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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 %
GCM
1101
Glynn Capital Management
California
$2.11M – – –
CS
1102
Comerica Securities
Michigan
$2.1M +$155K +1,470 +8%
LCM
1103
Logan Capital Management
Pennsylvania
$2.1M +$121K +1,150 +6%
QSS
1104
Quantitative Systematic Strategies
Florida
$2.08M -$70.7K -672 -3%
RFA
1105
Reilly Financial Advisors
California
$2.07M +$23.9K +227 +1%
SCM
1106
Schnieders Capital Management
California
$2.07M +$4.95K +47 +0.2%
CWM
1107
CMH Wealth Management
New Hampshire
$2.06M +$7.38K +70 +0.4%
WA
1108
Waverly Advisors
Alabama
$2.06M -$94.5K -898 -4%
AA
1109
Ancora Advisors
Ohio
$2.04M +$27.2K +258 +1%
CAS
1110
Cue Advisory Services
Arizona
$2.02M -$29.7K -282 -1%
AT
1111
Arden Trust
Delaware
$2.02M -$124K -1,178 -6%
SOAMC
1112
Spirit of America Management Corp
New York
$2.02M -$73.7K -700 -4%
WKWM
1113
Walter & Keenan Wealth Management
Indiana
$2.02M +$26.3K +250 +1%
PAAMCP
1114
Pacific Alternative Asset Management Company (PAAMCO)
California
$1.98M -$1.94M -18,443 -49%
PFS
1115
Physicians Financial Services
North Carolina
$1.98M -$21.1K -200 -1%
CPA
1116
Clear Perspective Advisors
Illinois
$1.98M -$121K -1,148 -6%
Squarepoint
1117
Squarepoint
New York
$1.97M +$1.64M +15,575 +499%
AWP
1118
Ascent Wealth Partners
New York
$1.96M -$635K -6,030 -24%
NEI
1119
Northwest & Ethical Investments
Ontario, Canada
$1.95M +$69K +656 +4%
GWM
1120
Geneos Wealth Management
Colorado
$1.95M +$164K +1,557 +9%
CIM
1121
CIM Investment Management
Pennsylvania
$1.95M -$95.3K -905 -5%
RG
1122
Rikoon Group
New Mexico
$1.94M +$1.11M +10,560 +134%
TSW
1123
Thompson Siegel & Walmsley
Virginia
$1.93M +$358K +3,400 +23%
WFG
1124
Wills Financial Group
Virginia
$1.93M -$126K -1,200 -6%
PP
1125
Pegasus Partners
Wisconsin
$1.92M +$12.9K +123 +0.7%
43 44
45
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