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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 %
PWMAG
1851
Pinnacle Wealth Management Advisory Group
New Jersey
$462K -$16.5K -125 -3%
HR
1852
Howe & Rusling
New York
$460K -$27.6K -209 -6%
PHAM
1853
Palisades Hudson Asset Management
Florida
$460K – – –
SP
1854
SWS Partners
Ohio
$458K +$791 +6 +0.2%
VCM
1855
Versant Capital Management
Arizona
$457K -$8.7K -66 -2%
PPP
1856
Private Portfolio Partners
New Jersey
$456K +$456K +3,459 New
ECM
1857
Elgethun Capital Management
South Dakota
$454K – – –
BWP
1858
Bernardo Wealth Planning
Pennsylvania
$452K +$452K +3,423 New
BOS
1859
Bingham Osborn & Scarborough
California
$449K -$14K -106 -3%
VCA
1860
Verdence Capital Advisors
Maryland
$449K -$11.5K -87 -2%
TIA
1861
Tiemann Investment Advisors
California
$448K – – –
CMI
1862
Clare Market Investments
Texas
$442K +$442K +3,347 New
QCM
1863
Quest Capital Management
Texas
$441K +$441K +3,346 New
NSIM
1864
North Star Investment Management
Illinois
$440K +$14.2K +108 +3%
RBFC
1865
Roman Butler Fullerton & Co
Missouri
$440K +$440K +3,173 New
PAMU
1866
Pictet Asset Management (UK)
United Kingdom
$440K +$1.99K +15,107 +0.5%
GC
1867
Grimes & Company
Massachusetts
$439K -$38.8K -294 -8%
OCM
1868
One Capital Management
California
$439K +$190K +1,441 +76%
AWM
1869
Aevitas Wealth Management
Massachusetts
$436K – – –
CCMD
1870
Cypress Capital Management (Delaware)
Delaware
$436K +$251K +1,900 +135%
KC
1871
Knuff & Co
California
$435K +$435K +3,300 New
AFM
1872
Andesa Financial Management
Pennsylvania
$434K +$434K +3,272 New
HCM
1873
HMS Capital Management
Tennessee
$432K – – –
RP
1874
Rice Partnership
Hawaii
$432K +$39.6K +300 +10%
JFA
1875
JNBA Financial Advisors
Minnesota
$427K +$414K +3,145 +3,311%
73 74
75
76 77