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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 %
HIMC
1001
Heritage Investors Management Corp
Maryland
$325K -$4.45K -80 -1%
GI
1002
Glovista Investments
New Jersey
$324K +$223 +4 +0.1%
RT
1003
Reliance Trust
Georgia
$322K -$4.46K -80 -1%
BMC
1004
Benin Management Corp
Connecticut
$308K -$178K -3,200 -37%
TIA
1005
Tiemann Investment Advisors
California
$302K +$302K +5,432 New
Jacobs Levy Equity Management
1006
Jacobs Levy Equity Management
New Jersey
$301K -$55.1M -989,000 -99%
UBWV
1007
United Bank (West Virginia)
West Virginia
$300K +$11.8K +212 +4%
CPO
1008
Cerity Partners OCIO
New York
$295K -$89.1K -1,600 -23%
BONST
1009
Bank of Nova Scotia Trust
Ontario, Canada
$294K +$5.57K +100 +2%
CS
1010
Comerica Securities
Michigan
$293K -$11.4K -204 -4%
NPIT
1011
National Penn Investors Trust
Pennsylvania
$293K – – –
PFA
1012
Paradigm Financial Advisors
Missouri
$292K +$292K +5,240 New
WIS
1013
Wright Investors Service
Connecticut
$291K -$486K -8,724 -63%
Pacer Advisors
1014
Pacer Advisors
Pennsylvania
$283K +$283K +4,312 New
PTC
1015
Private Trust Company
Ohio
$282K +$41.4K +744 +17%
GAG
1016
GM Advisory Group
New York
$281K +$281K +5,056 New
PGIM
1017
Pacific Global Investment Management
California
$276K – – –
CCM
1018
Catawba Capital Management
Virginia
$276K – – –
ICOA
1019
Investment Centers of America
North Dakota
$275K -$335K -6,932 -55%
BTW
1020
Boston Trust Walden
Massachusetts
$274K – – –
CC
1021
Courier Capital
New York
$274K +$274K +4,920 New
FPA
1022
Fieldpoint Private Advisors
New York
$272K +$272K +4,880 New
TCOV
1023
Trust Company of Vermont
Vermont
$271K +$81.3K +1,464 +43%
CCT
1024
Chemung Canal Trust
New York
$271K +$271K +4,860 New
RC
1025
RegentAtlantic Capital
New Jersey
$266K -$116K -2,088 -30%
39 40
41
42 43