V icon

Visa
V

Overview Fund Activity

1,825 hedge funds and large institutions have $180B invested in Visa in 2017 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 706 increasing their positions, 772 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,825
Holders Change
+57
Holders Change %
+3.22%
% of All Funds
45.57%
Holding in Top 10
302
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+8.24%
% of All Funds
7.54%
New
131
Increased
706
Reduced
772
Closed
58
Calls
$3.92B
Puts
$1.37B
Net Calls
+$2.56B
Net Calls Change
+$101M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$456M
2
BlackRock
BlackRock
New York
+$274M
3
GIM
Generation Investment Management
United Kingdom
+$252M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$248M
5
MC
Maverick Capital
Texas
+$237M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$569M
2
Morgan Stanley
Morgan Stanley
New York
-$521M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$360M
4
Sands Capital Management
Sands Capital Management
Virginia
-$314M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$293M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
1601
Gerber Kawasaki Wealth & Investment Management
California
$303K +$23.7K +222 +8%
SAM
1602
SignalPoint Asset Management
Missouri
$301K +$301K +2,862 New
FHB
1603
First Hawaiian Bank
Hawaii
$300K -$55.3K -525 -16%
HCP
1604
Holt Capital Partners
Texas
$300K – – –
FI
1605
FormulaFolio Investments
Michigan
$299K +$299K +2,844 New
GH
1606
GAM Holding
Switzerland
$298K -$35.3M -335,075 -99%
EGA
1607
E&G Advisors
Texas
$296K +$296K +2,808 New
SAA
1608
Southeast Asset Advisors
Georgia
$295K – – –
TW
1609
Transform Wealth
Colorado
$295K +$295K +2,805 New
TDC
1610
Thompson Davis & Co
Virginia
$294K -$491K -4,654 -63%
BCP
1611
Berkeley Capital Partners
Georgia
$293K -$9.14K -87 -3%
BB
1612
Bell Bank
North Dakota
$293K +$293K +2,787 New
FNBOO
1613
First National Bank of Omaha
Nebraska
$291K -$2.11K -20 -0.7%
SIM
1614
Sadoff Investment Management
Wisconsin
$290K – – –
MCA
1615
Morris Capital Advisors
Pennsylvania
$289K – – –
WRM
1616
Weybosset Research & Management
Rhode Island
$287K -$31.6K -300 -10%
CIP
1617
Convergence Investment Partners
Florida
$287K -$5.15K -49 -2%
PL
1618
Plancorp LLC
Missouri
$286K – – –
Aristotle Capital Management
1619
Aristotle Capital Management
California
$284K – – –
CSM
1620
CAMG Solamere Management
North Carolina
$284K +$284K +2,688 New
GS
1621
Girard Securities
California
$283K -$8.31K -79 -3%
SIG
1622
Sky Investment Group
Connecticut
$283K – – –
KF
1623
Krilogy Financial
Missouri
$283K +$12.5K +119 +5%
HIC
1624
Harvey Investment Company
Kentucky
$281K – – –
HMS
1625
Hanseatic Management Services
New Mexico
$279K +$279K +2,653 New
63 64
65
66 67