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Visa
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Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
1151
HighPoint Advisor Group
Illinois
$3.12M -$10.1M -71,550 -76%
Squarepoint
1152
Squarepoint
New York
$3.12M -$3.13M -20,826 -50%
LCP
1153
Legacy Capital Partners
Wisconsin
$3.11M -$219K -1,460 -7%
CCT
1154
Capital City Trust
Florida
$3.11M +$183K +1,222 +6%
TSWM
1155
Triangle Securities Wealth Management
North Carolina
$3.11M -$118K -787 -4%
LFAS
1156
Level Four Advisory Services
Texas
$3.1M -$766K -5,101 -20%
SCM
1157
Schnieders Capital Management
California
$3.1M +$5.25K +35 +0.2%
CIP
1158
Convergence Investment Partners
Florida
$3.09M -$2.1M -13,975 -40%
CBU
1159
CIBC Bank USA
Illinois
$3.09M +$45.6K +304 +2%
EWM
1160
Endurance Wealth Management
Rhode Island
$3.06M – – –
DSC
1161
Duncker Streett & Co
Missouri
$3.06M – – –
CA
1162
Corrado Advisors
New Jersey
$3.05M -$30K -200 -1%
UOC
1163
UBS O'Connor
Illinois
$3.05M +$48.3K +322 +2%
CIC
1164
Carnegie Investment Counsel
Ohio
$3.05M -$13.4M -95,857 -82%
HSA
1165
HBK Sorce Advisory
Pennsylvania
$3.04M -$27.3K -182 -0.9%
VWA
1166
V Wealth Advisors
Kansas
$3.04M +$152K +1,012 +5%
RMCM
1167
Reynders McVeigh Capital Management
Massachusetts
$3.04M -$133K -887 -4%
BHWM
1168
Bar Harbor Wealth Management
New Hampshire
$3.03M +$48.6K +324 +2%
APP
1169
Avantax Planning Partners
Iowa
$3.02M -$63.3K -422 -2%
FIM
1170
Fernwood Investment Management
Massachusetts
$3.01M -$26.1K -174 -0.9%
SACTSONJ
1171
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3M -$450K -3,000 -13%
HAI
1172
Hennessy Advisors Inc
California
$3M -$150K -1,000 -5%
RCIM
1173
Russell Clark Investment Management
United Kingdom
$3M – – –
GCM
1174
Glynn Capital Management
California
$3M – – –
GECH
1175
Garnet Equity Capital Holdings
New York
$3M – – –
45 46
47
48 49