +1,604 +3%
IWA
807
IBEX Wealth Advisors
New Jersey
$5.69M -$61.3K -573 -1%
SBL
808
Sargent Bickham Lagudis
Colorado
$5.65M -$284K -2,701 -5%
RHFI
809
Reilly Herbert Faulkner III
$5.6M +$28.1K +267 +0.5%
BOH
810
Bank of Hawaii
Hawaii
$5.59M +$29.9K +284 +0.5%
SFM
811
Sphera Funds Management
Israel
$5.57M – – –
PWM
812
Perigon Wealth Management
California
$5.57M -$717K -6,817 -11%
PA
813
Profund Advisors
Maryland
$5.57M -$43.7K -415 -0.8%
CCM
814
Crossvault Capital Management
Texas
$5.54M +$937K +8,900 +20%
SCI
815
Stableford Capital II
Arizona
$5.5M +$157K +1,496 +3%
FNT
816
First National Trust
Pennsylvania
$5.5M -$18.5K -176 -0.3%
PBT
817
Pictet Bank & Trust
Bahamas
$5.49M +$3.47M +33,020 +172%
II
818
IFM Investors
Australia
$5.44M +$111K +1,056 +2%
BRWA
819
B. Riley Wealth Advisors
Florida
$5.41M +$2.82M +28,235 +109%
BBA
820
BLB&B Advisors
Pennsylvania
$5.41M -$50K -475 -0.9%
MIM
821
Midwest Investment Management
Ohio
$5.35M -$147K -1,400 -3%
IAA
822
Independent Advisor Alliance
North Carolina
$5.35M +$731K +6,827 +16%
DT
823
Diversified Trust
Tennessee
$5.35M -$1.15M -10,930 -18%
MGIA
824
Matthew Goff Investment Advisor
Texas
$5.34M +$567K +5,385 +12%
IRF
825
IBM Retirement Fund
New York
$5.31M +$71.6K +618 +1%
31 32
33
34 35