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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 %
PHK
1201
Point72 Hong Kong
Hong Kong
$80K +$80K +1,228 New
SIA
1202
Stancorp Investment Advisers
Oregon
$76K +$76K +1,156 New
TFO
1203
Tarbox Family Office
California
$75K -$2.62K -40 -3%
KA
1204
Klingman & Associates
New York
$75K +$75K +1,152 New
RMAM
1205
Raab & Moskowitz Asset Management
New Jersey
$67K +$67K +1,016 New
ZTNA
1206
Zions Trust National Association
Utah
$61K – – –
NYLT
1207
New York Life Trust
New York
$61K +$16.5K +252 +37%
VNB
1208
Valley National Bancorp
New York
$59K – – –
FA
1209
Financial Advantage
Maryland
$58K – – –
YL
1210
YCG LLC
Texas
$57K – – –
WOC
1211
West Oak Capital
California
$56.9K +$38.3K +584 +206%
JFA
1212
JNBA Financial Advisors
Minnesota
$52K – – –
HF
1213
Hoxton Financial
West Virginia
$52K +$52K +800 New
LNB
1214
Ledyard National Bank
$47K -$42.6K -656 -48%
KT
1215
Kanaly Trust
Texas
$47K +$1.31K +20 +3%
IRS
1216
Invictus RG (Singapore)
Singapore
$45K -$23.9K -364 -35%
M
1217
MOTCO
Texas
$45K – – –
DSC
1218
Duncker Streett & Co
Missouri
$45K – – –
IMS
1219
Index Management Solutions
Pennsylvania
$44K -$7.07K -108 -14%
RA
1220
Rational Advisors
New York
$42K +$42K +640 New
KPCM
1221
Kings Point Capital Management
New York
$42K +$42K +644 New
PCTC
1222
Perkins Coie Trust Company
Washington
$40K – – –
AWM
1223
AllSquare Wealth Management
New York
$40K +$40K +604 New
SAC
1224
Smith Affiliated Capital
New York
$39.3K -$137K – –
DBT
1225
Dubuque Bank & Trust
Iowa
$39K -$11.5K -180 -23%
47 48
49
50 51