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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 %
KJWM
1976
Kiley Juergens Wealth Management
Washington
$221K +$4.63K +31 +2%
SNBOSD
1977
Security National Bank of So Dak
Iowa
$220K +$220K +1,464 New
MCM
1978
Marathon Capital Management
Maryland
$217K -$30K -200 -12%
LDB
1979
Lee, Danner & Bass
Tennessee
$216K +$216K +1,440 New
LCM
1980
LVM Capital Management
Michigan
$216K +$216K +1,440 New
LC
1981
Landaas & Company
Wisconsin
$214K – – –
MIM
1982
Martin Investment Management
Florida
$214K +$214K +1,425 New
HI
1983
Horizon Investments
North Carolina
$213K +$213K +1,418 New
DLHL
1984
Donald L. Hagan LLC
Florida
$213K +$213K +1,419 New
CCMD
1985
Cypress Capital Management (Delaware)
Delaware
$211K -$301K -2,000 -59%
QCIG
1986
Quad-Cities Investment Group
Iowa
$211K +$150 +1 +0.1%
PGA
1987
Portland Global Advisors
Maine
$211K +$211K +1,407 New
EHC
1988
Everett Harris & Co
California
$210K +$210K +1,398 New
SAM
1989
Sequent Asset Management
Texas
$210K +$210K +1,400 New
MAP
1990
Milestone Advisory Partners
North Carolina
$210K +$210K +1,400 New
NFG
1991
NewFocus Financial Group
Washington
$209K +$209K +1,392 New
BWA
1992
BDO Wealth Advisors
Florida
$208K -$34.3K -229 -14%
PT
1993
Plimoth Trust
Massachusetts
$207K +$207K +1,375 New
HCM
1994
Hengehold Capital Management
Ohio
$207K +$207K +1,377 New
PAA
1995
Peregrine Asset Advisers
Oregon
$205K +$205K +1,365 New
LA
1996
Legacy Advisors
Pennsylvania
$204K +$11K +73 +6%
FWCM
1997
First Western Capital Management
California
$204K +$204K +1,356 New
KFA
1998
Kays Financial Advisory
Georgia
$204K +$204K +1,357 New
LJHT
1999
Laurie J. Hall Trustee
$202K +$64.7K +430 +47%
WAM
2000
Weiss Asset Management
Massachusetts
$202K +$202K +1,346 New
78 79
80
81 82