V icon

Visa
V

Overview Fund Activity

1,147 hedge funds and large institutions have $96B invested in Visa in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 446 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
33.3%
Holding in Top 10
116
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.41%
% of All Funds
3.37%
New
59
Increased
446
Reduced
481
Closed
60
Calls
$776M
Puts
$1.12B
Net Calls
-$345M
Net Calls Change
-$96M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$695M
2
Capital World Investors
Capital World Investors
California
+$182M
3
SA
SPO Advisory
California
+$160M
4
UBS AM
UBS AM
Illinois
+$140M
5
American Century Companies
American Century Companies
Missouri
+$126M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$810M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$394M
3
JHIU
Janus Henderson Investors US
Colorado
-$253M
4
Citadel Advisors
Citadel Advisors
Florida
-$217M
5
MSE
MUFG Securities EMEA
United Kingdom
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
701
Westend Capital Management
California
$2.32M +$69.8K +1,356 +3%
NRS
702
Neville Rodie & Shaw
New York
$2.3M +$10.7K +200 +0.5%
OI
703
Oakbrook Investments
Illinois
$2.29M -$325K -6,100 -12%
WRM
704
Westport Resources Management
Connecticut
$2.26M – – –
FMLI
705
Fukoku Mutual Life Insurance
Japan
$2.25M +$1.45M +27,200 +182%
RBA
706
Richard Bernstein Advisors
New York
$2.24M – – –
CC
707
ClearArc Capital
Ohio
$2.21M +$17.9K +336 +0.8%
BCMO
708
Buckingham Capital Management (Ohio)
Ohio
$2.2M +$30.1K +564 +1%
MBTD
709
Mechanics Bank - Trust Department
California
$2.18M -$117K -2,200 -5%
Envestnet Asset Management
710
Envestnet Asset Management
Illinois
$2.18M +$269K +5,048 +14%
PM
711
Platinum Management
New York
$2.18M +$2.18M +40,800 New
ECM
712
Everence Capital Management
Indiana
$2.17M – – –
BG
713
Bahl & Gaynor
Ohio
$2.13M +$25.8K +484 +1%
SFSIG
714
San Francisco Sentry Investment Group
California
$2.12M +$1.71K +32 +0.1%
FMBTD
715
First Midwest Bank Trust Division
Illinois
$2.1M -$931K -17,448 -31%
Mariner
716
Mariner
Kansas
$2.1M -$622K -11,668 -23%
DPIM
717
Duff & Phelps Investment Management
Illinois
$2.09M -$154K -2,880 -7%
Fuller & Thaler Asset Management
718
Fuller & Thaler Asset Management
California
$2.09M – – –
GP
719
Girard Partners
Pennsylvania
$2.08M +$162K +3,040 +8%
EHWM
720
Eads & Heald Wealth Management
Georgia
$2.05M -$82.6K -1,548 -4%
CI
721
Constellation Investments
Ohio
$2.05M – – –
TWM
722
Torch Wealth Management
Ohio
$2.04M -$39.3K -736 -2%
PFP
723
Pinnacle Financial Partners
Tennessee
$2.02M +$104K +1,944 +5%
GLA
724
Great Lakes Advisors
Illinois
$2.01M +$1.27M +23,796 +172%
Northwestern Mutual Wealth Management
725
Northwestern Mutual Wealth Management
Wisconsin
$1.98M +$371K +6,952 +23%
27 28
29
30 31