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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 %
BT
1051
Bankers Trust
Iowa
$218K +$218K +3,920 New
AWA
1052
Arete Wealth Advisors
Illinois
$218K +$218K +3,920 New
AW
1053
Alpha Windward
Massachusetts
$213K -$6.91K -124 -3%
WI
1054
Wedgewood Investors
Pennsylvania
$212K +$212K +3,800 New
SLG
1055
Stanley-Laman Group
Pennsylvania
$211K +$211K +3,792 New
EVM
1056
Evelyn V. Moreno
$210K +$210K +3,768 New
BSW
1057
Buckingham Strategic Wealth
Missouri
$208K +$208K +3,736 New
MAM
1058
Mizuho Asset Management
Japan
$206K -$36.4K -652 -15%
CAG
1059
Crestwood Advisors Group
Massachusetts
$204K -$78.6K -1,408 -28%
JIC
1060
Joel Isaacson & Co
New York
$202K – – –
SWM
1061
SVA Wealth Management
Wisconsin
$202K +$202K +3,632 New
NES
1062
New England Securities
New York
$198K +$11.1K +200 +6%
SF
1063
Synovus Financial
Georgia
$193K -$285K -5,140 -60%
VNB
1064
Valley National Bancorp
New York
$189K +$189K +3,400 New
Manulife (Manufacturers Life Insurance)
1065
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$186K -$9.03K -162,120 -5%
PI
1066
PineBridge Investments
New York
$178K -$582K -10,468 -77%
LSV Asset Management
1067
LSV Asset Management
Illinois
$178K -$303K -5,440 -63%
OIA
1068
Optimum Investment Advisors
Illinois
$177K +$11.1K +200 +7%
HCM
1069
Highlander Capital Management
New Jersey
$167K – – –
BEAM
1070
Baker Ellis Asset Management
Washington
$155K – – –
HCP
1071
Holt Capital Partners
Texas
$145K +$145K +2,600 New
BCM
1072
Blume Capital Management
California
$145K +$145K +2,608 New
BC
1073
Bartlett & Co
Ohio
$144K -$7.12K -128 -5%
LWM
1074
LBA Wealth Management
Florida
$136K +$136K +2,440 New
IUAM
1075
Itau USA Asset Management
New York
$134K – – –
41 42
43
44 45