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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 %
SGAM
951
Steinberg Global Asset Management
Florida
$462K – – –
MCM
952
Manchester Capital Management
Vermont
$461K -$37.4K -700 -7%
RP
953
Reinhart Partners
Wisconsin
$460K – – –
CDH
954
Charles D. Hyman
$459K – – –
ASN
955
Advisory Services Network
Georgia
$458K -$74.7K -1,400 -14%
MFW
956
Meristem Family Wealth
Minnesota
$457K +$63K +1,180 +16%
VCAM
957
Valentine Capital Asset Management
California
$456K -$4.66M -87,448 -91%
CIC
958
Chilton Investment Company
Connecticut
$456K +$456K +8,540 New
WPW
959
Waldron Private Wealth
Pennsylvania
$449K -$26.9K -504 -6%
AIM
960
Aspen Investment Management
Michigan
$448K -$578K -10,840 -56%
PWM
961
Perigon Wealth Management
California
$442K -$29.2K -548 -6%
BWP
962
Baldwin Wealth Partners
Massachusetts
$433K – – –
MPI
963
Mairs & Power Inc
Minnesota
$433K +$16.2K +304 +4%
TYCC
964
Texas Yale Capital Corp
Florida
$430K +$212K +3,964 +97%
GL
965
Globe Life
Texas
$427K – – –
MGIA
966
Moneta Group Investment Advisors
Missouri
$427K – – –
ST
967
SpiderRock Trading
Illinois
$424K -$63K – –
FHA
968
First Horizon Advisors
Tennessee
$419K -$29.6K -556 -7%
FANJ
969
Financial Architects (New Jersey)
New Jersey
$419K +$213 +4 +0.1%
VFS
970
VSR Financial Services
Kansas
$418K +$175K +3,284 +72%
CT
971
Cambridge Trust
Massachusetts
$417K +$76.6K +1,436 +23%
SAMC
972
Shinko Asset Management Company
Japan
$416K +$21.4K +400 +5%
CIA
973
Capital Investment Advisors
Georgia
$403K -$5.33K -100 -1%
AWA
974
ARS Wealth Advisors
Florida
$400K +$213 +4 +0.1%
ST
975
Smithfield Trust
Pennsylvania
$398K -$11.3K -212 -3%
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