V icon

Visa
V

Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
1626
Arlington Financial Advisors
California
$720K – – –
GD
1627
Grandfield & Dodd
New York
$719K -$65.4K -436 -8%
PK
1628
Pflug Koory
Nebraska
$719K -$48.5K -323 -6%
MIM
1629
Manitou Investment Management
Ontario, Canada
$719K +$135K +900 +23%
MWM
1630
Mission Wealth Management
California
$717K -$83.4K -556 -10%
SBSB
1631
Sullivan, Bruyette, Speros & Blaney
Virginia
$714K – – –
LFR
1632
Lehman Financial Resources
Pennsylvania
$713K +$8.4K +56 +1%
JG
1633
Jefferies Group
New York
$710K -$7.99M -53,274 -92%
HCM
1634
Hilton Capital Management
New York
$705K +$63.8K +425 +10%
AHB
1635
Abner Herrman & Brock
New Jersey
$703K +$57.8K +385 +9%
BFO
1636
Biltmore Family Office
North Carolina
$701K – – –
RA
1637
RFG Advisory
Alabama
$700K +$439K +2,924 +168%
IIA
1638
IPG Investment Advisors
California
$695K +$143K +954 +26%
WIC
1639
Whitegate Investment Counselors
New Hampshire
$695K – – –
PFS
1640
Prospera Financial Services
Texas
$694K -$179K -1,318 -20%
TPW
1641
Tiller Private Wealth
Pennsylvania
$693K +$901 +6 +0.1%
CSIC
1642
Clifford Swan Investment Counsel
California
$692K -$63.2K -421 -8%
UC
1643
Unio Capital
New Jersey
$690K -$15K -100 -2%
DWM
1644
Dorchester Wealth Management
Quebec, Canada
$690K +$690K +4,595 New
KSA
1645
Ken Stern & Associates
California
$689K – – –
VIM
1646
Veritas Investment Management
United Kingdom
$688K +$429K +2,860 +166%
WI
1647
Wedgewood Investors
Pennsylvania
$686K +$15K +100 +2%
LBA
1648
Letko, Brosseau & Associates
Quebec, Canada
$684K -$6.75K -45 -1%
JA
1649
JLB & Associates
Michigan
$681K -$4.5K -30 -0.7%
MWP
1650
MYCIO Wealth Partners
Pennsylvania
$670K -$7.2K -48 -1%
64 65
66
67 68