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Visa
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Overview Fund Activity

1,324 hedge funds and large institutions have $118B invested in Visa in 2015 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 506 increasing their positions, 512 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+52
Holders Change %
+4.09%
% of All Funds
35.32%
Holding in Top 10
164
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.2%
% of All Funds
4.37%
New
128
Increased
506
Reduced
512
Closed
59
Calls
$678M
Puts
$1.1B
Net Calls
-$419M
Net Calls Change
+$207M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$504M
2
Citadel Advisors
Citadel Advisors
Florida
+$297M
3
ECU
Egerton Capital (UK)
United Kingdom
+$294M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
EIP
Epoch Investment Partners
New York
+$203M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.23B
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.09B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$564M
4
SA
SPO Advisory
California
-$357M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
901
ICC Capital Management
Florida
$1.31M -$5.23K -80 -0.4%
RBC
902
Ronald Blue & Co
Georgia
$1.3M +$121K +1,851 +10%
SCA
903
Salient Capital Advisors
Texas
$1.29M +$121K +1,844 +10%
FWM
904
Frontier Wealth Management
Missouri
$1.28M -$178K -2,716 -12%
FT
905
Fiduciary Trust
Massachusetts
$1.27M -$7.86K -120 -0.6%
MA
906
Montag & Associates
Georgia
$1.25M – – –
Acadian Asset Management
907
Acadian Asset Management
Massachusetts
$1.24M +$1.23M +18,844 +16,825%
RAM
908
RWC Asset Management
United Kingdom
$1.23M -$621K -9,500 -34%
MCC
909
Mid Continent Capital
Illinois
$1.23M +$157K +2,400 +15%
MAM
910
Mastrapasqua Asset Management
Tennessee
$1.21M -$4.67M -89,121 -79%
EWM
911
Endurance Wealth Management
Rhode Island
$1.21M – – –
HAG
912
HighPoint Advisor Group
Illinois
$1.2M +$1.2M +18,325 New
CCP
913
Clarkston Capital Partners
Michigan
$1.2M -$324K -4,956 -21%
TSWM
914
Triangle Securities Wealth Management
North Carolina
$1.19M -$18.6K -284 -2%
HHGA
915
Halbert Hargrove Global Advisors
California
$1.19M +$479K +7,328 +68%
WF
916
WealthTrust Fairport
Ohio
$1.17M +$11.2K +172 +1%
AI
917
Atria Investments
North Carolina
$1.17M -$23.1K -353 -2%
AL
918
Airain Ltd
Guernsey
$1.16M +$1.16M +17,732 New
FTC
919
Farmers Trust Company
Ohio
$1.15M +$1.15M +17,516 New
BAM
920
Bruderman Asset Management
New York
$1.14M +$1.14M +17,492 New
ICOA
921
Investment Centers of America
North Dakota
$1.14M +$292K +4,455 +34%
HCM
922
Hodges Capital Management
Texas
$1.14M +$524K +8,015 +86%
BEC
923
Blue Edge Capital
Virginia
$1.13M -$6.8K -104 -0.6%
ASN
924
Advisory Services Network
Georgia
$1.12M +$13.2K +202 +1%
BRWA
925
B. Riley Wealth Advisors
Florida
$1.12M -$639K -9,774 -36%
35 36
37
38 39