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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 %
PP
1101
Pegasus Partners
Wisconsin
$1.66M – – –
PVH
1102
Psagot Value Holdings
Israel
$1.66M +$899K +10,113 +118%
LCM
1103
Logan Capital Management
Pennsylvania
$1.66M +$16.6K +187 +1%
APP
1104
Avantax Planning Partners
Iowa
$1.66M +$48.8K +549 +3%
I
1105
IberiaBank
Louisiana
$1.65M +$703K +7,912 +74%
AA
1106
Ancora Advisors
Ohio
$1.65M +$67.5K +760 +4%
RWA
1107
River Wealth Advisors
Pennsylvania
$1.65M +$40.9K +460 +3%
BFA
1108
Benedict Financial Advisors
Georgia
$1.65M -$26.9K -303 -2%
CCT
1109
Capital City Trust
Florida
$1.65M +$11.3K +127 +0.7%
WA
1110
Waverly Advisors
Alabama
$1.64M +$1.04M +11,736 +174%
GIM
1111
Guardian Investment Management
California
$1.64M +$229K +4,703 +16%
CS
1112
Comerica Securities
Michigan
$1.64M +$358K +4,031 +28%
TSW
1113
Thompson Siegel & Walmsley
Virginia
$1.61M -$274K -3,082 -15%
PIM
1114
Profit Investment Management
Maryland
$1.6M -$140K -1,580 -8%
PAWC
1115
P.A.W. Capital
Connecticut
$1.6M – – –
WF
1116
WealthTrust Fairport
Ohio
$1.6M +$5.33K +60 +0.3%
SSB
1117
Sandy Spring Bank
Maryland
$1.6M +$48.1K +541 +3%
DCM
1118
Donaldson Capital Management
Indiana
$1.59M +$1.59M +17,936 New
NEI
1119
Northwest & Ethical Investments
Ontario, Canada
$1.59M +$363K +4,090 +30%
MSU
1120
Mizuho Securities USA
New York
$1.59M -$656K -7,439 -29%
HCM
1121
Hodges Capital Management
Texas
$1.58M +$65.3K +735 +4%
WCM
1122
Wunderlich Capital Managemnt
Tennessee
$1.57M -$360K -4,056 -19%
HAI
1123
Hennessy Advisors Inc
California
$1.57M -$130K -1,460 -8%
ABC
1124
Associated Banc-Corp
Wisconsin
$1.56M -$60.9K -686 -4%
JAM
1125
JCIC Asset Management
Ontario, Canada
$1.56M +$1.41M +15,875 +980%
43 44
45
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