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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 %
JA
1601
JLB & Associates
Michigan
$532K -$15.9K -140 -3%
FI
1602
FormulaFolio Investments
Michigan
$530K +$206K +1,807 +64%
UC
1603
Unio Capital
New Jersey
$530K +$530K +4,650 New
HA
1604
Harfst & Associates
Wyoming
$528K +$8.32K +73 +2%
MWM
1605
Mission Wealth Management
California
$526K -$18.9K -166 -3%
RGIA
1606
Rainier Group Investment Advisory
Washington
$525K – – –
CFA
1607
Capstone Financial Advisors
Illinois
$525K +$456 +4 +0.1%
PWAG
1608
Polaris Wealth Advisory Group
California
$524K +$20.3K +178 +4%
TPW
1609
Tiller Private Wealth
Pennsylvania
$523K +$23K +202 +5%
BFO
1610
Biltmore Family Office
North Carolina
$523K +$523K +4,584 New
KSA
1611
Ken Stern & Associates
California
$522K -$3.19K -28 -0.6%
LBA
1612
Letko, Brosseau & Associates
Quebec, Canada
$520K – – –
BCM
1613
Bienville Capital Management
New York
$520K +$26.2K +230 +5%
WP
1614
WealthPLAN Partners
Nebraska
$513K -$103K -903 -17%
PWPS
1615
Pinnacle Wealth Planning Services
Ohio
$510K +$510K +4,471 New
TL
1616
TrueWealth LLC
Georgia
$509K +$509K +4,468 New
KM
1617
Kalos Management
Georgia
$505K +$225K +1,948 +80%
QCG
1618
Quadrant Capital Group
Ohio
$503K +$11.3K +102 +2%
FIM
1619
Foresters Investment Management
New York
$499K -$778K -6,821 -61%
AC
1620
Avestar Capital
New York
$499K +$499K +4,589 New
JIP
1621
Jaffetilchin Investment Partners
Florida
$497K -$321K -2,820 -39%
WF
1622
WoodTrust Financial
Wisconsin
$497K +$497K +4,360 New
CIAS
1623
Capital Investment Advisory Services
North Carolina
$495K – – –
MA
1624
Mutual Advisors
Nebraska
$494K +$494K +4,331 New
AF
1625
Aldebaran Financial
$487K +$487K +4,274 New
63 64
65
66 67