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Visa
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Overview Fund Activity

1,724 hedge funds and large institutions have $155B invested in Visa in 2017 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 678 increasing their positions, 713 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
+64
Holders Change %
+3.86%
% of All Funds
42.98%
Holding in Top 10
282
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+19.49%
% of All Funds
7.03%
New
145
Increased
678
Reduced
713
Closed
61
Calls
$2.89B
Puts
$846M
Net Calls
+$2.04B
Net Calls Change
+$664M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.69B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$419M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$305M
4
ClearBridge Investments
ClearBridge Investments
New York
+$238M
5
ECU
Egerton Capital (UK)
United Kingdom
+$229M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$573M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$335M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$294M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$271M
5
Renaissance Technologies
Renaissance Technologies
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
1176
Caprock Group
Idaho
$1.26M -$58.1K -654 -4%
HSA
1177
HBK Sorce Advisory
Pennsylvania
$1.25M -$11.1K -125 -0.9%
BSW
1178
Buckingham Strategic Wealth
Missouri
$1.25M +$511K +5,755 +69%
WA
1179
WBH Advisory
Maryland
$1.25M +$4.44K +50 +0.4%
OPCM
1180
Osborne Partners Capital Management
California
$1.25M +$936K +10,526 +299%
SCA
1181
Salient Capital Advisors
Texas
$1.25M +$149K +1,679 +14%
CCM
1182
Catawba Capital Management
Virginia
$1.24M +$891K +10,030 +253%
PHS
1183
Pekin Hardy Strauss
Illinois
$1.23M -$28.4K -320 -2%
PH
1184
Pinnacle Holdings
Oklahoma
$1.22M -$41.1K -463 -3%
CCM
1185
Compton Capital Management
Rhode Island
$1.22M -$3.56K -40 -0.3%
LNC
1186
Lincoln National Corp
Pennsylvania
$1.21M -$307K -3,454 -20%
KA
1187
Kovack Advisors
Florida
$1.2M +$448K +5,036 +59%
WI
1188
WrapManager Inc
California
$1.2M +$122K +1,368 +11%
IAM
1189
Impax Asset Management
New Hampshire
$1.2M -$10.8M -121,894 -90%
WSTAM
1190
Wilbanks Smith & Thomas Asset Management
Virginia
$1.2M +$33.2K +374 +3%
QSS
1191
Quantitative Systematic Strategies
Florida
$1.19M +$1.19M +13,431 New
NPA
1192
Nichols & Pratt Advisers
Massachusetts
$1.19M – – –
ZCA
1193
Zeke Capital Advisors
Pennsylvania
$1.19M +$423K +4,755 +55%
ARMT
1194
Amica Retiree Medical Trust
Rhode Island
$1.19M – – –
KWM
1195
Kingsview Wealth Management
Oregon
$1.18M +$1.18M +13,300 New
DJSG
1196
D.J. St. Germain
Massachusetts
$1.17M -$91.6K -1,031 -7%
KPF
1197
K2 Principal Fund
Ontario, Canada
$1.17M -$666K -7,500 -36%
B
1198
BancorpSouth
Mississippi
$1.16M – – –
FANJ
1199
Financial Architects (New Jersey)
New Jersey
$1.15M +$265K +2,984 +30%
IPC
1200
Independent Portfolio Consultants
Florida
$1.14M +$510K +5,741 +81%
46 47
48
49 50