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Visa
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Overview Fund Activity

2,284 hedge funds and large institutions have $213B invested in Visa in 2018 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 865 increasing their positions, 891 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,284
Holders Change
+143
Holders Change %
+6.68%
% of All Funds
50.97%
Holding in Top 10
483
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.99%
% of All Funds
10.78%
New
287
Increased
865
Reduced
891
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$476M
3
Capital International Investors
Capital International Investors
California
+$294M
4
MSE
MUFG Securities EMEA
United Kingdom
+$277M
5
Renaissance Technologies
Renaissance Technologies
New York
+$220M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$541M
2
Citadel Advisors
Citadel Advisors
Florida
-$406M
3
JSP
Jackson Square Partners
California
-$346M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$306M
5
Deutsche Bank
Deutsche Bank
Germany
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1226
Avior Wealth Management
Nebraska
$2.51M +$481K +3,643 +24%
TLP
1227
Trinity Legacy Partners
Texas
$2.5M +$2.5M +18,930 New
BRC
1228
Bell Rock Capital
Delaware
$2.49M +$18.7K +142 +0.8%
ACM
1229
Aubrey Capital Management
United Kingdom
$2.49M +$2.49M +18,850 New
RFA
1230
Reilly Financial Advisors
California
$2.48M +$94.3K +715 +4%
PBT
1231
Pictet Bank & Trust
Bahamas
$2.48M -$4.27M -32,380 -63%
ACM
1232
Alpha Capital Management
Texas
$2.48M +$255K +1,931 +11%
DPIM
1233
Duff & Phelps Investment Management
Illinois
$2.47M – – –
LAIC
1234
Lederer & Associates Investment Counsel
California
$2.47M +$29K +220 +1%
GIM
1235
Guardian Investment Management
California
$2.45M +$82.4K +1,466 +3%
MWM
1236
Meridian Wealth Management
Kentucky
$2.45M +$344K +2,604 +16%
AIM
1237
Allen Investment Management
New York
$2.45M +$230K +1,743 +10%
PLFAM
1238
Pineno Levin & Ford Asset Management
Virginia
$2.45M – – –
SOAMC
1239
Spirit of America Management Corp
New York
$2.44M – – –
BIM
1240
Baldwin Investment Management
Pennsylvania
$2.44M -$125K -950 -5%
TPA
1241
Trivium Point Advisory
Connecticut
$2.44M +$2.44M +18,462 New
AA
1242
Altman Advisors
Illinois
$2.43M +$11.2K +85 +0.5%
CCA
1243
Checchi Capital Advisers
California
$2.43M -$445K -3,374 -15%
KA
1244
Kintegral Advisory
New York
$2.42M +$2.42M +18,354 New
BCI
1245
Brinker Capital Investments
Pennsylvania
$2.42M -$140K -1,062 -5%
MM
1246
Meridian Management
Arkansas
$2.42M +$5.28K +40 +0.2%
FFA
1247
Fragasso Financial Advisors
Pennsylvania
$2.41M +$177K +1,338 +8%
CPA
1248
Clear Perspective Advisors
Illinois
$2.4M +$6.6K +50 +0.3%
DP
1249
Dearborn Partners
Illinois
$2.4M +$768K +5,823 +47%
PI
1250
PEAK6 Investments
Illinois
$2.39M +$2.39M +18,148 New
48 49
50
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