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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 %
SPC
1076
Sigma Planning Corp
Michigan
$2.31M +$117K +1,115 +5%
RMCM
1077
Reynders McVeigh Capital Management
Massachusetts
$2.31M +$53.7K +510 +2%
LWM
1078
Lyell Wealth Management
California
$2.28M +$951K +9,035 +71%
BCFS
1079
Butensky & Cohen Financial Security
Florida
$2.28M -$99.1K -942 -4%
FWIA
1080
Fort Washington Investment Advisors
Ohio
$2.28M +$968K +9,200 +74%
I
1081
IberiaBank
Louisiana
$2.28M +$163K +1,553 +8%
BIM
1082
Baldwin Investment Management
Pennsylvania
$2.27M -$13.2K -125 -0.6%
BRC
1083
Bell Rock Capital
Delaware
$2.27M -$97.9K -928 -4%
BGC
1084
Blue Granite Capital
South Carolina
$2.23M -$1.36M -12,935 -38%
LOAME
1085
Lombard Odier Asset Management (Europe)
United Kingdom
$2.2M – – –
CA
1086
Corrado Advisors
New Jersey
$2.2M +$2.21K +21 +0.1%
CICI
1087
Capital Investment Counsel Inc
North Carolina
$2.18M -$131K -1,248 -6%
DPIM
1088
Duff & Phelps Investment Management
Illinois
$2.18M -$43.1K -410 -2%
DDC
1089
Daniel Devine & Co
Florida
$2.16M -$63.1K -600 -3%
CIA
1090
Capital Investment Advisors
Georgia
$2.15M -$28.6K -272 -1%
EWM
1091
Endurance Wealth Management
Rhode Island
$2.15M +$4.42K +42 +0.2%
RWA
1092
Ropes Wealth Advisors
Massachusetts
$2.14M +$105K +1,000 +5%
BSB
1093
Bangor Savings Bank
Maine
$2.14M -$336K -3,196 -14%
CCM
1094
Catawba Capital Management
Virginia
$2.14M +$455K +4,320 +27%
CA
1095
Cornerstone Advisory
Maryland
$2.13M +$38.9K +370 +2%
SSA
1096
Schonfeld Strategic Advisors
New York
$2.13M -$697K -6,622 -25%
BHWM
1097
Bar Harbor Wealth Management
New Hampshire
$2.12M +$8.32K +79 +0.4%
FIM
1098
Freedom Investment Management
Connecticut
$2.12M +$85.8K +815 +4%
HSA
1099
HBK Sorce Advisory
Pennsylvania
$2.11M +$180K +1,708 +9%
RCIM
1100
Russell Clark Investment Management
United Kingdom
$2.11M – – –
42 43
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