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Visa
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Overview Fund Activity

2,380 hedge funds and large institutions have $282B invested in Visa in 2019 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 961 increasing their positions, 1,025 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,380
Holders Change
+28
Holders Change %
+1.19%
% of All Funds
51.77%
Holding in Top 10
568
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+8.19%
% of All Funds
12.36%
New
121
Increased
961
Reduced
1,025
Closed
66
Calls
$2.64B
Puts
$2.65B
Net Calls
-$2.52M
Net Calls Change
-$306M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$2.75B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$646M
3
BlackRock
BlackRock
New York
+$481M
4
Prudential Financial
Prudential Financial
New Jersey
+$325M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$280M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$838M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$466M
3
CWM
CIBC World Markets
New York
-$416M
4
Artisan Partners
Artisan Partners
Wisconsin
-$248M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
2051
Inspirion Wealth Advisors
Illinois
$354K +$2.43K +14 +0.7%
BFIM
2052
Beese Fulmer Investment Management
Ohio
$353K +$17.3K +100 +5%
RAM
2053
Roanoke Asset Management
New Jersey
$352K – – –
BHBT
2054
Burke & Herbert Bank & Trust
Virginia
$352K – – –
TFO
2055
Tarbox Family Office
California
$351K +$24.3K +140 +7%
GAM
2056
Gould Asset Management
California
$348K +$348K +2,006 New
FBC
2057
Fairfield, Bush & Co
Connecticut
$347K – – –
PP
2058
Palladium Partners
Virginia
$347K +$17.4K +100 +5%
FC
2059
Fulcrum Capital
Washington
$347K +$67.1K +386 +24%
ATC
2060
Adirondack Trust Company
New York
$345K +$1.74K +10 +0.5%
RIA
2061
RPG Investment Advisory
California
$344K – – –
TA
2062
Trellis Advisors
Washington
$343K +$2.08K +12 +0.6%
OWA
2063
One Wealth Advisors
California
$342K – – –
CF
2064
Corrigan Financial
Rhode Island
$341K – – –
SIM
2065
Stratos Investment Management
Ohio
$341K +$341K +1,966 New
CAM
2066
Crestone Asset Management
Colorado
$340K +$42.3K +244 +14%
FPCG
2067
Fort Pitt Capital Group
Pennsylvania
$339K -$29.5K -170 -8%
ESBC
2068
E.S. Barr & Co
Kentucky
$339K – – –
TAM
2069
Tradition Asset Management
Virginia
$335K +$335K +1,935 New
AEPG
2070
American Economic Planning Group
New Jersey
$333K -$65.3K -376 -16%
TF
2071
Tompkins Financial
New York
$332K -$7.79K -45 -2%
DCM
2072
Driehaus Capital Management
Illinois
$331K -$23K -133 -7%
IC
2073
Inscription Capital
Texas
$330K -$117K -693 -26%
HCM
2074
HGI Capital Management
New York
$330K – – –
AIP
2075
ARS Investment Partners
New York
$329K -$17K -98 -5%
81 82
83
84 85