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Visa
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Overview Fund Activity

1,150 hedge funds and large institutions have $101B invested in Visa in 2013 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 403 increasing their positions, 466 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
+70
Holders Change %
+6.48%
% of All Funds
33.4%
Holding in Top 10
146
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+21.67%
% of All Funds
4.24%
New
147
Increased
403
Reduced
466
Closed
65
Calls
$1.11B
Puts
$1.4B
Net Calls
-$293M
Net Calls Change
-$4.91M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$423M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$415M
3
MAM
Magellan Asset Management
Australia
+$273M
4
Nomura Holdings
Nomura Holdings
Japan
+$266M
5
Wells Fargo
Wells Fargo
California
+$223M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$296M
2
LPC
Lone Pine Capital
Connecticut
-$238M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$144M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$140M
5
JHIU
Janus Henderson Investors US
Colorado
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
701
Saybrook Capital
North Carolina
$2.49M +$2.49M +44,660 New
SCM
702
Siphron Capital Management
California
$2.48M -$1.49M -26,840 -38%
BC
703
Burney Company
Virginia
$2.47M +$181K +3,256 +8%
FIM
704
Fernwood Investment Management
Massachusetts
$2.46M +$2.46M +44,140 New
AssetMark Inc
705
AssetMark Inc
California
$2.45M -$85.3K -1,532 -3%
CAM
706
Columbia Asset Management
Michigan
$2.43M +$2.43M +43,728 New
EHWM
707
Eads & Heald Wealth Management
Georgia
$2.42M +$4.9K +88 +0.2%
HC
708
Hendley & Co
Ohio
$2.41M +$32.3K +580 +1%
WRM
709
Westport Resources Management
Connecticut
$2.37M +$83.5K +1,500 +4%
KCP
710
KDI Capital Partners
North Carolina
$2.36M – – –
IIM
711
Ivory Investment Management
New York
$2.36M -$710K -12,752 -23%
DPIM
712
Duff & Phelps Investment Management
Illinois
$2.34M +$75.7K +1,360 +3%
RBA
713
Richard Bernstein Advisors
New York
$2.34M -$1.39M -25,028 -37%
PAG
714
Private Advisor Group
New Jersey
$2.33M +$2.33M +41,860 New
CIM
715
CenturyLink Investment Management
Colorado
$2.32M -$436K -7,840 -16%
BCMU
716
BlueCrest Capital Management (UK)
Guernsey
$2.32M +$1.78M +32,000 +333%
WCA
717
Waratah Capital Advisors
Ontario, Canada
$2.32M +$2.32M +41,600 New
Rafferty Asset Management
718
Rafferty Asset Management
New York
$2.29M -$977K -17,548 -30%
ECM
719
Everence Capital Management
Indiana
$2.27M -$214K -3,840 -9%
WFM
720
Wilmington Funds Management
Delaware
$2.26M -$779K -14,000 -26%
ECAM
721
East Coast Asset Management
Massachusetts
$2.24M +$214K +3,840 +11%
FNT
722
First National Trust
Pennsylvania
$2.19M +$15.1K +272 +0.7%
SFSIG
723
San Francisco Sentry Investment Group
California
$2.16M – – –
BSB
724
Bangor Savings Bank
Maine
$2.14M +$64.1K +1,152 +3%
TWM
725
Torch Wealth Management
Ohio
$2.14M +$2.14M +38,360 New
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