We are live on ! Find out more

1,149 hedge funds and large institutions have $96B invested in Visa in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 448 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 108117 (+9)

2.01% more ownership

Funds ownership: 362.22%364.23% (+2%)

1% more capital invested

Capital invested by funds: $95.2B → $96B (+$793M)

1% less funds holding

Funds holding: 1,1601,149 (-11)

2% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 60

7% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 481

31% less call options, than puts

Call options by funds: $776M | Put options by funds: $1.12B

Holders
1,149
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
33.32%
Holding in Top 10
117
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.33%
% of All Funds
3.39%
New
59
Increased
448
Reduced
481
Closed
60
Calls
$776M
Puts
$1.12B
Net Calls
-$345M
Net Calls Change
-$96M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$176M +$3.39M +63,124 +2%
Westfield Capital Management
102
Westfield Capital Management
Massachusetts
$167M -$785K -14,600 -0.5%
U
103
UBS
Switzerland
$167M +$50.5M +939,204 +43%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$167M -$7.72M -143,600 -4%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$164M +$6.02M +111,924 +4%
TA
106
Teachers Advisors
New York
$161M -$835K -15,532 -0.5%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$161M -$46M -855,692 -22%
Prudential Financial
108
Prudential Financial
New Jersey
$161M -$29.5M -549,320 -15%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$160M -$573K -10,660 -0.4%
DCP
110
DSM Capital Partners
Florida
$160M -$2.63M -48,896 -2%
APG Asset Management
111
APG Asset Management
Netherlands
$159M +$12.6M +235,052 +9%
Dimensional Fund Advisors
112
Dimensional Fund Advisors
Texas
$157M -$9.81M -182,604 -6%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$156M -$4.09M -76,040 -3%
PTC
114
Provident Trust Company
Wisconsin
$156M -$116K -2,160 -0.1%
Axa
115
Axa
France
$154M -$3.45M -64,124 -2%
EVM
116
Eaton Vance Management
Massachusetts
$154M +$11.8M +219,332 +8%
AWM
117
Ashmore Wealth Management
Delaware
$149M
Principal Financial Group
118
Principal Financial Group
Iowa
$148M +$212K +3,940 +0.1%
Barclays
119
Barclays
United Kingdom
$145M +$23.6M +439,624 +19%
William Blair & Company
120
William Blair & Company
Illinois
$144M -$5.46M -101,668 -4%
STC
121
SEI Trust Company
Pennsylvania
$144M -$294K -5,472 -0.2%
SO
122
STRS Ohio
Ohio
$143M -$11.8M -220,000 -8%
Robeco Institutional Asset Management
123
Robeco Institutional Asset Management
Netherlands
$141M -$41.7M -776,148 -23%
FPP
124
Findlay Park Partners
United Kingdom
$139M +$25.2M +468,000 +22%
ACM
125
Atlanta Capital Management
Georgia
$139M +$12.9M +239,720 +10%

V Hedge Fund Activity: Q3 2014 in Review

1,149 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2014, worth a combined $96B — up 0.83% from $95.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of V and 59 opened new positions — a net loss of 1 holder — while 481 trimmed existing stakes and 448 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $700M. The largest seller was Norges Bank, cutting an estimated $816M.

  • 1,149 institutional investors held Visa (V) as of Q3 2014, down from 1,160 in Q2 2014.
  • Funds reported $96B of Visa stock for Q3 2014, up 0.83% quarter-over-quarter.
  • 59 funds opened new Visa positions in Q3 2014 and 60 closed out, a net change of -1 holder.
  • The largest Visa buyer in Q3 2014 was T. Rowe Price Associates, an estimated $700M added.
  • The largest Visa seller in Q3 2014 was Norges Bank, an estimated $816M sold.

Based on aggregated 13F filings for Q3 2014.