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Visa
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Overview Fund Activity

1,660 hedge funds and large institutions have $137B invested in Visa in 2016 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 633 increasing their positions, 643 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,660
Holders Change
+87
Holders Change %
+5.53%
% of All Funds
41.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
5.91%
New
208
Increased
633
Reduced
643
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
+$858M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
3
CWM
CIBC World Markets
New York
+$408M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$384M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$333M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$476M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$444M
4
CBOA
Commonwealth Bank of Australia
Australia
-$319M
5
TCIM
TIAA CREF Investment Management
New York
-$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
1201
Integrated Wealth Management
California
$851K +$1.56K +20 +0.2%
IP
1202
Intellectus Partners
California
$850K +$850K +10,895 New
NAMP
1203
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$839K -$773K -9,900 -48%
I
1204
IberiaBank
Louisiana
$834K +$65.1K +835 +8%
CCP
1205
Corient Capital Partners
California
$831K -$345K -4,428 -29%
MSAM
1206
Moloney Securities Asset Management
Missouri
$831K +$831K +10,647 New
HEIP
1207
Hudson Edge Investment Partners
New Jersey
$830K -$8.59K -110 -1%
DTL
1208
Dynamic Technology Lab
Singapore
$828K +$828K +10,614 New
PWLP
1209
Prio Wealth Limited Partnership
Massachusetts
$827K -$34.8K -446 -4%
SSG
1210
Summit Securities Group
New York
$827K +$827K +10,600 New
WAS
1211
WESPAC Advisors SoCal
California
$827K -$22.5K -289 -3%
MJP
1212
Michael J. Puzo
$820K – – –
RCM
1213
RB Capital Management
Nevada
$817K +$817K +10,474 New
GWM
1214
Geneos Wealth Management
Colorado
$815K +$12.6K +162 +2%
BCM
1215
Brown Capital Management
Maryland
$812K -$2.27M -29,119 -74%
NO
1216
Ninety One
South Africa
$807K -$533K -6,835 -40%
BL
1217
Balentine LLC
Georgia
$806K +$23.7K +304 +3%
SFM
1218
Systematic Financial Management
New Jersey
$804K – – –
RC
1219
RBO & Co
California
$800K – – –
SWA
1220
SFMG Wealth Advisors
Texas
$799K +$799K +10,240 New
WHI
1221
William Harris Investors
Illinois
$797K -$70.4K -902 -8%
ECM
1222
Estabrook Capital Management
New York
$794K -$12.1K -155 -2%
CFA
1223
Carroll Financial Associates
North Carolina
$789K -$6.71K -86 -0.8%
BMO
1224
Beck Mack & Oliver
New York
$787K – – –
GPC
1225
Glacier Peak Capital
Washington
$780K +$780K +10,000 New
47 48
49
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