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Visa
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Overview Fund Activity

1,724 hedge funds and large institutions have $155B invested in Visa in 2017 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 678 increasing their positions, 713 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
+64
Holders Change %
+3.86%
% of All Funds
42.98%
Holding in Top 10
282
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+19.49%
% of All Funds
7.03%
New
145
Increased
678
Reduced
713
Closed
61
Calls
$2.89B
Puts
$846M
Net Calls
+$2.04B
Net Calls Change
+$664M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.69B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$419M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$305M
4
ClearBridge Investments
ClearBridge Investments
New York
+$238M
5
ECU
Egerton Capital (UK)
United Kingdom
+$229M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$573M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$335M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$294M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$271M
5
Renaissance Technologies
Renaissance Technologies
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
1001
Boston Partners
Massachusetts
$2.28M -$587K -6,600 -20%
CCM
1002
Coldstream Capital Management
Washington
$2.27M +$88.2K +992 +4%
MC
1003
Moors & Cabot
Massachusetts
$2.27M +$234K +2,622 +11%
EHWM
1004
Eads & Heald Wealth Management
Georgia
$2.25M -$25K -281 -1%
PCTC
1005
Perkins Coie Trust Company
Washington
$2.25M -$9.15K -103 -0.4%
BRWA
1006
B. Riley Wealth Advisors
Florida
$2.24M +$116K +1,298 +5%
LOAMS
1007
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.23M +$2.23M +25,140 New
FA
1008
FMA Advisory
Pennsylvania
$2.23M +$2.23M +25,109 New
CA
1009
Cetera Advisors
Colorado
$2.23M +$176K +1,982 +9%
IB
1010
Intrust Bank
Kansas
$2.22M +$13.3K +150 +0.6%
CHP
1011
Castle Hook Partners
New York
$2.22M +$2.22M +25,000 New
SI
1012
Sprott Inc
Ontario, Canada
$2.22M +$13.3K +150 +0.6%
IMOV
1013
Investment Management of Virginia
Virginia
$2.19M -$156K -1,755 -7%
ZIC
1014
ZWJ Investment Counsel
Georgia
$2.19M +$1.9M +21,358 +655%
SNT
1015
Security National Trust
West Virginia
$2.18M +$90.6K +1,020 +4%
TWA
1016
Tillar-Wenstrup Advisors
Ohio
$2.18M -$35.1K -395 -2%
FWM
1017
Frontier Wealth Management
Missouri
$2.18M +$1.04M +11,696 +92%
AWP
1018
Ascent Wealth Partners
New York
$2.17M -$18.5K -208 -0.8%
O
1019
OppenheimerFunds
New York
$2.16M -$80.8M -909,710 -97%
BCM
1020
Bayesian Capital Management
New York
$2.16M +$2.16M +24,300 New
JFL
1021
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.15M +$204K +2,292 +10%
CWM
1022
Concentric Wealth Management
California
$2.14M +$70K +788 +3%
PFA
1023
Paradigm Financial Advisors
Missouri
$2.12M +$163K +1,836 +8%
MWM
1024
Marietta Wealth Management
Georgia
$2.11M +$358K +4,030 +20%
HAG
1025
HighPoint Advisor Group
Illinois
$2.11M +$1.05M +10,402 +99%
39 40
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