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Visa
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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 %
BB
1651
Bell Bank
North Dakota
$668K +$49.2K +328 +8%
MCM
1652
MV Capital Management
Maryland
$664K -$11.7K -78 -2%
HTHT
1653
Hemenway Trust Hemenway Trust
New Hampshire
$664K +$37.5K +250 +6%
SCM
1654
Southport Capital Management
Tennessee
$662K +$1.95K +13 +0.3%
HMS
1655
Hanseatic Management Services
New Mexico
$662K +$264K +1,761 +66%
PDM
1656
Penn Davis McFarland
Texas
$660K – – –
WP
1657
WealthSource Partners
California
$659K -$176K -1,173 -21%
BPM
1658
Bowling Portfolio Management
Ohio
$654K -$10.1K -67 -2%
KA
1659
Kaizen Advisory
Illinois
$653K – – –
HAIM
1660
Hunter Associates Investment Management
Pennsylvania
$651K -$32.9K -219 -5%
FCAG
1661
First Capital Advisors Group
New Jersey
$643K -$6.3K -42 -1%
PIA
1662
Pinion Investment Advisors
Kansas
$643K +$30.8K +205 +5%
AF
1663
Aldebaran Financial
$641K – – –
UBV
1664
United Bank (Virginia)
Virginia
$641K +$5.4K +36 +0.8%
MFW
1665
Mosaic Family Wealth
Missouri
$625K +$80K +573 +15%
SIAS
1666
Shine Investment Advisory Services
Colorado
$623K – – –
AL
1667
Aspiriant LLC
California
$619K -$33.5K -223 -5%
AssetMark Inc
1668
AssetMark Inc
California
$617K +$24.6K +164 +4%
Susquehanna International Group
1669
Susquehanna International Group
Pennsylvania
$616K -$5.02M -33,473 -89%
IWP
1670
Icon Wealth Partners
Texas
$616K -$21.9K -146 -3%
CWM
1671
Circle Wealth Management
New Jersey
$615K -$5.55K -37 -0.9%
BW
1672
Bison Wealth
Georgia
$615K +$27.9K +186 +5%
GIA
1673
Guyasuta Investment Advisors
Pennsylvania
$613K -$15.8K -105 -3%
NFC
1674
Northeast Financial Consultants
Connecticut
$613K +$220K +1,466 +56%
MCM
1675
Maryland Capital Management
Maryland
$609K -$134K -894 -18%
65 66
67
68 69