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 %
TSW
951
Thompson Siegel & Walmsley
Virginia
$442K -$769K -13,800 -64%
DD
952
Dominick & Dominick
New York
$442K -$5.57K -100 -1%
EIM
953
Essex Investment Management
Massachusetts
$437K – – –
GGPS
954
Gary Goldberg Planning Services
New York
$429K +$75K +1,348 +21%
HB
955
Homrich & Berg
Georgia
$424K +$424K +7,608 New
MBT
956
Montecito Bank & Trust
California
$424K +$424K +7,624 New
NEAM
957
New England Asset Management
Connecticut
$423K – – –
NIMI
958
Natixis Investment Managers International
France
$418K – – –
WA
959
Waverly Advisors
Alabama
$412K +$10K +180 +2%
BCM
960
Beck Capital Management
Texas
$411K +$411K +7,568 New
GJCM
961
Grand Jean Capital Management
California
$410K +$134K +2,400 +48%
BHB
962
Bank Hapoalim BM
Israel
$410K +$410K +7,360 New
BWP
963
Baldwin Wealth Partners
Massachusetts
$408K -$40.6K -728 -9%
RNS
964
Robert N. Shapiro
$408K +$15.8K +284 +4%
RMDI
965
R.M. Davis Inc
Maine
$408K +$59.6K +1,072 +17%
WIC
966
Wood Investment Counsel
Colorado
$403K – – –
PMFA
967
Plante Moran Financial Advisors
Michigan
$401K +$35K +628 +10%
Fuller & Thaler Asset Management
968
Fuller & Thaler Asset Management
California
$401K +$66.8K +1,200 +20%
AWCI
969
Alpine Woods Capital Investors
New York
$390K +$22.3K +400 +6%
BJL
970
Brighton Jones LLC
Washington
$390K +$146K +2,620 +60%
CFA
971
Cahill Financial Advisors
Minnesota
$389K +$389K +6,976 New
MCWS
972
McKinley Carter Wealth Services
West Virginia
$386K +$93.4K +1,680 +32%
MIC
973
MU Investments Company
Japan
$385K -$44K -800 -10%
SEC
974
Seven Eight Capital
New York
$379K +$379K +6,800 New
Twin Tree Management
975
Twin Tree Management
Texas
$377K +$377K +6,780 New
37 38
39
40 41