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Visa
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Overview Fund Activity

1,436 hedge funds and large institutions have $131B invested in Visa in 2015 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 634 increasing their positions, 496 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+65
Holders Change %
+4.74%
% of All Funds
40.13%
Holding in Top 10
221
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+41.67%
% of All Funds
6.18%
New
121
Increased
634
Reduced
496
Closed
48
Calls
$836M
Puts
$848M
Net Calls
-$12.2M
Net Calls Change
+$157M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$780M
2
Jennison Associates
Jennison Associates
New York
+$347M
3
CGI
CI Global Investments
California
+$202M
4
WRF
Waddell & Reed Financial
Kansas
+$195M
5
AT
Alliance Trust
United Kingdom
+$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$616M
2
Harris Associates
Harris Associates
Illinois
-$415M
3
DCM
Discovery Capital Management
Connecticut
-$242M
4
MNA
Manning & Napier Advisors
New York
-$234M
5
Sands Capital Management
Sands Capital Management
Virginia
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1126
Pointe Capital Management
Michigan
$550K +$21K +302 +4%
SGAM
1127
Steinberg Global Asset Management
Florida
$548K -$27.9K -400 -5%
FWM
1128
Frontier Wealth Management
Missouri
$545K +$55.7K +800 +11%
FMWA
1129
Forvis Mazars Wealth Advisors
Missouri
$539K +$5.92K +85 +1%
PPSG
1130
Princeton Portfolio Strategies Group
New Jersey
$536K +$66.1K +948 +14%
ASN
1131
Advisory Services Network
Georgia
$535K +$103K +1,482 +24%
AAS
1132
Annex Advisory Services
Wisconsin
$526K +$279 +4 +0.1%
FWIA
1133
Fort Washington Investment Advisors
Ohio
$525K +$24.4K +350 +5%
PP
1134
Paloma Partners
Connecticut
$523K -$4.45M -63,848 -89%
OWP
1135
Obermeyer Wealth Partners
Colorado
$518K – – –
PGIM
1136
Pacific Global Investment Management
California
$516K +$52.8K +758 +11%
GW
1137
GW & Wade
Massachusetts
$505K +$282K +4,054 +127%
FHA
1138
First Horizon Advisors
Tennessee
$504K -$43.1K -620 -8%
Dodge & Cox
1139
Dodge & Cox
California
$504K – – –
WIA
1140
Westbourne Investment Advisors
Maryland
$495K -$61K -875 -11%
HCM
1141
Harvey Capital Management
Florida
$494K – – –
CWM
1142
Calamos Wealth Management
Illinois
$494K +$72.5K +1,041 +17%
BW
1143
Bison Wealth
Georgia
$494K +$125K +1,799 +34%
AWA
1144
ARS Wealth Advisors
Florida
$491K +$70 +1 +0%
ACH
1145
ArrowMark Colorado Holdings
Colorado
$488K +$488K +7,000 New
GWCM
1146
Godshalk Welsh Capital Management
Pennsylvania
$484K -$3.48K -50 -0.7%
HC
1147
Hillman Company
Pennsylvania
$478K – – –
FHB
1148
First Hawaiian Bank
Hawaii
$475K +$53.3K +766 +13%
TNAM
1149
Terra Nova Asset Management
New York
$475K +$475K +6,820 New
TSW
1150
Thompson Siegel & Walmsley
Virginia
$463K +$41.8K +600 +10%
44 45
46
47 48