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Visa
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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 %
TRAM
1776
Tuscan Ridge Asset Management
Illinois
$571K +$571K +4,330 New
IIC
1777
Integrated Investment Consultants
Michigan
$568K +$61.6K +467 +12%
SCM
1778
Southport Capital Management
Tennessee
$567K -$14.8K -112 -3%
LDFR
1779
Lehman & Derafelo Financial Resources
Pennsylvania
$565K +$565K +4,284 New
AF
1780
Aldebaran Financial
$564K – – –
LA
1781
LVW Advisors
New York
$561K +$264K +2,001 +89%
JIC
1782
Joel Isaacson & Co
New York
$559K +$63K +456 +13%
IA
1783
IFG Advisory
Georgia
$558K -$545K -4,137 -49%
IC
1784
Inscription Capital
Texas
$555K +$555K +4,210 New
BPM
1785
Bowling Portfolio Management
Ohio
$552K -$23.1K -175 -4%
OPA
1786
Old Port Advisors
Maine
$552K +$552K +3,998 New
LDB
1787
Lee, Danner & Bass
Tennessee
$549K +$359K +2,723 +189%
JA
1788
JOYN Advisors
Georgia
$548K -$112K -846 -17%
SIAS
1789
Shine Investment Advisory Services
Colorado
$547K – – –
CPO
1790
Cerity Partners OCIO
New York
$546K +$20.1K +152 +4%
SIM
1791
SSI Investment Management
California
$542K +$108K +820 +25%
RTC
1792
Riverview Trust Company
Washington
$542K +$542K +4,110 New
CWM
1793
Circle Wealth Management
New Jersey
$541K – – –
GIA
1794
Guyasuta Investment Advisors
Pennsylvania
$539K – – –
AAMU
1795
Amundi Asset Management US
Massachusetts
$537K -$23.7K -179,627 -4%
WCWM
1796
Willow Creek Wealth Management
California
$536K – – –
WF
1797
WoodTrust Financial
Wisconsin
$536K – – –
BCWM
1798
Bartlett & Co Wealth Management
Ohio
$535K – – –
BC
1799
Bartlett & Co
Ohio
$535K – – –
SFWC
1800
Strategic Family Wealth Counselors
New Jersey
$535K +$535K +4,054 New
70 71
72
73 74