V icon

Visa
V

Overview Fund Activity

1,324 hedge funds and large institutions have $118B invested in Visa in 2015 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 506 increasing their positions, 512 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+52
Holders Change %
+4.09%
% of All Funds
35.32%
Holding in Top 10
164
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.2%
% of All Funds
4.37%
New
128
Increased
506
Reduced
512
Closed
59
Calls
$678M
Puts
$1.1B
Net Calls
-$419M
Net Calls Change
+$207M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$504M
2
Citadel Advisors
Citadel Advisors
Florida
+$297M
3
ECU
Egerton Capital (UK)
United Kingdom
+$294M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
EIP
Epoch Investment Partners
New York
+$203M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.23B
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.09B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$564M
4
SA
SPO Advisory
California
-$357M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLHL
1026
Donald L. Hagan LLC
Florida
$603K +$111K +1,700 +23%
FC
1027
Farley Capital
New York
$602K -$26.2K -400 -4%
CC
1028
CQS Cayman
Cayman Islands
$600K +$600K +9,180 New
AIM
1029
Acropolis Investment Management
Missouri
$596K -$31.7K -485 -5%
PHK
1030
Point72 Hong Kong
Hong Kong
$593K +$513K +7,832 +638%
JIC
1031
Johnson Investment Counsel
Ohio
$591K +$32.7K +500 +6%
PMFA
1032
Plante Moran Financial Advisors
Michigan
$586K -$57.3K -876 -9%
GC
1033
Gratry & Company
Ohio
$585K +$585K +8,940 New
CIC
1034
Chilton Investment Company
Connecticut
$583K +$24.6K +376 +4%
GI
1035
Gradient Investments
Minnesota
$580K -$26.4K -404 -4%
FANJ
1036
Financial Architects (New Jersey)
New Jersey
$577K +$87.4K +1,336 +18%
WJA
1037
Williams Jones & Associates
New York
$571K – – –
MC
1038
Moors & Cabot
Massachusetts
$561K +$278K +4,266 +99%
HSA
1039
HBK Sorce Advisory
Pennsylvania
$558K +$82.2K +1,256 +17%
AA
1040
ALPS Advisors
Colorado
$556K +$556K +8,501 New
GLI
1041
Guardian Life Insurance
New York
$555K -$173K -2,651 -24%
SGAM
1042
Steinberg Global Asset Management
Florida
$554K +$7.07K +108 +1%
SA
1043
Strategic Advisors
New York
$552K -$1.64M -7,780 -75%
FHA
1044
First Horizon Advisors
Tennessee
$552K +$6.28K +96 +1%
OWP
1045
Obermeyer Wealth Partners
Colorado
$552K +$13.1K +200 +2%
MBT
1046
Montecito Bank & Trust
California
$542K -$171K -2,604 -24%
MFW
1047
Meristem Family Wealth
Minnesota
$542K -$18.3K -280 -3%
DWT
1048
Dorsey & Whitney Trust
South Dakota
$538K -$47.7K -728 -8%
PWM
1049
Perigon Wealth Management
California
$530K -$12.8K -196 -2%
MPI
1050
Mairs & Power Inc
Minnesota
$527K -$4.45K -68 -0.8%
40 41
42
43 44