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 %
BEC
826
Blue Edge Capital
Virginia
$1.03M +$1.03M +18,572 New
HFS
827
HL Financial Services
Kentucky
$1.02M -$2.09M -37,632 -67%
AIM
828
Aspen Investment Management
Michigan
$1M -$17.8K -320 -2%
BMO
829
Beck Mack & Oliver
New York
$998K -$10.7K -192 -1%
EWM
830
Endurance Wealth Management
Rhode Island
$995K +$81.2K +1,460 +9%
OPCM
831
Osborne Partners Capital Management
California
$976K -$37.4K -672 -4%
TCM
832
Tran Capital Management
California
$973K -$62.8K -1,128 -6%
CG
833
Colony Group
Massachusetts
$973K +$455K +8,168 +88%
B
834
BancorpSouth
Mississippi
$967K -$3.79K -68 -0.4%
TFA
835
Transamerica Financial Advisors
Florida
$961K -$74.4K -1,336 -7%
ASN
836
Advisory Services Network
Georgia
$960K +$960K +17,240 New
OMCS
837
Old Mutual Customised Solutions
South Africa
$958K – – –
IIM
838
Intact Investment Management
Quebec, Canada
$957K +$957K +17,200 New
FCH
839
Freestone Capital Holdings
Washington
$953K -$76.2K -1,368 -7%
SC
840
SouthState Corp
Florida
$941K -$52.3K -940 -5%
GIS
841
Guardian Investor Services
New York
$921K +$16.7K +300 +2%
SSB
842
Sandy Spring Bank
Maryland
$910K -$28.5K -512 -3%
WB
843
WesBanco Bank
West Virginia
$910K +$72.3K +1,300 +9%
MC
844
Miles Capital
Iowa
$907K -$577K -10,360 -39%
MHC
845
Meyer Handelman Company
New York
$891K – – –
HHGA
846
Halbert Hargrove Global Advisors
California
$877K -$184K -3,308 -17%
PCM
847
Palisade Capital Management
New Jersey
$876K +$196K +3,528 +29%
BOTW
848
Bank of the West
California
$873K -$25.2K -452 -3%
1GA
849
1st Global Advisors
Texas
$872K +$668 +12 +0.1%
PCM
850
Parsons Capital Management
Rhode Island
$870K +$4.9K +88 +0.6%
32 33
34
35 36