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Visa
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Overview Fund Activity

1,272 hedge funds and large institutions have $119B invested in Visa in 2014 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 416 increasing their positions, 508 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,272
Holders Change
+125
Holders Change %
+10.9%
% of All Funds
33.95%
Holding in Top 10
173
Holding in Top 10 Change
+57
Holding in Top 10 Change %
+49.14%
% of All Funds
4.62%
New
195
Increased
416
Reduced
508
Closed
54
Calls
$892M
Puts
$1.52B
Net Calls
-$626M
Net Calls Change
-$281M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.03B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$584M
3
LPC
Lone Pine Capital
Connecticut
+$464M
4
CG
Carmignac Gestion
France
+$443M
5
LPU
Lansdowne Partners (UK)
United Kingdom
+$281M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$556M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$506M
3
BA
BlackRock Advisors
Delaware
-$269M
4
JHIU
Janus Henderson Investors US
Colorado
-$154M
5
SA
SPO Advisory
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
1126
Palisades Hudson Asset Management
Florida
$229K +$229K +3,488 New
MPWT
1127
MassMutual Private Wealth & Trust
Connecticut
$228K +$10.5K +160 +5%
OIA
1128
Optimum Investment Advisors
Illinois
$228K – – –
KA
1129
Kovack Advisors
Florida
$228K +$228K +3,484 New
BONST
1130
Bank of Nova Scotia Trust
Ontario, Canada
$227K -$162K -2,476 -42%
HCM
1131
Harvest Capital Management
New Hampshire
$227K +$227K +3,464 New
AW
1132
Alpha Windward
Massachusetts
$226K -$7.09K -108 -3%
CCS
1133
Crosspoint Capital Strategies
California
$226K +$19.7K +300 +10%
DAM
1134
Doheny Asset Management
California
$225K +$225K +3,440 New
WIS
1135
Wright Investors Service
Connecticut
$223K -$244K -3,720 -52%
WAM
1136
Weatherly Asset Management
California
$223K +$223K +3,396 New
CFA
1137
Capstone Financial Advisors
Illinois
$221K -$27.6K -420 -11%
Manulife (Manufacturers Life Insurance)
1138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$219K +$870 +13,276 +0.4%
MWP
1139
MYCIO Wealth Partners
Pennsylvania
$218K – – –
SAM
1140
Silvercrest Asset Management
New York
$218K +$218K +3,332 New
SCP
1141
Syntal Capital Partners
Texas
$217K +$217K +3,320 New
TTWM
1142
TCV Trust & Wealth Management
Virginia
$217K +$217K +3,320 New
CIC
1143
Carnegie Investment Counsel
Ohio
$216K +$216K +3,264 New
AT
1144
Argent Trust
Texas
$216K +$216K +3,292 New
GIP
1145
Greatmark Investment Partners
Georgia
$216K +$216K +3,300 New
CB
1146
Community Bank
New York
$216K +$216K +3,300 New
GT
1147
Glenview Trust
Kentucky
$212K +$212K +3,240 New
WTB
1148
Washington Trust Bank
Washington
$211K +$36.9K +564 +21%
YMRC
1149
Yorktown Management & Research Company
Virginia
$210K +$210K +3,200 New
SIC
1150
Salem Investment Counselors
North Carolina
$210K +$210K +3,200 New
44 45
46
47 48