V icon

Visa
V

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 %
CAL
1226
Capital Advisors Ltd
Ohio
$39K – – –
TWA
1227
TCI Wealth Advisors
Arizona
$38K +$7.92K +120 +26%
CP
1228
Corbenic Partners
Pennsylvania
$35K +$35K +536 New
LWA
1229
Lenox Wealth Advisors
New York
$34K +$34K +520 New
JWA
1230
JFS Wealth Advisors
Pennsylvania
$33K – – –
S
1231
SignatureFD
Georgia
$32K +$8.99K +136 +39%
TIM
1232
Tortoise Investment Management
New York
$31K +$31K +472 New
MSFP
1233
Mark Sheptoff Financial Planning
Connecticut
$26K -$208K -3,200 -89%
AA
1234
Apriem Advisors
California
$26K -$30.2K -464 -54%
HCM
1235
Horrell Capital Management
Arkansas
$26K – – –
HDIM
1236
Hanson & Doremus Investment Management
Vermont
$26K – – –
FI
1237
FCM Investments
Texas
$26K – – –
LFR
1238
Lehman Financial Resources
Pennsylvania
$26K – – –
NSIM
1239
North Star Investment Management
Illinois
$26K – – –
MCA
1240
Mercer Capital Advisers
New Jersey
$26K +$26K +400 New
UFA
1241
US Financial Advisors
Massachusetts
$26K +$26K +400 New
GXMC
1242
Global X Management Company
New York
$25K +$5.73K +88 +30%
HCC
1243
Hirtle Callaghan & Co
Pennsylvania
$22K – – –
IFA
1244
Interactive Financial Advisors
Illinois
$22K – – –
RCG
1245
Ruggie Capital Group
Florida
$22K +$22K +328 New
QAM
1246
QCI Asset Management
New York
$21K – – –
MA
1247
MCF Advisors
Kentucky
$20K – – –
AP
1248
Atwood & Palmer
Missouri
$19K – – –
CHP
1249
Cable Hill Partners
Oregon
$18K +$18K +268 New
NG
1250
NatWest Group
United Kingdom
$16.2K -$1.65K -25,116 -9%
48 49
50
51 52