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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 %
ZTNA
1101
Zions Trust National Association
Utah
$51K – – –
YL
1102
YCG LLC
Texas
$49K – – –
FA
1103
Financial Advantage
Maryland
$49K – – –
IMS
1104
Index Management Solutions
Pennsylvania
$49K +$447 +8 +0.9%
NYLT
1105
New York Life Trust
New York
$48K +$6.25K +112 +15%
MWP
1106
MYCIO Wealth Partners
Pennsylvania
$45K +$6.75K +120 +18%
RFA
1107
Reilly Financial Advisors
California
$44K +$15.6K +280 +55%
MUMSS
1108
Mitsubishi UFJ Morgan Stanley Securities
Japan
$40K – – –
DSC
1109
Duncker Streett & Co
Missouri
$38K – – –
MPWT
1110
MassMutual Private Wealth & Trust
Connecticut
$34.3K +$34.3K +616 New
FI
1111
FCM Investments
Texas
$33K – – –
LNB
1112
Ledyard National Bank
$33K +$33K +584 New
CAL
1113
Capital Advisors Ltd
Ohio
$33K +$33K +596 New
PAS
1114
Partnervest Advisory Services
California
$31K -$2.26K -40 -7%
PSI
1115
Pinnacle Summer Investments
Virginia
$31K – – –
SMU
1116
Signet Management USA
Virginia
$31K +$31K +560 New
TFO
1117
Tarbox Family Office
California
$30K +$30K +532 New
GXMC
1118
Global X Management Company
New York
$29K – – –
DBT
1119
Dubuque Bank & Trust
Iowa
$28K – – –
ATC
1120
Adirondack Trust Company
New York
$28K – – –
BFEC
1121
Benjamin F. Edwards & Company
Missouri
$28K +$2.24K +40 +9%
PWAG
1122
Polaris Wealth Advisory Group
California
$27K – – –
HCM
1123
Horrell Capital Management
Arkansas
$22K – – –
HDIM
1124
Hanson & Doremus Investment Management
Vermont
$22K – – –
AA
1125
Apriem Advisors
California
$22K – – –
43 44
45
46 47