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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 %
WA
2126
Wealth Architects
California
$207K +$207K +1,569 New
FPC
2127
Falcon Point Capital
California
$206K – – –
PMG
2128
Private Management Group
California
$206K +$206K +1,562 New
BCP
2129
Blackhawk Capital Partners
Wisconsin
$205K +$205K +1,555 New
IDBONY
2130
Israel Discount Bank of New York
New York
$203K +$26.4K +200 +15%
PAM
2131
Pegasus Asset Management
New York
$201K – – –
PT
2132
Plimoth Trust
Massachusetts
$201K +$19.5K +148 +11%
FI
2133
Financial Insights
Washington
$201K +$201K +1,491 New
Kovitz Investment Group Partners
2134
Kovitz Investment Group Partners
Illinois
$200K -$8.03K -61 -4%
FCMT
2135
Founders Capital Management (Texas)
Texas
$198K – – –
JGIA
2136
Jackson Grant Investment Advisers
Connecticut
$197K +$44.8K +339 +29%
WIM
2137
Westside Investment Management
California
$195K -$19.7K -149 -9%
WPA
2138
West Paces Advisors
Georgia
$195K – – –
PFO
2139
Pathstone Family Office
New Jersey
$195K +$194K +1,472 +36,800%
LF
2140
Lee Financial
Texas
$194K – – –
FVWA
2141
Foster Victor Wealth Advisors
South Carolina
$184K +$184K +1,396 New
BWA
2142
BDO Wealth Advisors
Florida
$183K – – –
QCIG
2143
Quad-Cities Investment Group
Iowa
$182K -$3.96K -30 -2%
MCA
2144
Mercer Capital Advisers
New Jersey
$180K +$7.27K +55 +4%
CAM
2145
CenterStar Asset Management
Illinois
$177K – – –
ACM
2146
AUA Capital Management
Pennsylvania
$177K – – –
FNBOSM
2147
First National Bank of South Miami
Florida
$174K +$174K +1,287 New
SIM
2148
Sonora Investment Management
Arizona
$171K +$73.4K +556 +75%
LWANC
2149
Laurel Wealth Advisors (North Carolina)
North Carolina
$166K +$166K +1,260 New
NS
2150
NewDay Solutions
New Hampshire
$162K +$162K +1,226 New
84 85
86
87 88