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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 %
SHWM
1126
Smith & Howard Wealth Management
Georgia
$22K – – –
LFR
1127
Lehman Financial Resources
Pennsylvania
$22K – – –
NC
1128
Nicholas Company
Wisconsin
$19K – – –
IFA
1129
Interactive Financial Advisors
Illinois
$19K – – –
HR
1130
Howe & Rusling
New York
$19K +$19K +340 New
HCC
1131
Hirtle Callaghan & Co
Pennsylvania
$18K – – –
PTCG
1132
Pring Turner Capital Group
California
$17K +$17K +300 New
CAW
1133
Cornerstone Advisors (Washington)
Washington
$17K +$17K +300 New
MA
1134
MCF Advisors
Kentucky
$16K – – –
WOC
1135
West Oak Capital
California
$15.8K – – –
LWA
1136
Lenox Wealth Advisors
New York
$15K +$8.38K +152 +127%
CHC
1137
City Holding Co
West Virginia
$15K +$15K +276 New
JFA
1138
JNBA Financial Advisors
Minnesota
$13K – – –
ACM
1139
Axel Capital Management
New York
$13K – – –
MRCM
1140
M&R Capital Management
New Jersey
$11.2K -$1.37K -24,540 -11%
CAL
1141
Capital Analysts LLC
Pennsylvania
$11.1K – – –
WCM
1142
Windsor Capital Management
Arizona
$11K +$11K +196 New
S
1143
SignatureFD
Georgia
$9K -$1.07K -20 -11%
CCM
1144
Chilton Capital Management
Texas
$8.91K – – –
NIM
1145
NuWave Investment Management
New Jersey
$6K -$850K -15,860 -99%
SAM
1146
Solaris Asset Management
New York
$6K -$2.4K -40 -29%
HFM
1147
Hartford Financial Management
Connecticut
$6K – – –
AC
1148
Alexandria Capital
Virginia
$6K – – –
KCPG
1149
Kavar Capital Partners Group
Kansas
$4K +$4K +72 New
DIA
1150
Denver Investment Advisors
Colorado
$3.87K +$2.68K +48,044 +225%
44 45
46
47 48