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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 %
RWA
1026
River Wealth Advisors
Pennsylvania
$2.62M +$317K +3,010 +14%
BIM
1027
Beach Investment Management
Pennsylvania
$2.61M -$123K -1,170 -5%
NAM
1028
NTV Asset Management
West Virginia
$2.6M -$126K -1,200 -5%
ICRM
1029
Insight Capital Research & Management
California
$2.59M -$56.8K -540 -2%
IMOV
1030
Investment Management of Virginia
Virginia
$2.58M -$20.7K -197 -0.8%
SAM
1031
Security Asset Management
New York
$2.57M -$258K -2,453 -9%
CA
1032
Cetera Advisors
Colorado
$2.55M -$280K -2,653 -10%
SLF
1033
Sun Life Financial
Ontario, Canada
$2.54M -$160K -1,526 -6%
SACTSONJ
1034
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.53M -$632K -6,000 -20%
SNT
1035
Security National Trust
West Virginia
$2.52M -$30.4K -289 -1%
FA
1036
FMA Advisory
Pennsylvania
$2.51M -$88.1K -837 -3%
FMTCOCP
1037
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.51M +$39.5K +375 +2%
APP
1038
Avantax Planning Partners
Iowa
$2.51M +$226K +2,151 +10%
CWM
1039
Concentric Wealth Management
California
$2.5M +$14.4K +137 +0.6%
OMCS
1040
Old Mutual Customised Solutions
South Africa
$2.5M – – –
LOAMS
1041
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.49M -$105K -1,000 -4%
SCM
1042
Shelton Capital Management
Colorado
$2.48M +$93.7K +890 +4%
HCA
1043
Harbour Capital Advisors
Virginia
$2.48M +$681K +6,475 +38%
TSWM
1044
Triangle Securities Wealth Management
North Carolina
$2.47M -$17.9K -170 -0.7%
Alyeska Investment Group
1045
Alyeska Investment Group
Illinois
$2.47M -$409K -3,890 -14%
CB
1046
Chemical Bank
Michigan
$2.46M -$658K -6,252 -21%
RIA
1047
Regal Investment Advisors
Michigan
$2.46M -$424K -4,030 -15%
ISL
1048
Ingalls & Snyder LLC
New York
$2.46M +$19.1K +181 +0.8%
ECM
1049
ETrade Capital Management
Virginia
$2.45M +$20.3K +193 +0.8%
MPA
1050
Marvin & Palmer Associates
Delaware
$2.45M -$1.91M -18,104 -44%
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