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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 %
PSI
1176
Pinnacle Summer Investments
Virginia
$152K – – –
PC
1177
Permit Capital
Pennsylvania
$151K – – –
FNBSF
1178
First National Bank Sioux Falls
South Dakota
$146K +$11.5K +176 +9%
JWM
1179
Jacobus Wealth Management
Wisconsin
$143K +$7.84K +120 +6%
QT
1180
Quantbot Technologies
New York
$143K +$143K +2,188 New
OC
1181
Oakworth Capital
Alabama
$142K – – –
WA
1182
Waverly Advisors
Alabama
$140K +$19.9K +304 +17%
LOCC
1183
Lombard Odier & Cie (Canada)
Quebec, Canada
$139K -$984K -15,004 -88%
GWS
1184
Glassman Wealth Services
Virginia
$136K +$136K +2,080 New
FWC
1185
First Washington Corp
Washington
$131K – – –
GAM
1186
Gemmer Asset Management
California
$125K – – –
SNT
1187
Security National Trust
West Virginia
$123K +$31.7K +484 +35%
NC
1188
NewSquare Capital
Pennsylvania
$109K – – –
Simplex Trading
1189
Simplex Trading
Illinois
$105K +$105K +1,600 New
NYLIM
1190
New York Life Investment Management
New York
$105K +$105K +1,600 New
AII
1191
AGF Investments Inc
Ontario, Canada
$105K +$105K +1,600 New
IC
1192
Intersect Capital
California
$103K +$103K +1,576 New
ST
1193
SpiderRock Trading
Illinois
$94K -$424K – –
AIM
1194
Advantage Investment Management
Iowa
$93K +$93K +1,424 New
CRM
1195
Cramer Rosenthal McGlynn
Connecticut
$92K – – –
BFEC
1196
Benjamin F. Edwards & Company
Missouri
$90K -$13.6K -208 -13%
DAM
1197
Delta Asset Management
Tennessee
$87K – – –
ATC
1198
Adirondack Trust Company
New York
$87K +$3.96K +60 +5%
CFA
1199
Carroll Financial Associates
North Carolina
$84K -$533K -8,100 -86%
NES
1200
New England Securities
New York
$84K -$177K -2,696 -68%
46 47
48
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