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 %
NCM
1951
Noesis Capital Mangement
Florida
$238K +$150 +1 +0.1%
Kovitz Investment Group Partners
1952
Kovitz Investment Group Partners
Illinois
$237K -$93.8K -625 -28%
BO
1953
Bank OZK
Arkansas
$237K -$7.64K -51 -3%
CIC
1954
Cornercap Investment Counsel
Georgia
$235K – – –
FPC
1955
Falcon Point Capital
California
$234K – – –
BCM
1956
Bluefin Capital Management
New York
$234K +$234K +1,557 New
PCAP
1957
Pratt Collard Advisory Partners
New York
$234K +$234K +1,560 New
DFIG
1958
Dragon Financial & Investment Group
California
$232K -$228K -1,521 -50%
PFGIA
1959
Patriot Financial Group Insurance Agency
Massachusetts
$232K -$53.2K -355 -19%
HA
1960
Hamel Associates
New Jersey
$232K – – –
PAG
1961
Private Advisory Group
Washington
$230K – – –
PAM
1962
Pegasus Asset Management
New York
$229K – – –
BWA
1963
Burt Wealth Advisors
Maryland
$226K – – –
VNB
1964
Virginia National Bank
Virginia
$226K +$226K +1,504 New
FCMT
1965
Founders Capital Management (Texas)
Texas
$225K – – –
OC
1966
Oarsman Capital
Wisconsin
$225K +$225K +1,500 New
CAM
1967
Concorde Asset Management
Michigan
$224K +$224K +1,491 New
BWP
1968
BSW Wealth Partners
Colorado
$224K +$224K +1,495 New
DRD
1969
Dennis R. Delaney
$223K -$11.6K -77 -5%
MBA
1970
McQueen Ball & Associates
Pennsylvania
$223K -$6.17K -41 -3%
WA
1971
WESPAC Advisors
California
$223K +$223K +1,483 New
WCM
1972
Wallace Capital Management
Texas
$222K +$222K +1,478 New
WAAG
1973
Wealth Alliance Advisory Group
Kansas
$222K +$222K +1,482 New
WPA
1974
West Paces Advisors
Georgia
$222K – – –
LF
1975
Lee Financial
Texas
$221K -$26.9K -179 -11%
77 78
79
80 81