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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
+$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 %
HHGA
776
Halbert Hargrove Global Advisors
California
$911K -$26.6K -556 -3%
CCP
777
Clarkston Capital Partners
Michigan
$890K +$31.9K +668 +4%
TCM
778
Tran Capital Management
California
$889K -$23.1K -484 -3%
TFA
779
Transamerica Financial Advisors
Florida
$888K +$354K +7,416 +66%
FCH
780
Freestone Capital Holdings
Washington
$883K +$11.1K +232 +1%
AIM
781
Aspen Investment Management
Michigan
$877K – – –
BFO
782
Boston Family Office
Massachusetts
$870K +$53.5K +1,120 +7%
OPCM
783
Osborne Partners Capital Management
California
$869K -$39.2K -820 -4%
BMO
784
Beck Mack & Oliver
New York
$865K +$43.9K +920 +5%
VF
785
Virtu Financial
New York
$863K +$863K +18,060 New
Millennium Management
786
Millennium Management
New York
$860K -$46.9M -981,404 -98%
FB
787
Fulton Bank
Pennsylvania
$857K +$18.5K +388 +2%
SC
788
SouthState Corp
Florida
$853K +$139K +2,908 +19%
RFS
789
Rockefeller Financial Services
New York
$841K – – –
CWM
790
Concert Wealth Management
California
$835K +$42.5K +896 +5%
B
791
BancorpSouth
Mississippi
$833K -$1.72K -36 -0.2%
GVT
792
Genesee Valley Trust
New York
$825K +$89.6K +1,876 +12%
OMCS
793
Old Mutual Customised Solutions
South Africa
$822K +$57.3K +1,200 +8%
SSB
794
Sandy Spring Bank
Maryland
$805K -$45.9K -960 -5%
FAAS
795
First Allied Advisory Services
California
$795K +$64.4K +1,340 +9%
EWM
796
Endurance Wealth Management
Rhode Island
$784K – – –
GIS
797
Guardian Investor Services
New York
$776K -$24.7K -516 -3%
BOTW
798
Bank of the West
California
$770K +$139K +2,908 +22%
MHC
799
Meyer Handelman Company
New York
$764K – – –
NIM
800
NuWave Investment Management
New Jersey
$763K +$733K +15,336 +2,411%
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