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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 %
DMC
1751
Drexel Morgan & Co
Pennsylvania
$461K – – –
FLI
1752
Family Legacy Inc
South Carolina
$461K +$266K +1,770 +136%
AF
1753
Advisornet Financial
Minnesota
$457K -$42.8K -285 -9%
RT
1754
Rockland Trust
Massachusetts
$457K +$158K +1,055 +53%
MMHP
1755
Murphy Middleton Hinkle & Parker
Georgia
$453K – – –
RW
1756
REDW Wealth
New Mexico
$451K – – –
SKK
1757
Shepherd Kaplan Krochuk
Massachusetts
$450K – – –
MLIC
1758
Mandatum Life Insurance Company
Finland
$450K – – –
WOC
1759
West Oak Capital
California
$449K +$21.8K +145 +5%
EA
1760
Emerald Advisers
Pennsylvania
$449K – – –
MSS
1761
Mitchell Sinkler & Starr
Pennsylvania
$449K +$25.7K +171 +6%
SEIA
1762
Signature Estate & Investment Advisors
California
$449K +$245K +1,635 +120%
AIP
1763
Almanack Investment Partners
Pennsylvania
$447K +$195K +1,345 +77%
AWE
1764
Avidian Wealth Enterprises
Texas
$446K -$1.67M -11,150 -79%
TL
1765
TrueWealth LLC
Georgia
$446K – – –
RP
1766
Rice Partnership
Hawaii
$446K – – –
LK
1767
Lumbard & Kellner
New Hampshire
$442K – – –
KM
1768
Kalos Management
Georgia
$430K -$320K -2,153 -43%
HCP
1769
Holt Capital Partners
Texas
$428K – – –
PCM
1770
Pointe Capital Management
Michigan
$425K +$1.5K +10 +0.4%
BCP
1771
Berkeley Capital Partners
Georgia
$424K +$11.6K +77 +3%
AIS
1772
American Investment Services
Massachusetts
$424K +$16.7K +111 +4%
KF
1773
Krilogy Financial
Missouri
$421K – – –
SAA
1774
Southeast Asset Advisors
Georgia
$420K – – –
CPC
1775
Cookson Peirce & Co
Pennsylvania
$419K +$15.8K +105 +4%
69 70
71
72 73