V icon

Visa
V

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
+$1.01B
2
Brown Advisory
Brown Advisory
Maryland
+$724M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$453M
4
CBOA
Commonwealth Bank of Australia
Australia
+$314M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$199M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$348M
2
SA
SPO Advisory
California
-$228M
3
UBS AM
UBS AM
Illinois
-$209M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$208M
5
Citadel Advisors
Citadel Advisors
Florida
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
501
Wisconsin Capital Management
Wisconsin
$5.12M +$52.5K +1,100 +1%
CIP
502
Convergence Investment Partners
Florida
$5.11M +$5.11M +107,020 New
TWI
503
Thomas White International
Illinois
$5.11M +$1.44M +30,212 +39%
LG
504
Laidlaw Group
New York
$5.08M -$414K -8,672 -8%
BAMCO Inc
505
BAMCO Inc
New York
$5.06M – – –
MJRIC
506
Mogy Joel R Investment Counsel
California
$5.02M +$528K +11,060 +12%
GIM
507
Goelzer Investment Management
Indiana
$4.99M -$4.86M -101,832 -49%
OWD
508
Osborn Williams & Donohoe
Ohio
$4.97M +$436K +9,116 +10%
MSR
509
Main Street Research
Connecticut
$4.88M +$595K +12,448 +14%
DY
510
Dowling & Yahnke
California
$4.88M -$61K -1,276 -1%
OC
511
Oppenheimer & Co
New York
$4.87M -$499K -10,456 -9%
VW
512
Vantage Wealth
California
$4.84M -$52.6K -1,100 -1%
EI
513
EDMP Inc
Florida
$4.82M -$107K -2,240 -2%
AC
514
Addenda Capital
Quebec, Canada
$4.76M +$218K +4,560 +5%
AIM
515
ADAR Investment Management
New Jersey
$4.74M -$2.83M -59,152 -37%
TIP
516
Torray Investment Partners
Maryland
$4.71M +$2.87K +60 +0.1%
PAI
517
Pittenger & Anderson Inc
Nebraska
$4.69M +$4.97K +104 +0.1%
SHGA
518
Sand Hill Global Advisors
California
$4.67M +$1.11M +23,196 +31%
WT
519
Wilmington Trust
Delaware
$4.64M -$255K -5,336 -5%
DA
520
Dunvegan Associates
California
$4.64M +$20.4K +428 +0.4%
BCMNY
521
Buckingham Capital Management (New York)
New York
$4.59M -$459K -9,600 -9%
SM
522
Selkirk Management
New Jersey
$4.59M – – –
CTA
523
Colonial Trust Advisors
South Carolina
$4.57M -$30K -628 -0.7%
HRIA
524
Haberer Registered Investment Advisor
Ohio
$4.56M -$1.61M -33,720 -26%
ST
525
Spinnaker Trust
Maine
$4.55M -$22.5K -472 -0.5%
19 20
21
22 23