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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 %
HRC
926
Hoertkorn Richard Charles
$523K +$523K +9,400 New
CL
927
CFS LLC
Oklahoma
$512K – – –
VAM
928
Visium Asset Management
New York
$512K +$30.7K +552 +6%
LJAC
929
L.J. Altfest & Co
New York
$512K +$512K +9,196 New
SAMC
930
Shinko Asset Management Company
Japan
$501K -$33.2K -596 -6%
PWM
931
Perigon Wealth Management
California
$495K +$495K +8,896 New
WPW
932
Waldron Private Wealth
Pennsylvania
$490K +$490K +8,796 New
CFA
933
Carroll Financial Associates
North Carolina
$487K +$125K +2,248 +35%
DWA
934
Dorsey Wright & Associates
California
$486K +$14K +260 +3%
JIC
935
Johnson Investment Counsel
Ohio
$478K -$86.2K -1,552 -15%
SGAM
936
Steinberg Global Asset Management
Florida
$472K – – –
EA
937
Emerald Advisers
Pennsylvania
$469K -$14.3K -256 -3%
FWCM
938
Ferguson Wellman Capital Management
Oregon
$469K – – –
BA
939
Bridgewater Associates
Connecticut
$468K +$468K +8,404 New
SI
940
SII Investments
Wisconsin
$467K +$8.01K +144 +2%
CL
941
CPWM LLC
Washington
$463K +$6.68K +120 +1%
MCM
942
Manchester Capital Management
Vermont
$459K -$100K -1,800 -18%
MFW
943
Meristem Family Wealth
Minnesota
$458K +$22.2K +400 +5%
CDH
944
Charles D. Hyman
$456K -$11.1K -200 -2%
CAMI
945
Concord Asset Management (Illinois)
Illinois
$456K – – –
CTI
946
Community Trust & Investment
Kentucky
$445K -$8.69K -156 -2%
GL
947
Globe Life
Texas
$445K – – –
MGIA
948
Moneta Group Investment Advisors
Missouri
$445K – – –
FHA
949
First Horizon Advisors
Tennessee
$445K +$118K +2,164 +36%
HCM
950
Hodges Capital Management
Texas
$443K – – –
36 37
38
39 40