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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 %
PWMAG
1701
Pinnacle Wealth Management Advisory Group
New Jersey
$544K +$20.5K +137 +4%
HCM
1702
Harvest Capital Management
New Hampshire
$543K – – –
Boston Partners
1703
Boston Partners
Massachusetts
$541K – – –
PAS
1704
Partnervest Advisory Services
California
$541K +$161K +1,075 +42%
ATFA
1705
All Terrain Financial Advisors
Minnesota
$541K +$541K +3,608 New
ACA
1706
Anchor Capital Advisors
Massachusetts
$540K – – –
JIC
1707
Joel Isaacson & Co
New York
$539K – – –
SHCM
1708
Stokes & Hubbell Capital Management
Louisiana
$538K – – –
BS
1709
Boenning & Scattergood
Pennsylvania
$536K +$217K +1,450 +68%
MF
1710
Magnetar Financial
Illinois
$536K +$536K +3,569 New
USGIU
1711
U.S. Global Investors (USGI)
Texas
$533K -$97.6K -650 -15%
PC
1712
Permit Capital
Pennsylvania
$533K – – –
VCM
1713
Versant Capital Management
Arizona
$530K +$2.1K +14 +0.4%
FNBSF
1714
First National Bank Sioux Falls
South Dakota
$530K +$30.3K +202 +6%
TWA
1715
TCI Wealth Advisors
Arizona
$528K -$3.6K -24 -0.7%
BOS
1716
Bingham Osborn & Scarborough
California
$527K -$24.3K -162 -4%
GCP
1717
GSA Capital Partners
United Kingdom
$527K +$527K +3,511 New
CFGS
1718
Concourse Financial Group Securities
Alabama
$526K +$526K +3,504 New
VCA
1719
Verdence Capital Advisors
Maryland
$524K -$45.2K -301 -8%
PHAM
1720
Palisades Hudson Asset Management
Florida
$524K – – –
BFA
1721
Bragg Financial Advisors
North Carolina
$521K +$10.6K +71 +2%
VWM
1722
Venturi Wealth Management
Texas
$520K – – –
SP
1723
SWS Partners
Ohio
$520K +$750 +5 +0.1%
ECM
1724
Elgethun Capital Management
South Dakota
$516K – – –
TIA
1725
Tiemann Investment Advisors
California
$510K -$15K -100 -3%
67 68
69
70 71