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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 %
CIC
1001
Chilton Investment Company
Connecticut
$560K – – –
FWCM
1002
Ferguson Wellman Capital Management
Oregon
$553K -$19.7K -300 -3%
FHA
1003
First Horizon Advisors
Tennessee
$549K +$30.8K +468 +6%
SGAM
1004
Steinberg Global Asset Management
Florida
$548K -$19.7K -300 -3%
PWM
1005
Perigon Wealth Management
California
$544K – – –
MCM
1006
Manchester Capital Management
Vermont
$540K -$26.2K -400 -5%
OWP
1007
Obermeyer Wealth Partners
Colorado
$540K +$540K +8,240 New
RNS
1008
Robert N. Shapiro
$538K -$377K -5,752 -41%
MPI
1009
Mairs & Power Inc
Minnesota
$532K – – –
FHB
1010
First Hawaiian Bank
Hawaii
$530K -$48.5K -740 -8%
TYCC
1011
Texas Yale Capital Corp
Florida
$528K – – –
W
1012
Wealthfront
California
$525K -$204K -3,108 -28%
MGIA
1013
Moneta Group Investment Advisors
Missouri
$524K – – –
GL
1014
Globe Life
Texas
$524K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
1015
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$524K +$524K +8,000 New
AIM
1016
Aspen Investment Management
Michigan
$520K -$31K -472 -6%
GWCM
1017
Godshalk Welsh Capital Management
Pennsylvania
$511K +$511K +7,800 New
MGAM
1018
McGowan Group Asset Management
Texas
$503K +$503K +7,680 New
TSS
1019
Two Sigma Securities
New York
$501K +$501K +7,640 New
LH
1020
Lebenthal Holdings
New York
$501K +$501K +7,644 New
CIA
1021
Capital Investment Advisors
Georgia
$495K -$525 -8 -0.1%
DLHL
1022
Donald L. Hagan LLC
Florida
$493K +$493K +7,516 New
FANJ
1023
Financial Architects (New Jersey)
New Jersey
$490K -$24.9K -380 -5%
LWM
1024
Lenox Wealth Management
Ohio
$478K +$241K +4,056 +102%
HSA
1025
HBK Sorce Advisory
Pennsylvania
$477K +$105K +1,604 +28%
39 40
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