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Visa
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Overview Fund Activity

1,147 hedge funds and large institutions have $96B invested in Visa in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 446 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
33.3%
Holding in Top 10
116
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.41%
% of All Funds
3.37%
New
59
Increased
446
Reduced
481
Closed
60
Calls
$776M
Puts
$1.12B
Net Calls
-$345M
Net Calls Change
-$96M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$695M
2
Capital World Investors
Capital World Investors
California
+$182M
3
SA
SPO Advisory
California
+$160M
4
UBS AM
UBS AM
Illinois
+$140M
5
American Century Companies
American Century Companies
Missouri
+$126M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$810M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$394M
3
JHIU
Janus Henderson Investors US
Colorado
-$253M
4
Citadel Advisors
Citadel Advisors
Florida
-$217M
5
MSE
MUFG Securities EMEA
United Kingdom
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1126
Horrell Capital Management
Arkansas
$21K – – –
S
1127
SignatureFD
Georgia
$19K +$13.1K +240 +222%
IFA
1128
Interactive Financial Advisors
Illinois
$18K – – –
HCC
1129
Hirtle Callaghan & Co
Pennsylvania
$17K +$415 +8 +3%
QAM
1130
QCI Asset Management
New York
$17K +$1.94K +36 +13%
RIA
1131
Regal Investment Advisors
Michigan
$16K -$42.7K -800 -73%
GXMC
1132
Global X Management Company
New York
$16K -$4.76K -88 -23%
MA
1133
MCF Advisors
Kentucky
$16K – – –
WOC
1134
West Oak Capital
California
$15.1K – – –
CHC
1135
City Holding Co
West Virginia
$15K – – –
AP
1136
Atwood & Palmer
Missouri
$15K +$15K +276 New
NG
1137
NatWest Group
United Kingdom
$14.6K +$249 +4,660 +2%
MUMSS
1138
Mitsubishi UFJ Morgan Stanley Securities
Japan
$13K -$2.17K -40 -14%
ACM
1139
Axel Capital Management
New York
$13K – – –
AC
1140
Alexandria Capital
Virginia
$11K +$440 +8 +4%
CAL
1141
Capital Analysts LLC
Pennsylvania
$10.7K – – –
CA
1142
CapWealth Advisors
Tennessee
$8K – – –
OSAM
1143
O'Shaughnessy Asset Management
Connecticut
$7K – – –
NIM
1144
NuWave Investment Management
New Jersey
$6K -$69.1K -1,336 -92%
LWM
1145
LBA Wealth Management
Florida
$6K – – –
HFM
1146
Hartford Financial Management
Connecticut
$6K – – –
EWM
1147
Edge Wealth Management
New York
$4K – – –
HI
1148
Hudock Inc
Pennsylvania
$4K +$1.65K +28 +70%
SA
1149
SRH Advisors
Kansas
$1K +$1K +28 New
ECU
1150
Egerton Capital (UK)
United Kingdom
– -$62.3M -1,182,688 Closed
44 45
46
47 48