V icon

Visa
V

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 %
MFS
801
MSI Financial Services
Massachusetts
$1.2M +$109K +1,956 +10%
EWM
802
Evercore Wealth Management
New York
$1.2M +$431K +7,740 +56%
LNWWM
803
Laird Norton Wetherby Wealth Management
California
$1.19M +$39.4K +708 +3%
Mariner
804
Mariner
Kansas
$1.19M +$53.9K +968 +5%
FFC
805
First Financial Corp
Indiana
$1.17M -$479K -8,600 -29%
ABC
806
Associated Banc-Corp
Wisconsin
$1.17M -$18.9K -340 -2%
AWP
807
Ascent Wealth Partners
New York
$1.15M +$1.15M +20,692 New
FCB
808
First Citizens Bancorporation
South Carolina
$1.15M -$28.3K -508 -2%
LIA
809
LS Investment Advisors
Michigan
$1.14M +$541K +9,708 +90%
CIM
810
Calvert Investment Management
Maryland
$1.13M +$20.9K +376 +2%
LW
811
Linscomb Wealth
Texas
$1.12M +$19.4K +348 +2%
PRHC
812
P.R. Herzig & Co
New York
$1.11M -$646K -11,600 -37%
GCM
813
Glynn Capital Management
California
$1.11M – – –
FB
814
Fulton Bank
Pennsylvania
$1.11M +$113K +2,036 +11%
CIP
815
Centerline Investment Partners
New York
$1.11M +$1.11M +20,000 New
IAM
816
Integre Asset Management
New York
$1.11M -$58.1K -1,044 -5%
GT
817
Greenleaf Trust
Michigan
$1.11M – – –
FAAS
818
First Allied Advisory Services
California
$1.11M +$184K +3,316 +20%
BTNA
819
Bremer Trust National Association
Minnesota
$1.1M -$22.7K -408 -2%
FCFC
820
First Commonwealth Financial Corp
Pennsylvania
$1.09M -$16.9K -304 -2%
FBT
821
First Bankers Trust
Kentucky
$1.09M -$5.57K -100 -0.5%
WF
822
WealthTrust Fairport
Ohio
$1.09M -$31.4K -564 -3%
BFO
823
Boston Family Office
Massachusetts
$1.05M +$33.4K +600 +3%
CCM
824
CrestPoint Capital Management
Missouri
$1.05M +$1.05M +18,800 New
CCP
825
Clarkston Capital Partners
Michigan
$1.05M +$9.79K +176 +0.9%
31 32
33
34 35