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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 %
Koshinski Asset Management
1151
Koshinski Asset Management
Illinois
$461K +$10.1K +151 +2%
AWA
1152
AmeriServ Wealth Advisors
Pennsylvania
$460K -$34.6K -496 -7%
HCC
1153
Hirtle Callaghan & Co
Pennsylvania
$456K – – –
BFEC
1154
Benjamin F. Edwards & Company
Missouri
$454K -$21.3K -306 -4%
DWA
1155
Douglass Winthrop Advisors
New York
$454K – – –
USGIU
1156
U.S. Global Investors (USGI)
Texas
$453K +$453K +6,500 New
CG
1157
Colony Group
Massachusetts
$451K -$44.7K -642 -9%
NAM
1158
Nichols Asset Management
Massachusetts
$451K +$451K +6,480 New
JIP
1159
Jaffetilchin Investment Partners
Florida
$450K -$44.9K -644 -9%
ICM
1160
IMS Capital Management
Oregon
$446K +$2.79K +40 +0.6%
BP
1161
Ballentine Partners
Massachusetts
$445K +$2.3K +33 +0.5%
PWLP
1162
Prio Wealth Limited Partnership
Massachusetts
$441K – – –
SGA
1163
Strategic Global Advisors
California
$440K – – –
NAM
1164
NTV Asset Management
West Virginia
$438K – – –
SC
1165
Savant Capital
Illinois
$438K +$19.6K +281 +5%
QC
1166
QCM Cayman
Texas
$437K +$437K +6,267 New
CIC
1167
Carnegie Investment Counsel
Ohio
$434K +$163K +2,101 +60%
LNC
1168
Lincoln National Corp
Pennsylvania
$424K +$59.1K +834 +16%
WAS
1169
Winch Advisory Services
Wisconsin
$423K +$6.06K +87 +1%
UBWV
1170
United Bank (West Virginia)
West Virginia
$423K +$423K +6,072 New
SFA
1171
Sequoia Financial Advisors
Ohio
$421K +$8.85K +127 +2%
CFA
1172
Cahill Financial Advisors
Minnesota
$420K -$18.1K -260 -4%
NFG
1173
Next Financial Group
Texas
$419K -$92.7K -1,333 -18%
FC
1174
Farley Capital
New York
$418K -$27.2K -390 -6%
WMC
1175
Westwood Management Corporation
Illinois
$418K – – –
45 46
47
48 49