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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 %
PTC
1026
Private Trust Company
Ohio
$477K +$136K +2,076 +40%
Dodge & Cox
1027
Dodge & Cox
California
$475K -$106K -1,612 -18%
Koshinski Asset Management
1028
Koshinski Asset Management
Illinois
$468K +$468K +7,144 New
PBT
1029
Pictet Bank & Trust
Bahamas
$467K – – –
CG
1030
Colony Group
Massachusetts
$453K +$159K +2,420 +54%
HC
1031
Hillman Company
Pennsylvania
$450K +$450K +6,860 New
CL
1032
CPWM LLC
Washington
$446K +$8.92K +136 +2%
VCAM
1033
Valentine Capital Asset Management
California
$437K -$124K -1,892 -22%
BJL
1034
Brighton Jones LLC
Washington
$437K +$16K +244 +4%
AWA
1035
ARS Wealth Advisors
Florida
$429K -$63.2K -964 -13%
DWA
1036
Douglass Winthrop Advisors
New York
$427K +$30.4K +464 +8%
CFA
1037
Cahill Financial Advisors
Minnesota
$424K -$2.63K -40 -0.6%
JIP
1038
Jaffetilchin Investment Partners
Florida
$423K +$423K +6,448 New
PPSG
1039
Princeton Portfolio Strategies Group
New Jersey
$421K +$26.2K +400 +7%
Royal London Asset Management
1040
Royal London Asset Management
United Kingdom
$415K +$91.1K +137,652 +28%
PWLP
1041
Prio Wealth Limited Partnership
Massachusetts
$415K +$34.6K +528 +9%
CPA
1042
Capital Planning Advisors
California
$413K +$413K +6,300 New
BP
1043
Ballentine Partners
Massachusetts
$410K -$47.2K -720 -10%
TSW
1044
Thompson Siegel & Walmsley
Virginia
$402K – – –
CI
1045
Chartist Inc
California
$398K +$398K +6,008 New
TCM
1046
Traynor Capital Management
Pennsylvania
$396K +$396K +6,048 New
PWMAG
1047
Pinnacle Wealth Management Advisory Group
New Jersey
$395K +$395K +6,020 New
WMC
1048
Westwood Management Corporation
Illinois
$393K – – –
KAM
1049
Keeley Asset Management
Illinois
$393K – – –
SSG
1050
Summit Securities Group
New York
$393K +$105K +1,600 +36%
40 41
42
43 44