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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 %
ECG
1651
Edge Capital Group
Georgia
$783K +$783K +5,932 New
ACG
1652
Allen Capital Group
Nebraska
$782K +$6.65K +48 +0.9%
KC
1653
Kingfisher Capital
North Carolina
$779K +$779K +5,901 New
AAM
1654
American Asset Management
Florida
$778K +$6.59K +50 +0.9%
MFG
1655
Magnus Financial Group
New York
$775K +$775K +5,873 New
BCM
1656
Brown Capital Management
Maryland
$774K – – –
WAG
1657
Winthrop Advisory Group
Massachusetts
$773K +$14.2K +108 +2%
HPC
1658
HM Payson & Co
Maine
$772K -$20.2M -153,273 -96%
BCA
1659
Berman Capital Advisors
Georgia
$772K +$253K +1,917 +49%
CCM
1660
CWH Capital Management
Washington
$767K -$15.2K -115 -2%
OC
1661
Oakworth Capital
Alabama
$761K -$43.5K -330 -5%
TNBTD
1662
Trustmark National Bank Trust Department
Mississippi
$761K +$3.3K +25 +0.4%
BWM
1663
Brickley Wealth Management
California
$759K – – –
VWM
1664
Venturi Wealth Management
Texas
$759K +$317K +2,471 +72%
HT
1665
Heritage Trust
Oklahoma
$754K -$25.5K -193 -3%
UIM
1666
Underhill Investment Management
California
$753K – – –
NB
1667
Nicolet Bankshares
Wisconsin
$752K -$16.6K -126 -2%
CIAS
1668
Capital Investment Advisory Services
North Carolina
$752K +$21.5K +163 +3%
FIA
1669
Foundations Investment Advisors
Arizona
$750K -$115K -808 -13%
BB
1670
Busey Bank
Illinois
$749K +$222K +1,681 +42%
CWS
1671
Cypress Wealth Services
California
$748K -$29.7K -225 -4%
VC
1672
Vicus Capital
Pennsylvania
$743K -$45.3K -343 -6%
Capstone Investment Advisors
1673
Capstone Investment Advisors
New York
$741K +$726K +5,497 +4,739%
LJAC
1674
L.J. Altfest & Co
New York
$740K – – –
HAIM
1675
Hunter Associates Investment Management
Pennsylvania
$736K +$164K +1,240 +29%
65 66
67
68 69