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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 %
ICM
1051
IMS Capital Management
Oregon
$392K +$42.8K +652 +12%
SC
1052
Savant Capital
Illinois
$391K +$5.25K +80 +1%
BI
1053
BlueSpruce Investments
Illinois
$389K -$25.1M -383,228 -98%
SWM
1054
SVA Wealth Management
Wisconsin
$388K +$32.8K +500 +9%
F
1055
FolioMetrix
Nebraska
$384K +$384K +6,216 New
ANB
1056
Amarillo National Bank
Texas
$375K – – –
CL
1057
CFS LLC
Oklahoma
$373K -$18.4K -280 -5%
FBT
1058
Founders Bank & Trust
Michigan
$372K +$786 +12 +0.2%
AWA
1059
AmeriServ Wealth Advisors
Pennsylvania
$367K +$1.31K +20 +0.4%
SAM
1060
Security Asset Management
New York
$367K +$367K +5,600 New
LP
1061
LMR Partners
United Kingdom
$363K -$20.6M -314,116 -98%
VFS
1062
VSR Financial Services
Kansas
$363K -$150K -2,292 -29%
ALA
1063
Atherton Lane Advisers
California
$363K -$787 -12 -0.2%
AAS
1064
Annex Advisory Services
Wisconsin
$350K +$86.8K +1,324 +33%
DD
1065
Dominick & Dominick
New York
$349K +$262 +4 +0.1%
SCM
1066
SOL Capital Management
Maryland
$347K -$7.07K -108 -2%
MHS
1067
M Holdings Securities
Oregon
$341K -$33.8K -516 -9%
HT
1068
HighTower Trust
Texas
$337K +$337K +5,140 New
WDA
1069
Wendell David Associates
New Hampshire
$331K +$13.1K +200 +4%
CCM
1070
Catawba Capital Management
Virginia
$325K – – –
HAIM
1071
Hunter Associates Investment Management
Pennsylvania
$324K – – –
NFG
1072
Next Financial Group
Texas
$318K -$495K -7,544 -61%
BA
1073
Bridgewater Associates
Connecticut
$315K +$315K +4,804 New
JWM
1074
Jackson Wealth Management
Florida
$311K +$311K +4,740 New
PGIM
1075
Pacific Global Investment Management
California
$309K – – –
41 42
43
44 45