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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 %
ECM
1076
Estabrook Capital Management
New York
$307K -$131K -2,000 -30%
GI
1077
Glovista Investments
New Jersey
$303K -$26K -396 -8%
TCM
1078
Tradewinds Capital Management
Washington
$303K – – –
ITIM
1079
Indiana Trust & Investment Management
Indiana
$301K – – –
RT
1080
Reliance Trust
Georgia
$299K +$11K +168 +4%
WI
1081
Wedgewood Investors
Pennsylvania
$297K +$48K +732 +19%
CA
1082
Callahan Advisors
Texas
$297K +$297K +4,532 New
GEM
1083
Global Endowment Management
North Carolina
$296K – – –
CAG
1084
Crestwood Advisors Group
Massachusetts
$296K +$296K +4,512 New
TIA
1085
Tiemann Investment Advisors
California
$293K – – –
EA
1086
Emerald Advisers
Pennsylvania
$291K -$71.1K -1,084 -20%
BCM
1087
BTC Capital Management
Iowa
$291K -$15.2K -232 -5%
KFS
1088
Kurt F. Somerville
$286K +$286K +4,360 New
TF
1089
Tompkins Financial
New York
$285K +$41.2K +628 +17%
WCF
1090
West Coast Financial
California
$282K – – –
MC
1091
Moors & Cabot
Massachusetts
$282K – – –
VHAM
1092
Van Hulzen Asset Management
California
$282K +$282K +4,308 New
TCB
1093
Texas Capital Bancshares
Texas
$278K +$278K +4,244 New
MFBTD
1094
MB Financial Bank - Trust Department
Illinois
$274K -$208K -3,180 -43%
PC
1095
Palo Capital
California
$274K +$274K +4,180 New
JIC
1096
Joel Isaacson & Co
New York
$273K +$55.4K +844 +25%
LIC
1097
Lodestar Investment Counsel
Illinois
$271K +$271K +4,140 New
CCFCSB
1098
Cape Cod Five Cents Savings Bank
Massachusetts
$268K +$268K +4,084 New
SIG
1099
Stanford Investment Group
California
$267K +$267K +4,068 New
PSC
1100
Prentiss Smith & Co
Vermont
$267K +$267K +4,080 New
42 43
44
45 46