V icon

Visa
V

Overview Fund Activity

2,626 hedge funds and large institutions have $258B invested in Visa in 2020 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 1,123 increasing their positions, 1,131 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,626
Holders Change
-32
Holders Change %
-1.2%
% of All Funds
58.01%
Holding in Top 10
614
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+8.29%
% of All Funds
13.56%
New
168
Increased
1,123
Reduced
1,131
Closed
163
Calls
$3.41B
Puts
$3.72B
Net Calls
-$313M
Net Calls Change
+$709M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$995M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$639M
3
LPC
Lone Pine Capital
Connecticut
+$537M
4
Victory Capital Management
Victory Capital Management
Texas
+$314M
5
Bank of America
Bank of America
North Carolina
+$255M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.02B
2
JFA
Johanson Financial Advisors
California
-$831M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$637M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$585M
5
Brown Advisory
Brown Advisory
Maryland
-$520M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1476
Clearstead Advisors
Ohio
$2.1M -$210K -1,302 -9%
BJL
1477
Brighton Jones LLC
Washington
$2.1M -$161K -1,002 -7%
TWM
1478
Tolleson Wealth Management
Texas
$2.1M -$6.61K -41 -0.3%
Jacobs Levy Equity Management
1479
Jacobs Levy Equity Management
New Jersey
$2.09M +$617K +3,833 +42%
GBT
1480
Grove Bank & Trust
Florida
$2.09M +$127K +791 +6%
OAM
1481
Oak Asset Management
California
$2.07M +$202K +1,254 +11%
Tudor Investment Corp
1482
Tudor Investment Corp
Connecticut
$2.07M +$2.07M +12,820 New
ACM
1483
Ativo Capital Management
Illinois
$2.06M +$359K +2,228 +21%
GEA
1484
Glen Eagle Advisors
New Jersey
$2.06M -$451K -2,798 -18%
SIM
1485
Sonora Investment Management
Arizona
$2.06M +$358K +2,224 +21%
QI
1486
Qtron Investments
Massachusetts
$2.04M +$274K +1,700 +15%
SW
1487
StrongBox Wealth
Missouri
$2.04M +$2.04M +12,675 New
GTAM
1488
Global Trust Asset Management
Florida
$2.03M -$563K -3,400 -22%
SC
1489
Savant Capital
Illinois
$2.02M +$65.1K +404 +3%
SCA
1490
Strategic Capital Advisers
Colorado
$2.02M +$5.16K +32 +0.3%
EI
1491
Ethic Inc
New York
$2.02M +$295K +1,828 +17%
IA
1492
IndexIQ Advisors
New York
$2.02M +$1.92M +11,920 +1,997%
IUHSA
1493
Itau Unibanco Holding S.A.
Brazil
$2.02M -$1.2M -7,445 -37%
BS
1494
Bessemer Securities
New York
$2.01M – – –
FAM
1495
Foothills Asset Management
Arizona
$2M -$646K -4,008 -24%
RCA
1496
Rowland Carmichael Advisors
Arizona
$2M -$141K -876 -7%
LSAG
1497
Lake Street Advisors Group
New Hampshire
$2M +$349K +2,165 +21%
CFA
1498
Carroll Financial Associates
North Carolina
$2M +$911K +5,654 +84%
IP
1499
Investment Partners
Ohio
$1.99M -$25.3K -157 -1%
SFG
1500
SevenBridge Financial Group
Pennsylvania
$1.99M +$97.3K +604 +5%
58 59
60
61 62