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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 %
EWM
1501
Empirical Wealth Management
Washington
$1.22M +$946K +7,169 +346%
LPIC
1502
LeJeune Puetz Investment Counsel
Michigan
$1.22M -$31.7K -240 -3%
MIC
1503
Means Investment Company
Maine
$1.22M +$1.22M +9,212 New
IIM
1504
Intact Investment Management
Quebec, Canada
$1.21M – – –
ACPU
1505
Arrowgrass Capital Partners (US)
Delaware
$1.21M -$4.01M -30,377 -77%
SP
1506
Symmetry Partners
Connecticut
$1.21M +$1.21M +9,169 New
FNBOH
1507
First National Bank of Hutchinson
Kansas
$1.21M -$2.77K -21 -0.2%
BA
1508
Birinyi Associates
Connecticut
$1.21M +$33K +250 +3%
PMFA
1509
Plante Moran Financial Advisors
Michigan
$1.2M +$231K +1,750 +24%
AIM
1510
Aspen Investment Management
Michigan
$1.2M – – –
TFS
1511
TrustCore Financial Services
Tennessee
$1.2M -$18.7K -142 -2%
WPW
1512
Waldron Private Wealth
Pennsylvania
$1.19M +$175K +1,325 +17%
DA
1513
Doliver Advisors
Texas
$1.19M +$1.19M +9,001 New
SCM
1514
Suvretta Capital Management
New York
$1.19M +$1.19M +9,000 New
ANRIA
1515
American National Registered Investment Advisor
Texas
$1.19M – – –
GFS
1516
GYL Financial Synergies
Connecticut
$1.18M +$1.18M +8,913 New
LSAG
1517
Lake Street Advisors Group
New Hampshire
$1.17M +$60K +455 +5%
NHC
1518
Nicholas Hoffman & Company
Georgia
$1.16M +$65.8K +499 +6%
KLI
1519
Kelman-Lazarov Inc
Tennessee
$1.15M -$312K -2,369 -21%
MJP
1520
Michael J. Puzo
$1.15M -$105K -800 -8%
BTNA
1521
Bremer Trust National Association
Minnesota
$1.15M -$94.2K -714 -8%
AAM
1522
Ascension Asset Management
New York
$1.15M +$1.15M +8,675 New
FHC
1523
First Heartland Consultants
Missouri
$1.13M -$21.4K -162 -2%
RMC
1524
Resources Management Corp
Connecticut
$1.13M -$251K -1,905 -18%
DBRC
1525
D.B. Root & Company
Pennsylvania
$1.13M +$659 +5 +0.1%
59 60
61
62 63