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Visa
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Overview Fund Activity

1,578 hedge funds and large institutions have $130B invested in Visa in 2016 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 610 increasing their positions, 665 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
+44
Holders Change %
+2.87%
% of All Funds
42.17%
Holding in Top 10
219
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.95%
% of All Funds
5.85%
New
118
Increased
610
Reduced
665
Closed
57
Calls
$2.08B
Puts
$958M
Net Calls
+$1.13B
Net Calls Change
+$1.13B

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$328M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$159M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
4
Capital International Investors
Capital International Investors
California
+$112M
5
CG
Carmignac Gestion
France
+$105M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.66B
2
Capital World Investors
Capital World Investors
California
-$546M
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$498M
4
ECU
Egerton Capital (UK)
United Kingdom
-$497M
5
Sands Capital Management
Sands Capital Management
Virginia
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1151
Cypress Asset Management
Texas
$891K +$72.7K +980 +9%
FPFS
1152
First Personal Financial Services
North Carolina
$889K +$172K +2,318 +24%
CFP
1153
Cornerstone Financial Partners
North Carolina
$884K -$51.3K -695 -5%
BA
1154
Birinyi Associates
Connecticut
$883K +$186K +2,500 +27%
ASN
1155
Advisory Services Network
Georgia
$873K -$1.41K -19 -0.2%
DJSG
1156
D.J. St. Germain
Massachusetts
$869K +$95K +1,280 +12%
ST
1157
Smithfield Trust
Pennsylvania
$862K -$17.1K -230 -2%
HA
1158
Harfst & Associates
Wyoming
$858K +$611K +8,238 +247%
FWIA
1159
Fort Washington Investment Advisors
Ohio
$856K +$178K +2,400 +26%
BWP
1160
Baldwin Wealth Partners
Massachusetts
$855K +$32.5K +438 +4%
OA
1161
Oak Associates
Ohio
$853K – – –
AIA
1162
Allegis Investment Advisors
Idaho
$847K +$61.7K +804 +8%
SRP
1163
Saddle Road Partners
Nebraska
$844K – – –
FMLI
1164
Fukoku Mutual Life Insurance
Japan
$840K -$111K -1,500 -12%
MHI
1165
Miller Howard Investments
New York
$837K -$360K -4,859 -30%
MPWT
1166
MassMutual Private Wealth & Trust
Connecticut
$832K +$147K +1,976 +21%
BMO
1167
Beck Mack & Oliver
New York
$832K – – –
IWM
1168
Integrated Wealth Management
California
$829K -$1.26K -17 -0.2%
WHI
1169
William Harris Investors
Illinois
$825K – – –
DWA
1170
Dorsey Wright & Associates
California
$824K +$130K +1,747 +19%
IAM
1171
Integre Asset Management
New York
$819K – – –
FWM
1172
Frontier Wealth Management
Missouri
$818K – – –
RWA
1173
River Wealth Advisors
Pennsylvania
$815K +$40.2K +542 +5%
CIC
1174
Carnegie Investment Counsel
Ohio
$813K +$77.5K +987 +11%
HEIP
1175
Hudson Edge Investment Partners
New Jersey
$801K -$78.7K -1,060 -9%
45 46
47
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