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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 %
FEM
1626
Fulcrum Equity Management
Texas
$841K +$841K +6,370 New
CIA
1627
CSat Investment Advisory
Michigan
$840K -$122K -925 -13%
BO
1628
BRR OpCo
Ohio
$830K -$77K -583 -8%
SEC
1629
Seven Eight Capital
New York
$830K +$830K +6,289 New
WP
1630
WealthSource Partners
California
$829K +$250K +1,896 +43%
SDWIA
1631
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$827K +$827K +6,271 New
MWP
1632
MYCIO Wealth Partners
Pennsylvania
$826K +$237K +1,797 +40%
SRIM
1633
Saratoga Research & Investment Management
California
$824K +$43.5K +330 +6%
JIP
1634
Jaffetilchin Investment Partners
Florida
$822K +$58.4K +443 +8%
DWM
1635
Dorchester Wealth Management
Quebec, Canada
$822K +$216K +1,635 +36%
HIIFS
1636
Harel Insurance Investments & Financial Services
Israel
$821K +$174K +1,320 +27%
FCA
1637
FinTrust Capital Advisors
South Carolina
$817K +$817K +6,191 New
IC
1638
InterOcean Capital
Illinois
$816K +$28.2K +214 +4%
KFS
1639
Kurt F. Somerville
$815K -$93.7K -710 -10%
FP
1640
Foundry Partners
Minnesota
$811K -$95.7K -725 -11%
CA
1641
Cambridge Advisors
Nebraska
$810K -$4.48K -34 -0.6%
CIM
1642
Confluence Investment Management
Missouri
$807K -$225K -1,702 -22%
QI
1643
Qtron Investments
Massachusetts
$807K +$807K +6,115 New
SCI
1644
S&CO Inc
Massachusetts
$805K – – –
IUHSA
1645
Itau Unibanco Holding S.A.
Brazil
$799K -$8.74K -68 -1%
PSG
1646
Planning Solutions Group
Maryland
$794K +$794K +6,018 New
SGI
1647
Summit Global Investments
Utah
$793K -$56.9K -431 -7%
SAM
1648
Summit Asset Management
Tennessee
$793K – – –
SVWA
1649
Sound View Wealth Advisors
Georgia
$792K +$792K +6,003 New
FWM
1650
Foresight Wealth Management
Utah
$791K +$791K +5,997 New
64 65
66
67 68