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Visa
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Overview Fund Activity

1,147 hedge funds and large institutions have $96B invested in Visa in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 446 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
33.3%
Holding in Top 10
116
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.41%
% of All Funds
3.37%
New
59
Increased
446
Reduced
481
Closed
60
Calls
$776M
Puts
$1.12B
Net Calls
-$345M
Net Calls Change
-$96M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$695M
2
Capital World Investors
Capital World Investors
California
+$182M
3
SA
SPO Advisory
California
+$160M
4
UBS AM
UBS AM
Illinois
+$140M
5
American Century Companies
American Century Companies
Missouri
+$126M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$810M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$394M
3
JHIU
Janus Henderson Investors US
Colorado
-$253M
4
Citadel Advisors
Citadel Advisors
Florida
-$217M
5
MSE
MUFG Securities EMEA
United Kingdom
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1026
Tradewinds Capital Management
Washington
$247K – – –
BCM
1027
BTC Capital Management
Iowa
$247K +$247K +4,660 New
ITIM
1028
Indiana Trust & Investment Management
Indiana
$244K – – –
HIC
1029
Hartline Investment Corp
Illinois
$243K -$114K -2,128 -32%
GEM
1030
Global Endowment Management
North Carolina
$241K – – –
GSC
1031
Ground Swell Capital
South Carolina
$241K +$120K +2,252 +99%
CG
1032
Colony Group
Massachusetts
$239K -$905K -17,000 -79%
TIA
1033
Tiemann Investment Advisors
California
$239K -$29.9K -560 -11%
NDSI
1034
Newman Dignan & Sheerar Inc
Rhode Island
$235K – – –
RT
1035
Reliance Trust
Georgia
$235K +$10.5K +196 +5%
SSG
1036
Summit Securities Group
New York
$235K +$235K +4,400 New
MC
1037
Moors & Cabot
Massachusetts
$231K -$5.34K -100 -2%
CC
1038
Courier Capital
New York
$230K -$111K -2,072 -32%
WCF
1039
West Coast Financial
California
$230K – – –
DMC
1040
Drexel Morgan & Co
Pennsylvania
$217K +$217K +4,060 New
AAS
1041
Annex Advisory Services
Wisconsin
$214K +$213 +4 +0.1%
PRC
1042
Platte River Capital
Colorado
$213K -$386K -7,240 -64%
CCC
1043
Chelsea Counsel Company
California
$213K -$213K -4,000 -50%
CC
1044
Cornerstone Capital
California
$213K – – –
NPIT
1045
National Penn Investors Trust
Pennsylvania
$213K – – –
LWM
1046
Lenox Wealth Management
Ohio
$213K +$427 +8 +0.2%
NES
1047
New England Securities
New York
$212K +$3.41K +64 +2%
ACA
1048
Anchor Capital Advisors
Massachusetts
$210K -$8.32K -156 -4%
AWA
1049
Arete Wealth Advisors
Illinois
$209K – – –
WEC
1050
Winslow Evans & Crocker
Massachusetts
$207K -$14.3K -268 -6%
40 41
42
43 44