V icon

Visa
V

Overview Fund Activity

1,272 hedge funds and large institutions have $119B invested in Visa in 2014 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 416 increasing their positions, 508 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,272
Holders Change
+125
Holders Change %
+10.9%
% of All Funds
33.95%
Holding in Top 10
173
Holding in Top 10 Change
+57
Holding in Top 10 Change %
+49.14%
% of All Funds
4.62%
New
195
Increased
416
Reduced
508
Closed
54
Calls
$892M
Puts
$1.52B
Net Calls
-$626M
Net Calls Change
-$281M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.03B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$584M
3
LPC
Lone Pine Capital
Connecticut
+$464M
4
CG
Carmignac Gestion
France
+$443M
5
LPU
Lansdowne Partners (UK)
United Kingdom
+$281M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$556M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$506M
3
BA
BlackRock Advisors
Delaware
-$269M
4
JHIU
Janus Henderson Investors US
Colorado
-$154M
5
SA
SPO Advisory
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFGCM
426
Norman Fields Gottscho Capital Management
New York
$12M – – –
EWA
427
EP Wealth Advisors
California
$12M -$375K -5,724 -3%
DADC
428
D.A. Davidson & Co
Montana
$11.8M +$1.04M +15,868 +10%
QIM
429
Quest Investment Management
Oregon
$11.7M -$4.03M -61,424 -26%
SIM
430
Sentry Investment Management
Wisconsin
$11.6M +$217K +3,316 +2%
SAM
431
Securian Asset Management
Minnesota
$11.6M +$191K +2,920 +2%
BOK
432
Bank of Kentucky
Kentucky
$11.5M -$387K -5,900 -3%
JWBC
433
J.W. Burns & Co
New York
$11.4M -$157K -2,400 -1%
SDIC
434
South Dakota Investment Council
South Dakota
$11.4M – – –
WP
435
WMS Partners
Maryland
$11.3M -$296K -4,512 -3%
BFA
436
Beaumont Financial Advisors
Massachusetts
$11.3M -$72.6K -1,108 -0.6%
ACM
437
Apex Capital Management
Ohio
$11.3M -$78.9K -1,204 -0.7%
CCM
438
Criterion Capital Management
California
$11.1M -$1.78M -27,200 -14%
RSS
439
Rosenblum Silverman Sutton
California
$11M -$262K -4,000 -2%
BFM
440
Boston Financial Management
Massachusetts
$10.9M +$746K +11,380 +7%
MIS
441
Morningstar Investment Services
Illinois
$10.7M +$1.1M +16,848 +11%
SC
442
Sculptor Capital
New York
$10.7M +$10.7M +162,832 New
JAFL
443
Jay A. Fishman Ltd
Michigan
$10.6M – – –
Fifth Third Bancorp
444
Fifth Third Bancorp
Ohio
$10.6M +$672K +10,256 +7%
CPIM
445
Columbia Partners Investment Management
Virginia
$10.5M -$218K -3,332 -2%
MC
446
Middleton & Co
Massachusetts
$10.4M -$252K -3,844 -2%
Nomura Holdings
447
Nomura Holdings
Japan
$10.3M -$89.3M -1,363,960 -90%
WA
448
Wasatch Advisors
Utah
$10.3M +$551K +8,400 +6%
BBHC
449
Brown Brothers Harriman & Co
New York
$10.1M -$183K -2,788 -2%
MJRIC
450
Mogy Joel R Investment Counsel
California
$9.98M +$384K +5,860 +4%
16 17
18
19 20