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Visa
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Overview Fund Activity

1,534 hedge funds and large institutions have $134B invested in Visa in 2016 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 659 increasing their positions, 609 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
Holders Change
+7
Holders Change %
+0.46%
% of All Funds
40.94%
Holding in Top 10
228
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5%
% of All Funds
6.08%
New
108
Increased
659
Reduced
609
Closed
85
Calls
$559M
Puts
$561M
Net Calls
-$1.68M
Net Calls Change
+$106M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$272M
2
Barclays
Barclays
United Kingdom
+$240M
3
ECU
Egerton Capital (UK)
United Kingdom
+$214M
4
FPP
Findlay Park Partners
United Kingdom
+$205M
5
Invesco
Invesco
Georgia
+$159M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$478M
2
Goldman Sachs
Goldman Sachs
New York
-$419M
3
LPC
Lone Pine Capital
Connecticut
-$404M
4
Sands Capital Management
Sands Capital Management
Virginia
-$320M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
HEIP
1101
Hudson Edge Investment Partners
New Jersey
$907K -$11.5K -150 -1%
PCP
1102
Proficio Capital Partners
Massachusetts
$907K +$89.2K +1,166 +11%
ST
1103
Smithfield Trust
Pennsylvania
$907K +$130K +1,695 +17%
ASN
1104
Advisory Services Network
Georgia
$901K -$82.3K -1,077 -8%
PPSG
1105
Princeton Portfolio Strategies Group
New Jersey
$901K +$85.8K +1,122 +11%
FFC
1106
First Financial Corp
Indiana
$899K -$38.3K -500 -4%
SCA
1107
Salient Capital Advisors
Texas
$893K +$52K +680 +6%
JIM
1108
Jupiter Investment Management
United Kingdom
$884K +$884K +11,563 New
MAM
1109
Mizuho Asset Management
Japan
$882K -$734K -11,220 -45%
OA
1110
Oak Associates
Ohio
$880K -$207K -2,700 -19%
SAMC
1111
Shinko Asset Management Company
Japan
$879K -$69.5K -908 -7%
SRP
1112
Saddle Road Partners
Nebraska
$870K +$70K +916 +9%
BMO
1113
Beck Mack & Oliver
New York
$858K – – –
IWM
1114
Integrated Wealth Management
California
$856K -$120K -1,568 -12%
CCA
1115
Catalyst Capital Advisors
New York
$854K – – –
BJL
1116
Brighton Jones LLC
Washington
$854K -$9.64K -126 -1%
KM
1117
Kalos Management
Georgia
$852K +$852K +11,138 New
WHI
1118
William Harris Investors
Illinois
$851K – – –
WPW
1119
Waldron Private Wealth
Pennsylvania
$850K +$432K +5,610 +103%
BWP
1120
Baldwin Wealth Partners
Massachusetts
$848K +$123K +1,611 +17%
IAM
1121
Integre Asset Management
New York
$845K – – –
VWA
1122
V Wealth Advisors
Kansas
$845K +$845K +10,994 New
CAM
1123
Cypress Asset Management
Texas
$844K -$40.2K -525 -5%
FWM
1124
Frontier Wealth Management
Missouri
$844K +$236K +3,089 +39%
SJIM
1125
St. Johns Investment Management
Florida
$843K +$132K +1,732 +19%
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45
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