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Visa
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Overview Fund Activity

1,436 hedge funds and large institutions have $131B invested in Visa in 2015 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 634 increasing their positions, 496 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+65
Holders Change %
+4.74%
% of All Funds
40.13%
Holding in Top 10
221
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+41.67%
% of All Funds
6.18%
New
121
Increased
634
Reduced
496
Closed
48
Calls
$836M
Puts
$848M
Net Calls
-$12.2M
Net Calls Change
+$157M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$780M
2
Jennison Associates
Jennison Associates
New York
+$347M
3
CGI
CI Global Investments
California
+$202M
4
WRF
Waddell & Reed Financial
Kansas
+$195M
5
AT
Alliance Trust
United Kingdom
+$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$616M
2
Harris Associates
Harris Associates
Illinois
-$415M
3
DCM
Discovery Capital Management
Connecticut
-$242M
4
MNA
Manning & Napier Advisors
New York
-$234M
5
Sands Capital Management
Sands Capital Management
Virginia
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
1101
L.J. Altfest & Co
New York
$626K -$78.5K -1,128 -11%
HSA
1102
HBK Sorce Advisory
Pennsylvania
$626K +$25.3K +363 +4%
PMFA
1103
Plante Moran Financial Advisors
Michigan
$624K – – –
GI
1104
Gradient Investments
Minnesota
$621K -$152K -2,179 -20%
DWT
1105
Dorsey & Whitney Trust
South Dakota
$620K -$1.53K -22 -0.2%
SNT
1106
Security National Trust
West Virginia
$617K +$130K +1,861 +27%
WJA
1107
Williams Jones & Associates
New York
$614K – – –
MGAM
1108
McGowan Group Asset Management
Texas
$613K +$49.9K +716 +9%
MC
1109
Miles Capital
Iowa
$609K -$13.1K -188 -2%
OPCM
1110
Osborne Partners Capital Management
California
$609K +$2.37K +34 +0.4%
IIA
1111
IPG Investment Advisors
California
$602K +$602K +8,640 New
NCMW
1112
Northern Capital Management (Wisconsin)
Wisconsin
$601K -$35.2K -505 -6%
AIM
1113
Acropolis Investment Management
Missouri
$592K -$17.8K -255 -3%
MPI
1114
Mairs & Power Inc
Minnesota
$589K – – –
PFBT
1115
Parkside Financial Bank & Trust
Missouri
$588K -$333K -4,779 -36%
HHGA
1116
Halbert Hargrove Global Advisors
California
$580K -$633K -9,088 -52%
KA
1117
Kovack Advisors
Florida
$578K +$284K +4,079 +97%
BPM
1118
Bowling Portfolio Management
Ohio
$576K +$576K +8,269 New
RWA
1119
River Wealth Advisors
Pennsylvania
$571K -$9.41K -135 -2%
CSMF
1120
Charles Stewart Mott Foundation
Michigan
$571K +$571K +8,193 New
PIM
1121
Progressive Investment Management
Oregon
$562K +$3.34K +48 +0.6%
TYCC
1122
Texas Yale Capital Corp
Florida
$561K – – –
CDH
1123
Charles D. Hyman
$557K – – –
BCM
1124
Brookstone Capital Management
Illinois
$554K -$296K -4,245 -35%
DWA
1125
Dorsey Wright & Associates
California
$552K +$13.9K +199 +3%
43 44
45
46 47