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Visa
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Overview Fund Activity

1,272 hedge funds and large institutions have $119B invested in Visa in 2014 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 416 increasing their positions, 508 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,272
Holders Change
+125
Holders Change %
+10.9%
% of All Funds
33.95%
Holding in Top 10
173
Holding in Top 10 Change
+57
Holding in Top 10 Change %
+49.14%
% of All Funds
4.62%
New
195
Increased
416
Reduced
508
Closed
54
Calls
$892M
Puts
$1.52B
Net Calls
-$626M
Net Calls Change
-$281M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.03B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$584M
3
LPC
Lone Pine Capital
Connecticut
+$464M
4
CG
Carmignac Gestion
France
+$443M
5
LPU
Lansdowne Partners (UK)
United Kingdom
+$281M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$556M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$506M
3
BA
BlackRock Advisors
Delaware
-$269M
4
JHIU
Janus Henderson Investors US
Colorado
-$154M
5
SA
SPO Advisory
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWI
801
Thomas White International
Illinois
$1.82M +$131K +2,000 +8%
RAM
802
Redmond Asset Management
Virginia
$1.81M -$26.2K -400 -1%
UR
803
USCA RIA
Texas
$1.81M -$46.9K -716 -3%
SI
804
Scharf Investments
California
$1.79M +$1.79M +27,340 New
CIM
805
CIM Investment Management
Pennsylvania
$1.78M – – –
MCG
806
Meru Capital Group
New York
$1.78M +$1.78M +27,200 New
EFS
807
Essex Financial Services
Connecticut
$1.78M +$147K +2,240 +9%
MIM
808
Midwest Investment Management
Ohio
$1.76M -$1.85M -28,196 -51%
LSCM
809
LaSalle Street Capital Management
Illinois
$1.76M +$1.76M +26,800 New
FSC
810
Fiduciary Services Corp
Georgia
$1.76M +$29.1K +444 +2%
CI
811
CAZ Investments
Texas
$1.76M +$1.76M +26,768 New
CWM
812
Concert Wealth Management
California
$1.75M -$105K -1,604 -6%
AP
813
Advisor Partners
California
$1.75M +$1.75M +27,236 New
MNBTD
814
Moody National Bank Trust Division
Texas
$1.75M +$1.75M +26,620 New
EWM
815
Elite Wealth Management
Washington
$1.74M +$1.74M +26,520 New
Cohen & Steers
816
Cohen & Steers
New York
$1.73M – – –
NEIRG
817
New England Investment & Retirement Group
Massachusetts
$1.72M +$22.8K +348 +1%
MMG
818
Monetary Management Group
Missouri
$1.72M – – –
MCM
819
Mazama Capital Management
Oregon
$1.7M -$319K -4,864 -16%
Luther King Capital Management (LKCM)
820
Luther King Capital Management (LKCM)
Texas
$1.69M +$196K +2,984 +13%
CIM
821
CenturyLink Investment Management
Colorado
$1.68M +$627K +9,564 +60%
IB
822
Intrust Bank
Kansas
$1.68M +$154K +2,356 +10%
WSCM
823
Wellington Shields Capital Management
New York
$1.67M – – –
CSS
824
Cubist Systematic Strategies
Connecticut
$1.66M -$544K -8,300 -25%
WS
825
Wedbush Securities
California
$1.66M -$2.1K -32 -0.1%
31 32
33
34 35