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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 %
HRC
2076
Hoertkorn Richard Charles
$41K – – –
MGI
2077
MayTech Global Investments
New York
$41K – – –
AP
2078
Atwood & Palmer
Missouri
$40K – – –
HL
2079
Harding Loevner
New Jersey
$39K – – –
OHS
2080
Odey Holdings (Switzerland)
Switzerland
$38K – – –
NC
2081
NewSquare Capital
Pennsylvania
$36K – – –
OGC
2082
Oak Grove Capital
New Hampshire
$36K – – –
RFM
2083
Royal Fund Management
Florida
$36K +$26.5K +178 +278%
RCWMU
2084
Rothschild & Co Wealth Management (UK)
United Kingdom
$35K – – –
NSB
2085
Norway Savings Bank
Maine
$33K – – –
ARMC
2086
American Research & Management Company
Massachusetts
$32K – – –
SWMG
2087
Signature Wealth Management Group
Georgia
$32K +$27.9K +207 +690%
TAIM
2088
TD Ameritrade Investment Management
Nebraska
$31K +$16K +106 +106%
TCM
2089
TD Capital Management
Tennessee
$30K -$5.43K -36 -15%
SJIM
2090
St. Johns Investment Management
Florida
$30K – – –
IF
2091
Ironwood Financial
Arizona
$30K +$30K +200 New
BA
2092
Ballew Advisors
Mississippi
$28K -$1.4K -10 -5%
RFWA
2093
RPg Family Wealth Advisory
Massachusetts
$27.5K -$17.3K -115 -39%
AWM
2094
Avondale Wealth Management
Texas
$22K – – –
AJ
2095
Ashburton (Jersey)
Jersey
$21.6K -$5.36K -35,738 -20%
CIM
2096
Contravisory Investment Management
Massachusetts
$21K -$25.8K -173 -55%
TODC
2097
Trustees of Dartmouth College
New Hampshire
$21K – – –
KC
2098
KHP Capital
Oklahoma
$21K – – –
CAGAS
2099
Capital Advisory Group Advisory Services
Minnesota
$21K +$5.37K +35 +34%
SIS
2100
Sound Income Strategies
Florida
$21K +$11.5K +75 +121%
82 83
84
85 86