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Visa
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Overview Fund Activity

1,080 hedge funds and large institutions have $85B invested in Visa in 2013 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 421 increasing their positions, 430 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,080
Holders Change
+29
Holders Change %
+2.76%
% of All Funds
35.03%
Holding in Top 10
120
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.45%
% of All Funds
3.89%
New
105
Increased
421
Reduced
430
Closed
65
Calls
$786M
Puts
$1.07B
Net Calls
-$288M
Net Calls Change
-$228M

Top Buyers

1
State Street
State Street
Massachusetts
$4.84B
2
Brown Advisory
Brown Advisory
Maryland
$793M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.58B
4
CBOA
Commonwealth Bank of Australia
Australia
$675M
5
First Eagle Investment Management
First Eagle Investment Management
New York
$393M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
$197M
2
SA
SPO Advisory
California
$480M
3
UBS AM
UBS AM
Illinois
$586M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$117M
5
Citadel Advisors
Citadel Advisors
Florida
$88.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$713M -$86.6M -1,813,264 -11%
Capital World Investors
27
Capital World Investors
California
$710M – – –
Geode Capital Management
28
Geode Capital Management
Massachusetts
$700M +$32M +670,728 +5%
AllianceBernstein
29
AllianceBernstein
Tennessee
$681M +$18.9M +395,936 +3%
CBOA
30
Commonwealth Bank of Australia
Australia
$675M +$314M +6,541,444 +87%
Fisher Asset Management
31
Fisher Asset Management
Washington
$659M +$1.89M +39,620 +0.3%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$597M -$18.7M -390,796 -3%
Allianz Asset Management
33
Allianz Asset Management
Germany
$594M +$49.1M +1,026,800 +9%
UBS AM
34
UBS AM
Illinois
$586M -$209M -4,364,704 -26%
RFC
35
Russell Frank Company
Washington
$570M +$14.7M +306,920 +3%
Nomura Holdings
36
Nomura Holdings
Japan
$504M +$154M +3,249,828 +44%
Lazard Asset Management
37
Lazard Asset Management
New York
$485M -$13.3M -278,028 -3%
SA
38
SPO Advisory
California
$480M -$228M -4,781,200 -32%
MCM
39
Marsico Capital Management
Colorado
$478M -$93.5M -1,957,128 -16%
Edgewood Management
40
Edgewood Management
Connecticut
$463M -$1.48M -30,936 -0.3%
Viking Global Investors
41
Viking Global Investors
Connecticut
$452M -$9.33M -195,188 -2%
DSA
42
Davis Selected Advisers
Arizona
$439M +$608K +12,732 +0.1%
MAM
43
Magellan Asset Management
Australia
$431M +$17.7M +370,452 +4%
MAA
44
Managed Account Advisors
New Jersey
$426M -$18.2M -381,636 -4%
WRF
45
Waddell & Reed Financial
Kansas
$423M -$62.3M -1,303,556 -13%
Legal & General Group
46
Legal & General Group
United Kingdom
$419M -$7.25M -151,808 -2%
DCM
47
Discovery Capital Management
Connecticut
$415M -$10.7M -224,000 -3%
Bank of America
48
Bank of America
North Carolina
$411M +$14.5M +302,844 +4%
Franklin Resources
49
Franklin Resources
California
$397M -$16.9M -353,696 -4%
First Eagle Investment Management
50
First Eagle Investment Management
New York
$393M +$199M +4,160,324 +102%
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