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Visa
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Overview Fund Activity

1,534 hedge funds and large institutions have $134B invested in Visa in 2016 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 659 increasing their positions, 609 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
Holders Change
+7
Holders Change %
+0.46%
% of All Funds
40.94%
Holding in Top 10
228
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5%
% of All Funds
6.08%
New
108
Increased
659
Reduced
609
Closed
85
Calls
$559M
Puts
$561M
Net Calls
-$1.68M
Net Calls Change
+$106M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$272M
2
Barclays
Barclays
United Kingdom
+$240M
3
ECU
Egerton Capital (UK)
United Kingdom
+$214M
4
FPP
Findlay Park Partners
United Kingdom
+$205M
5
Invesco
Invesco
Georgia
+$159M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$478M
2
Goldman Sachs
Goldman Sachs
New York
-$419M
3
LPC
Lone Pine Capital
Connecticut
-$404M
4
Sands Capital Management
Sands Capital Management
Virginia
-$320M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1001
Elite Wealth Management
Washington
$1.45M +$8.87K +116 +0.6%
BHWM
1002
Bar Harbor Wealth Management
New Hampshire
$1.45M +$19.4K +253 +1%
HCM
1003
Hollencrest Capital Management
California
$1.44M +$7.65K +100 +0.5%
HIMC
1004
Heritage Investors Management Corp
Maryland
$1.44M +$104K +1,360 +8%
SGCA
1005
Steel Grove Capital Advisors
Tennessee
$1.43M -$44.4K -581 -3%
BAM
1006
Bruderman Asset Management
New York
$1.43M -$273K -3,565 -16%
FIB
1007
First Interstate Bank
Montana
$1.43M +$66.9K +875 +5%
CCM
1008
CrestPoint Capital Management
Missouri
$1.42M -$513K -6,700 -26%
PAWC
1009
P.A.W. Capital
Connecticut
$1.38M +$230K +3,000 +20%
BRWA
1010
B. Riley Wealth Advisors
Florida
$1.37M -$77.9K -1,019 -5%
CG
1011
Caprock Group
Idaho
$1.37M +$1.37M +17,948 New
WF
1012
WealthTrust Fairport
Ohio
$1.37M -$11K -144 -0.8%
Koshinski Asset Management
1013
Koshinski Asset Management
Illinois
$1.35M +$822K +10,779 +157%
WCM
1014
Westend Capital Management
California
$1.32M -$1.28M -16,775 -49%
BEC
1015
Blue Edge Capital
Virginia
$1.32M -$7.5K -98 -0.6%
PLFAM
1016
Pineno Levin & Ford Asset Management
Virginia
$1.32M +$56K +732 +4%
SNT
1017
Security National Trust
West Virginia
$1.3M +$215K +2,810 +20%
JFGIW
1018
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.29M -$6.97K -91 -0.5%
HI
1019
Handelsinvest Investeringsforvaltning
Denmark
$1.29M – – –
WA
1020
WBH Advisory
Maryland
$1.29M +$76 +1 +0%
TSW
1021
Thompson Siegel & Walmsley
Virginia
$1.29M +$776K +10,150 +153%
SSB
1022
Sandy Spring Bank
Maryland
$1.28M -$67.7K -885 -5%
AssetMark Inc
1023
AssetMark Inc
California
$1.28M +$89.5K +1,170 +7%
PFA
1024
Paradigm Financial Advisors
Missouri
$1.28M +$765K +10,004 +148%
WIA
1025
Westbourne Investment Advisors
Maryland
$1.28M +$115K +1,500 +10%
39 40
41
42 43