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Visa
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Overview Fund Activity

1,272 hedge funds and large institutions have $119B invested in Visa in 2014 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 416 increasing their positions, 508 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,272
Holders Change
+125
Holders Change %
+10.9%
% of All Funds
33.95%
Holding in Top 10
173
Holding in Top 10 Change
+57
Holding in Top 10 Change %
+49.14%
% of All Funds
4.62%
New
195
Increased
416
Reduced
508
Closed
54
Calls
$892M
Puts
$1.52B
Net Calls
-$626M
Net Calls Change
-$281M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.03B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$584M
3
LPC
Lone Pine Capital
Connecticut
+$464M
4
CG
Carmignac Gestion
France
+$443M
5
LPU
Lansdowne Partners (UK)
United Kingdom
+$281M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$556M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$506M
3
BA
BlackRock Advisors
Delaware
-$269M
4
JHIU
Janus Henderson Investors US
Colorado
-$154M
5
SA
SPO Advisory
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTI
951
Community Trust & Investment
Kentucky
$745K -$34.1K -520 -4%
NAMA
952
Nikko Asset Management Americas
New York
$741K -$2.33M -35,200 -76%
CCA
953
Catalyst Capital Advisors
New York
$731K – – –
GLI
954
Guardian Life Insurance
New York
$730K -$4.2K -64 -0.6%
WHI
955
William Harris Investors
Illinois
$729K – – –
MBT
956
Montecito Bank & Trust
California
$714K +$11.3K +172 +2%
HHGA
957
Halbert Hargrove Global Advisors
California
$711K +$39.6K +604 +6%
Boston Partners
958
Boston Partners
Massachusetts
$706K – – –
EWM
959
Evercore Wealth Management
New York
$705K +$15K +228 +2%
NCMW
960
Northern Capital Management (Wisconsin)
Wisconsin
$701K – – –
HH
961
Hilltop Holdings
Texas
$695K -$116K -1,764 -14%
CCM
962
Compton Capital Management
Rhode Island
$694K -$45.9K -700 -6%
ST
963
Smithfield Trust
Pennsylvania
$683K +$194K +2,956 +40%
SA
964
Strategic Advisors
New York
$682K -$5.25K -80 -0.8%
SI
965
SII Investments
Wisconsin
$680K +$115K +1,772 +20%
TFF
966
Timothy F. Fidgeon
$678K +$78.5K +1,200 +13%
RC
967
RBO & Co
California
$672K +$672K +10,252 New
HW
968
Hedeker Wealth
Illinois
$667K +$667K +10,180 New
FPFS
969
First Personal Financial Services
North Carolina
$655K +$655K +10,000 New
Fayez Sarofim & Co
970
Fayez Sarofim & Co
Texas
$653K – – –
TFA
971
Transamerica Financial Advisors
Florida
$644K -$314K -4,792 -33%
BSW
972
Buckingham Strategic Wealth
Missouri
$644K +$4.46K +68 +0.7%
PMFA
973
Plante Moran Financial Advisors
Michigan
$644K +$31.4K +480 +5%
LJAC
974
L.J. Altfest & Co
New York
$643K +$643K +9,808 New
VF
975
Virtu Financial
New York
$641K -$411K -6,272 -39%
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