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Visa
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Overview Fund Activity

2,032 hedge funds and large institutions have $192B invested in Visa in 2017 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 748 increasing their positions, 769 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,032
Holders Change
+207
Holders Change %
+11.34%
% of All Funds
46.15%
Holding in Top 10
334
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+10.6%
% of All Funds
7.59%
New
287
Increased
748
Reduced
769
Closed
59
Calls
$4.28B
Puts
$2.12B
Net Calls
+$2.15B
Net Calls Change
-$402M

Top Buyers

1
BlackRock
BlackRock
New York
+$340M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$300M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$177M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$134M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$124M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$323M
2
Capital World Investors
Capital World Investors
California
-$312M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$303M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$296M
5
Citadel Advisors
Citadel Advisors
Florida
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
1426
Plante Moran Financial Advisors
Michigan
$990K +$132K +1,159 +15%
NHC
1427
Nicholas Hoffman & Company
Georgia
$985K +$21K +184 +2%
FHC
1428
First Heartland Consultants
Missouri
$985K +$32.6K +286 +3%
RPC
1429
Rossmore Private Capital
Connecticut
$984K +$984K +8,631 New
BA
1430
Birinyi Associates
Connecticut
$981K – – –
TA
1431
Tiedemann Advisors
New York
$977K -$4.37M -38,299 -82%
ACP
1432
Aviance Capital Partners
Florida
$977K -$10K -88 -1%
KWA
1433
KCS Wealth Advisory
California
$965K +$965K +8,461 New
CFA
1434
Cahill Financial Advisors
Minnesota
$963K +$68.5K +600 +8%
PGIM
1435
Pacific Global Investment Management
California
$961K -$15.2K -133 -2%
NB
1436
Northwest Bancshares
Pennsylvania
$961K +$961K +8,430 New
PRHC
1437
P.R. Herzig & Co
New York
$958K – – –
ANB
1438
Amarillo National Bank
Texas
$958K – – –
BCM
1439
Brookstone Capital Management
Illinois
$956K -$60.3K -529 -6%
OAM
1440
Oak Asset Management
California
$952K +$952K +8,352 New
MFW
1441
Meristem Family Wealth
Minnesota
$951K -$28.8K -253 -3%
GI
1442
Gradient Investments
Minnesota
$948K +$134K +1,176 +16%
TFS
1443
TrustCore Financial Services
Tennessee
$947K +$947K +8,304 New
ACH
1444
ArrowMark Colorado Holdings
Colorado
$946K – – –
S
1445
SignatureFD
Georgia
$946K +$145K +1,273 +18%
AIM
1446
Acropolis Investment Management
Missouri
$941K +$357K +3,136 +61%
RCM
1447
Radnor Capital Management
Pennsylvania
$940K – – –
RHAM
1448
Round Hill Asset Management
California
$940K – – –
HR
1449
Howe & Rusling
New York
$934K +$7.41K +65 +0.8%
FCH
1450
Freestone Capital Holdings
Washington
$926K -$236K -2,070 -20%
56 57
58
59 60