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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 %
WSA
1026
Wall Street Associates
California
$266K – – –
ITIM
1027
Indiana Trust & Investment Management
Indiana
$266K – – –
CA
1028
Cetera Advisors
Colorado
$265K +$265K +4,768 New
FIM
1029
Freedom Investment Management
Connecticut
$261K -$33.8K -608 -11%
HSA
1030
HBK Sorce Advisory
Pennsylvania
$257K -$891 -16 -0.3%
TCM
1031
Tradewinds Capital Management
Washington
$257K +$257K +4,624 New
CSIC
1032
Clifford Swan Investment Counsel
California
$254K +$6.23K +112 +3%
ST
1033
Sentinel Trust
Texas
$253K – – –
GEM
1034
Global Endowment Management
North Carolina
$252K +$252K +4,520 New
CC
1035
Cornerstone Capital
California
$251K – – –
VHAM
1036
Van Hulzen Asset Management
California
$251K +$251K +4,508 New
GT
1037
Glenview Trust
Kentucky
$248K +$248K +4,460 New
CCM
1038
Covington Capital Management
California
$240K -$7.56K -136 -3%
WCF
1039
West Coast Financial
California
$240K – – –
CFS
1040
Community Financial System
New York
$239K – – –
EFSCE
1041
Enterprise Financial Services Corp (EFSC)
Missouri
$235K – – –
WAM
1042
Weatherly Asset Management
California
$234K – – –
FCBT
1043
First Citizens Bank & Trust
North Carolina
$233K -$10.9M -195,528 -98%
EWM
1044
Elite Wealth Management
Washington
$231K -$12.3K -220 -5%
WEC
1045
Winslow Evans & Crocker
Massachusetts
$229K +$229K +4,124 New
AAS
1046
Annex Advisory Services
Wisconsin
$228K -$24.9K -448 -10%
TYCC
1047
Texas Yale Capital Corp
Florida
$228K +$228K +4,092 New
ZCA
1048
Zeke Capital Advisors
Pennsylvania
$223K -$112K -2,000 -33%
CCS
1049
Crosspoint Capital Strategies
California
$220K +$220K +3,904 New
GG
1050
Gofen & Glossberg
Illinois
$218K -$5.13K -92 -2%
40 41
42
43 44