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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 %
LFA
1726
Legacy Financial Advisors
Kentucky
$508K +$11.4K +76 +2%
RGIA
1727
Rainier Group Investment Advisory
Washington
$507K – – –
MOS
1728
MGO One Seven
Ohio
$507K +$507K +3,384 New
DWM
1729
Darwin Wealth Management
Florida
$506K -$1.05K -7 -0.2%
FNBOO
1730
First National Bank of Omaha
Nebraska
$506K +$23.1K +154 +5%
PCIA
1731
Prime Capital Investment Advisors
Kansas
$503K -$2.92M -19,448 -85%
AIM
1732
Advantage Investment Management
Iowa
$503K +$194K +1,296 +63%
SAM
1733
Silphium Asset Management
United Kingdom
$499K +$499K +3,327 New
AWM
1734
Aevitas Wealth Management
Massachusetts
$496K +$150 +1 +0%
SIM
1735
SSI Investment Management
California
$493K -$1.8K -12 -0.4%
HCM
1736
HMS Capital Management
Tennessee
$491K -$44.9K -299 -8%
LWS
1737
Lucia Wealth Services
California
$488K -$42.8K -285 -8%
CCMG
1738
Clark Capital Management Group
Pennsylvania
$486K +$112K +749 +30%
NSIM
1739
North Star Investment Management
Illinois
$485K -$15.9K -106 -3%
PA
1740
Probity Advisors
Texas
$484K – – –
MIM
1741
Marco Investment Management
Georgia
$484K +$5.1K +34 +1%
BCA
1742
Bay Colony Advisors
Massachusetts
$483K +$30.6K +204 +7%
TMAM
1743
Tokio Marine Asset Management
Japan
$479K -$164K -1,096 -26%
SAM
1744
SignalPoint Asset Management
Missouri
$478K +$7.95K +53 +2%
CGL
1745
Clarius Group LLC
Washington
$478K +$478K +3,186 New
WDL
1746
Well Done LLC
Michigan
$476K -$150 -1 -0%
DWM
1747
Dynasty Wealth Management
Florida
$469K +$469K +3,125 New
IFAM
1748
Institutional & Family Asset Management
Colorado
$466K +$25.1K +167 +6%
HIC
1749
Harvey Investment Company
Kentucky
$464K – – –
DAM
1750
Delta Asset Management
Tennessee
$463K -$5.86K -39 -1%
68 69
70
71 72