V icon

Visa
V

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 %
CAM
1801
Cozad Asset Management
Illinois
$377K -$3K -20 -0.8%
TIM
1802
Tortoise Investment Management
New York
$377K – – –
RFO
1803
RiverGlades Family Offices
Florida
$377K – – –
HL
1804
HeadInvest LLC
Maine
$375K – – –
ME
1805
McIlrath & Eck
Washington
$374K +$4.51K +30 +1%
DWM
1806
Doyle Wealth Management
Florida
$373K -$22.9K -153 -6%
GAM
1807
Gemmer Asset Management
California
$372K -$33.7K -224 -8%
NCM
1808
Nelson Capital Management
California
$368K +$11.6K +77 +3%
POIA
1809
Pin Oak Investment Advisors
Texas
$365K +$300 +2 +0.1%
TA
1810
TMD & Associates
Arizona
$365K +$365K +2,431 New
CFA
1811
Capstone Financial Advisors
Illinois
$363K -$10K -67 -3%
AIP
1812
Ahrens Investment Partners
Louisiana
$363K -$300 -2 -0.1%
WIP
1813
Wellesley Investment Partners
Massachusetts
$362K -$5.25K -35 -1%
GWS
1814
Glassman Wealth Services
Virginia
$362K -$300 -2 -0.1%
CIA
1815
Choate Investment Advisors
Massachusetts
$362K +$362K +2,414 New
LA
1816
LexAurum Advisors
Kansas
$361K -$3.75K -25 -1%
PL
1817
Perpetual Ltd
Australia
$360K -$165K -1,100 -31%
PV
1818
Private Vista
Illinois
$360K -$5.26K -35 -1%
DCM
1819
Driehaus Capital Management
Illinois
$359K -$234K -1,560 -39%
CC
1820
Claybrook Capital
Massachusetts
$359K +$150 +1 +0%
BWL
1821
Bogart Wealth LLC
Virginia
$354K +$6.75K +45 +2%
WCM
1822
Wedge Capital Management
North Carolina
$354K +$23.3K +155 +7%
MC
1823
Miles Capital
Iowa
$349K +$349K +2,324 New
FC
1824
Fayerweather Charles
$347K -$52.6K -350 -13%
CSIA
1825
Charles Schwab Investment Advisory
California
$346K +$12.3K +82 +4%
71 72
73
74 75