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Visa
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Overview Fund Activity

2,284 hedge funds and large institutions have $213B invested in Visa in 2018 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 865 increasing their positions, 891 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,284
Holders Change
+143
Holders Change %
+6.68%
% of All Funds
50.97%
Holding in Top 10
483
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.99%
% of All Funds
10.78%
New
287
Increased
865
Reduced
891
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$476M
3
Capital International Investors
Capital International Investors
California
+$294M
4
MSE
MUFG Securities EMEA
United Kingdom
+$277M
5
Renaissance Technologies
Renaissance Technologies
New York
+$220M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$541M
2
Citadel Advisors
Citadel Advisors
Florida
-$406M
3
JSP
Jackson Square Partners
California
-$346M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$306M
5
Deutsche Bank
Deutsche Bank
Germany
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
2101
Barnett & Company
Tennessee
$220K – – –
WCA
2102
Westover Capital Advisors
Delaware
$220K +$220K +1,669 New
FFG
2103
Fortem Financial Group
California
$219K +$219K +1,657 New
HFS
2104
Haverford Financial Services
Pennsylvania
$218K – – –
LFA
2105
Legend Financial Advisors
Pennsylvania
$217K +$217K +1,646 New
CHA
2106
Cedar Hill Associates
Illinois
$216K -$46K -349 -18%
EFL
2107
ERn Financial LLC
Wisconsin
$216K +$216K +1,636 New
AR
2108
Advisory Research
Illinois
$215K -$50.4K -382 -19%
EWM
2109
Edge Wealth Management
New York
$215K – – –
CHA
2110
Carmichael Hill & Associates
Maryland
$214K -$7.11K -54 -3%
PAG
2111
Private Advisory Group
Washington
$213K – – –
FC
2112
Fulcrum Capital
Washington
$212K -$52.8K -401 -20%
MVA
2113
Mount Vernon Associates
Maryland
$211K – – –
CAM
2114
Close Asset Management
United Kingdom
$210K -$58.9M -996,609 -100%
MCA
2115
Morris Capital Advisors
Pennsylvania
$210K – – –
CSPIA
2116
Cary Street Partners Investment Advisory
Virginia
$210K +$210K +1,595 New
LPWM
2117
Lake Point Wealth Management
Texas
$210K +$210K +1,595 New
CCM
2118
Coe Capital Management
Illinois
$209K – – –
MBA
2119
McQueen Ball & Associates
Pennsylvania
$209K +$13.3K +101 +7%
RWA
2120
RGT Wealth Advisors
Texas
$209K +$209K +1,587 New
LC
2121
LCNB Corp
Ohio
$208K -$8.04K -61 -4%
BO
2122
Bank OZK
Arkansas
$208K -$1.19K -9 -0.6%
PWM
2123
PRW Wealth Management
Massachusetts
$208K +$208K +1,572 New
IC
2124
Inverness Counsel
New York
$208K +$208K +1,579 New
LBG
2125
Lloyds Banking Group
United Kingdom
$207K -$52.7K -552 -20%
83 84
85
86 87