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Visa
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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 %
CTC
851
Central Trust Company
Missouri
$858K +$153K +2,740 +22%
SCM
852
Shelton Capital Management
Colorado
$856K – – –
WA
853
WBH Advisory
Maryland
$850K – – –
BRWA
854
B. Riley Wealth Advisors
Florida
$845K +$69.5K +1,248 +9%
BHWM
855
Bar Harbor Wealth Management
New Hampshire
$843K -$5.57K -100 -0.7%
RBC
856
Ronald Blue & Co
Georgia
$843K +$10.7K +192 +1%
CCA
857
Cobblestone Capital Advisors
New York
$836K +$10K +180 +1%
OA
858
OFI Advisors
Pennsylvania
$836K +$60.8K +1,092 +8%
TCM
859
Telos Capital Management
California
$834K -$40.1K -720 -5%
JFGIW
860
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$826K +$41K +736 +5%
HEIP
861
Hudson Edge Investment Partners
New Jersey
$825K -$34.5K -620 -4%
WMSA
862
Weiss Multi-Strategy Advisers
New York
$815K -$10.7M -192,760 -93%
RCAG
863
Rehmann Capital Advisory Group
Michigan
$814K +$53.2K +956 +7%
ST
864
Smithfield Trust
Pennsylvania
$808K -$33.8K -608 -4%
HH
865
Hilltop Holdings
Texas
$802K -$51.8K -932 -6%
FT
866
Fiduciary Trust
Massachusetts
$786K – – –
ARMT
867
Amica Retiree Medical Trust
Rhode Island
$785K +$785K +14,104 New
SFU
868
Stonehage Fleming (UK)
United Kingdom
$784K +$784K +14,080 New
IPRC
869
Indices-Pac Research Corporation
New Jersey
$772K -$34.1K -612 -4%
TSBJ
870
Trevor, Stewart, Burton & Jacobsen
New York
$769K +$769K +13,820 New
PJSIMP
871
P.J. Schmidt Investment Management (PJS)
Wisconsin
$764K +$242K +4,340 +46%
SFM
872
Systematic Financial Management
New Jersey
$757K – – –
GLA
873
Great Lakes Advisors
Illinois
$749K +$3.12K +56 +0.4%
I
874
IberiaBank
Louisiana
$747K -$16K -288 -2%
WSCM
875
Wellington Shields Capital Management
New York
$743K – – –
33 34
35
36 37