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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 %
DMC
1101
Drexel Morgan & Co
Pennsylvania
$266K – – –
NPIT
1102
National Penn Investors Trust
Pennsylvania
$262K – – –
PRC
1103
Platte River Capital
Colorado
$262K – – –
CC
1104
Courier Capital
New York
$259K -$23.6K -360 -8%
ACA
1105
Anchor Capital Advisors
Massachusetts
$258K – – –
AWA
1106
Arete Wealth Advisors
Illinois
$257K – – –
CNFG
1107
Creegan & Nassoura Financial Group
New Hampshire
$256K +$256K +3,900 New
MCM
1108
Maryland Capital Management
Maryland
$256K +$256K +3,912 New
FNB
1109
First Niagara Bank
New York
$255K +$255K +3,888 New
RC
1110
RegentAtlantic Capital
New Jersey
$252K +$252K +3,844 New
CSIC
1111
Clifford Swan Investment Counsel
California
$250K – – –
NEAM
1112
New England Asset Management
Connecticut
$249K – – –
TCM
1113
Tran Capital Management
California
$246K -$131K -2,000 -35%
RC
1114
Roundview Capital
New Jersey
$245K +$245K +3,736 New
VanEck Associates
1115
VanEck Associates
New York
$243K +$243K +3,708 New
IIC
1116
Ironwood Investment Counsel
Arizona
$242K +$242K +3,688 New
MCM
1117
MV Capital Management
Maryland
$242K +$242K +3,696 New
PFA
1118
Paradigm Financial Advisors
Missouri
$240K +$240K +3,672 New
WG
1119
Welch Group
Alabama
$237K +$237K +3,620 New
SCA
1120
Sippican Capital Advisors
Massachusetts
$236K +$236K +3,600 New
MJP
1121
Michael J. Puzo
$236K +$236K +3,608 New
WEC
1122
Winslow Evans & Crocker
Massachusetts
$232K -$22.5K -344 -9%
BW
1123
Bison Wealth
Georgia
$230K +$230K +3,512 New
GG
1124
Gofen & Glossberg
Illinois
$230K +$230K +3,516 New
PCM
1125
Prelude Capital Management
New York
$229K +$13.1K +200 +6%
43 44
45
46 47