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Visa
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Overview Fund Activity

1,724 hedge funds and large institutions have $155B invested in Visa in 2017 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 678 increasing their positions, 713 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
+64
Holders Change %
+3.86%
% of All Funds
42.98%
Holding in Top 10
282
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+19.49%
% of All Funds
7.03%
New
145
Increased
678
Reduced
713
Closed
61
Calls
$2.89B
Puts
$846M
Net Calls
+$2.04B
Net Calls Change
+$664M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.69B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$419M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$305M
4
ClearBridge Investments
ClearBridge Investments
New York
+$238M
5
ECU
Egerton Capital (UK)
United Kingdom
+$229M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$573M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$335M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$294M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$271M
5
Renaissance Technologies
Renaissance Technologies
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
1076
Glynn Capital Management
California
$1.78M – – –
CCA
1077
Checchi Capital Advisers
California
$1.76M +$125K +1,408 +8%
CIM
1078
CIM Investment Management
Pennsylvania
$1.75M -$164K -1,850 -9%
WFG
1079
Wills Financial Group
Virginia
$1.75M +$80.3K +903 +5%
IHL
1080
Investment House LLC
California
$1.75M -$23.1K -260 -1%
TYCC
1081
Texas Yale Capital Corp
Florida
$1.74M +$57.3K +645 +3%
GT
1082
Glenview Trust
Kentucky
$1.73M +$131K +1,479 +8%
ACI
1083
Alpha Cubed Investments
California
$1.73M +$578K +6,498 +50%
RWA
1084
Ropes Wealth Advisors
Massachusetts
$1.72M +$978 +11 +0.1%
JFGIW
1085
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72M -$92.3K -1,038 -5%
NPC
1086
National Planning Corporation
California
$1.72M -$66.2K -746 -4%
HIMC
1087
Heritage Investors Management Corp
Maryland
$1.72M -$29.7K -334 -2%
FAM
1088
Foresters Asset Management
Ontario, Canada
$1.71M -$939K -7,936 -35%
SCM
1089
Schnieders Capital Management
California
$1.71M +$6.67K +75 +0.4%
ACM
1090
Ativo Capital Management
Illinois
$1.71M -$160K -1,800 -9%
WSCM
1091
Wellington Shields Capital Management
New York
$1.71M -$44.8K -504 -3%
PCP
1092
Proficio Capital Partners
Massachusetts
$1.7M +$75.2K +793 +5%
PFS
1093
Physicians Financial Services
North Carolina
$1.69M -$75.5K -850 -4%
RFA
1094
Reilly Financial Advisors
California
$1.69M +$172K +1,931 +11%
CWM
1095
CMH Wealth Management
New Hampshire
$1.68M -$28.8K -325 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
1096
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.68M +$311K +3,500 +23%
AGM
1097
Alpine Global Management
New York
$1.67M -$137K -1,539 -8%
SOAMC
1098
Spirit of America Management Corp
New York
$1.67M – – –
WKWM
1099
Walter & Keenan Wealth Management
Indiana
$1.67M +$88.9K +1,000 +6%
FM
1100
Family Management
New York
$1.66M -$222K -2,500 -12%
42 43
44
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