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Visa
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Overview Fund Activity

1,147 hedge funds and large institutions have $96B invested in Visa in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 446 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
33.3%
Holding in Top 10
116
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.41%
% of All Funds
3.37%
New
59
Increased
446
Reduced
481
Closed
60
Calls
$776M
Puts
$1.12B
Net Calls
-$345M
Net Calls Change
-$96M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$695M
2
Capital World Investors
Capital World Investors
California
+$182M
3
SA
SPO Advisory
California
+$160M
4
UBS AM
UBS AM
Illinois
+$140M
5
American Century Companies
American Century Companies
Missouri
+$126M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$810M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$394M
3
JHIU
Janus Henderson Investors US
Colorado
-$253M
4
Citadel Advisors
Citadel Advisors
Florida
-$217M
5
MSE
MUFG Securities EMEA
United Kingdom
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
926
Dana Investment Advisors
Wisconsin
$557K +$20.9K +392 +4%
HHGA
927
Halbert Hargrove Global Advisors
California
$546K -$243K -4,568 -31%
GI
928
Gradient Investments
Minnesota
$545K -$5.97K -112 -1%
OMCS
929
Old Mutual Customised Solutions
South Africa
$533K -$298K -5,600 -36%
Fayez Sarofim & Co
930
Fayez Sarofim & Co
Texas
$532K -$97.1K -1,820 -15%
GGPS
931
Gary Goldberg Planning Services
New York
$532K -$46.3K -868 -8%
AIM
932
Acropolis Investment Management
Missouri
$527K +$7.47K +140 +1%
PRA
933
Parametric Risk Advisors
Connecticut
$524K +$139K +2,600 +36%
BSW
934
Buckingham Strategic Wealth
Missouri
$521K +$521K +9,760 New
FC
935
Farley Capital
New York
$512K -$1.99M -37,276 -80%
KIA
936
KCM Investment Advisors
California
$504K +$213 +4 +0%
CCM
937
Cupps Capital Management
Illinois
$501K -$180K -3,380 -26%
HCM
938
Hodges Capital Management
Texas
$499K – – –
PMFA
939
Plante Moran Financial Advisors
Michigan
$499K +$28.8K +540 +6%
TFF
940
Timothy F. Fidgeon
$489K +$10.7K +200 +2%
LPT
941
Legacy Private Trust
Wisconsin
$483K +$228K +4,280 +90%
DWT
942
Dorsey & Whitney Trust
South Dakota
$479K -$51.6K -968 -10%
SC
943
Saiers Capital
New York
$473K -$1.21M -22,736 -72%
Dodge & Cox
944
Dodge & Cox
California
$472K +$472K +8,852 New
FHB
945
First Hawaiian Bank
Hawaii
$471K -$2.56K -48 -0.5%
FWCM
946
Ferguson Wellman Capital Management
Oregon
$466K -$26K -488 -5%
WJA
947
Williams Jones & Associates
New York
$466K +$69.3K +1,300 +17%
SI
948
SII Investments
Wisconsin
$463K +$22.4K +420 +5%
BC
949
Banced Corp
Illinois
$462K -$19.4K -364 -4%
JIC
950
Johnson Investment Counsel
Ohio
$462K -$13.9K -260 -3%
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