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Visa
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Overview Fund Activity

2,032 hedge funds and large institutions have $192B invested in Visa in 2017 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 748 increasing their positions, 769 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,032
Holders Change
+207
Holders Change %
+11.34%
% of All Funds
46.15%
Holding in Top 10
334
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+10.6%
% of All Funds
7.59%
New
287
Increased
748
Reduced
769
Closed
59
Calls
$4.28B
Puts
$2.12B
Net Calls
+$2.15B
Net Calls Change
-$402M

Top Buyers

1
BlackRock
BlackRock
New York
+$340M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$300M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$177M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$134M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$124M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$323M
2
Capital World Investors
Capital World Investors
California
-$312M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$303M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$296M
5
Citadel Advisors
Citadel Advisors
Florida
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBN
1776
Cadence Bank NA
Texas
$298K +$3.19K +28 +1%
NFC
1777
Northeast Financial Consultants
Connecticut
$298K +$57.8K +508 +24%
RT
1778
Rockland Trust
Massachusetts
$297K +$297K +2,608 New
CPO
1779
Cerity Partners OCIO
New York
$296K +$207 +2 +0.1%
CMBA
1780
C.M. Bidwell & Associates
Hawaii
$295K +$15.4K +135 +5%
BCM
1781
BTC Capital Management
Iowa
$295K +$38.4K +336 +15%
RFO
1782
RiverGlades Family Offices
Florida
$295K +$295K +2,585 New
WAM
1783
Winslow Asset Management
Ohio
$291K – – –
DAM
1784
Delta Asset Management
Tennessee
$288K +$91.5K +802 +47%
HFP
1785
Holistic Financial Partners
Indiana
$288K +$288K +2,522 New
GCA
1786
Gideon Capital Advisors
New York
$288K +$288K +2,530 New
CBA
1787
Coastal Bridge Advisors
Connecticut
$287K -$11.1K -97 -4%
EA
1788
Emerald Advisers
Pennsylvania
$287K +$287K +2,513 New
NEPWA
1789
New England Private Wealth Advisors
Massachusetts
$287K +$287K +2,519 New
TIM
1790
Tortoise Investment Management
New York
$286K +$7.98K +70 +3%
SIM
1791
Sadoff Investment Management
Wisconsin
$284K -$29.8K -262 -10%
CPC
1792
Cookson Peirce & Co
Pennsylvania
$284K +$22.8K +200 +9%
RWM
1793
RKL Wealth Management
Pennsylvania
$283K +$3.89K +34 +1%
PCM
1794
PenderFund Capital Management
British Columbia, Canada
$283K +$283K +2,360 New
IIA
1795
IPG Investment Advisors
California
$283K -$6.96K -61 -2%
GKWIM
1796
Gerber Kawasaki Wealth & Investment Management
California
$281K -$41.8K -368 -13%
PCMK
1797
Paragon Capital Management (Kansas)
Kansas
$278K – – –
BIG
1798
Bellwether Investment Group
Tennessee
$277K -$1.14K -10 -0.4%
WIC
1799
Woodmont Investment Counsel
Tennessee
$277K – – –
POIA
1800
Pin Oak Investment Advisors
Texas
$277K +$277K +2,428 New
70 71
72
73 74