V icon

Visa
V

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 %
WG
1676
Welch Group
Alabama
$734K +$32.8K +249 +5%
LA
1677
Lau Associates
Delaware
$732K +$732K +5,546 New
1WA
1678
180 Wealth Advisors
Washington
$730K – – –
WIA
1679
World Investment Advisors
California
$730K +$730K +5,141 New
SC
1680
Sawyer & Company
Massachusetts
$728K -$16.5K -125 -2%
NERM
1681
New England Research & Management
Illinois
$727K +$727K +5,512 New
Dodge & Cox
1682
Dodge & Cox
California
$726K – – –
CFMC
1683
Curbstone Financial Management Corp
New Hampshire
$726K – – –
TCM
1684
Teza Capital Management
Illinois
$726K +$726K +5,506 New
MFP
1685
Meridian Financial Partners
Virginia
$725K +$725K +5,494 New
CL
1686
CPWM LLC
Washington
$724K -$396 -3 -0.1%
GIA
1687
Gladstone Institutional Advisory
Florida
$724K +$724K +5,489 New
WTB
1688
Washington Trust Bank
Washington
$723K -$10.7K -81 -1%
MWM
1689
MorganRosel Wealth Management
Colorado
$723K +$723K +5,482 New
MWM
1690
Mission Wealth Management
California
$722K +$91.3K +692 +14%
BEAM
1691
Baker Ellis Asset Management
Washington
$721K -$106K -800 -13%
QCM
1692
Quantinno Capital Management
New York
$719K +$719K +5,446 New
CCM
1693
Canal Capital Management
Virginia
$717K -$23K -174 -3%
CFA
1694
Carroll Financial Associates
North Carolina
$711K -$25K -184 -3%
IIA
1695
IPG Investment Advisors
California
$710K +$98.8K +749 +16%
BFO
1696
Biltmore Family Office
North Carolina
$707K +$90.9K +689 +15%
SWA
1697
Sutton Wealth Advisors
Florida
$706K +$4.22K +32 +0.6%
TCM
1698
Tradewinds Capital Management
Washington
$704K +$41.7K +316 +6%
HMS
1699
Hanseatic Management Services
New Mexico
$697K +$115K +871 +20%
GWCM
1700
Godshalk Welsh Capital Management
Pennsylvania
$695K +$35.1K +266 +5%
66 67
68
69 70