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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 %
LC
1926
Lincoln Capital
Nebraska
$256K – – –
BMCM
1927
Bryn Mawr Capital Management
Pennsylvania
$254K -$8.42K -56 -3%
DE
1928
Day & Ennis
Georgia
$253K – – –
RIA
1929
Regal Investment Advisors
Michigan
$253K +$253K +1,684 New
PCFFS
1930
Pacific Center for Financial Services
California
$252K -$14K -93 -5%
CHA
1931
Carmichael Hill & Associates
Maryland
$252K +$150 +1 +0.1%
CHA
1932
Cooper/Haims Advisors
New York
$252K +$10.6K +71 +4%
AF
1933
Allworth Financial
California
$252K +$145K +963 +135%
LFASL
1934
Lugano Financial Advisors SA (LFA)
Switzerland
$252K +$222K +1,477 +739%
LBG
1935
Lloyds Banking Group
United Kingdom
$250K -$268K -2,918 -52%
BC
1936
Barnett & Company
Tennessee
$250K -$7.51K -50 -3%
HPC
1937
Hobart Private Capital
North Carolina
$249K +$249K +1,659 New
MUS
1938
Mitsubishi UFJ Securities
Japan
$248K – – –
HFS
1939
Haverford Financial Services
Pennsylvania
$248K +$248K +1,650 New
LC
1940
LCNB Corp
Ohio
$246K -$16.5K -110 -6%
WIM
1941
Westside Investment Management
California
$246K – – –
BWM
1942
BerganKDV Wealth Management
Minnesota
$245K -$1.2K -8 -0.5%
BAM
1943
Brave Asset Management
New Jersey
$244K – – –
EWM
1944
Edge Wealth Management
New York
$244K – – –
SA
1945
Sunesis Advisors
Kansas
$241K +$241K +1,609 New
LGC
1946
Laurel Grove Capital
California
$240K – – –
MVA
1947
Mount Vernon Associates
Maryland
$240K – – –
MCA
1948
Morris Capital Advisors
Pennsylvania
$239K – – –
SMFS
1949
Squar Milner Financial Services
California
$238K -$123K -817 -34%
CCM
1950
Coe Capital Management
Illinois
$238K – – –
76 77
78
79 80