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Visa
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Overview Fund Activity

1,324 hedge funds and large institutions have $118B invested in Visa in 2015 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 506 increasing their positions, 512 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,324
Holders Change
+52
Holders Change %
+4.09%
% of All Funds
35.32%
Holding in Top 10
164
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.2%
% of All Funds
4.37%
New
128
Increased
506
Reduced
512
Closed
59
Calls
$678M
Puts
$1.1B
Net Calls
-$419M
Net Calls Change
+$207M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$504M
2
Citadel Advisors
Citadel Advisors
Florida
+$297M
3
ECU
Egerton Capital (UK)
United Kingdom
+$294M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
EIP
Epoch Investment Partners
New York
+$203M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.23B
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.09B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$564M
4
SA
SPO Advisory
California
-$357M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
1226
Gemmer Asset Management
California
$140K +$15.7K +240 +13%
GWS
1227
Glassman Wealth Services
Virginia
$136K – – –
TDC
1228
Thompson Davis & Co
Virginia
$133K -$34.5K -528 -21%
CCS
1229
Crosspoint Capital Strategies
California
$131K -$94.8K -1,448 -42%
FWC
1230
First Washington Corp
Washington
$131K – – –
MWAN
1231
Mariner Wealth Advisors (NYC)
Kansas
$128K +$128K +1,963 New
WA
1232
Waverly Advisors
Alabama
$118K -$22.3K -339 -16%
SAC
1233
Smith Affiliated Capital
New York
$118K -$39.3K – –
NC
1234
NewSquare Capital
Pennsylvania
$109K -$66 -1 -0.1%
ATC
1235
Adirondack Trust Company
New York
$106K +$19.6K +300 +23%
LS
1236
Lupo Securities
Illinois
$106K +$106K +1,620 New
NYLIM
1237
New York Life Investment Management
New York
$105K – – –
AIC
1238
Ayalon Insurance Company
Israel
$92K +$92K +1,400 New
GWM
1239
Gupta Wealth Management
California
$89K +$89K +1,368 New
DAM
1240
Delta Asset Management
Tennessee
$87K – – –
CFA
1241
Carroll Financial Associates
North Carolina
$83K – – –
AIM
1242
Advantage Investment Management
Iowa
$80K -$13.1K -200 -14%
AIM
1243
Acuity Investment Management
Ontario, Canada
$78K +$78K +1,200 New
KA
1244
Klingman & Associates
New York
$75K – – –
TFO
1245
Tarbox Family Office
California
$75K +$196 +3 +0.3%
SIA
1246
Stancorp Investment Advisers
Oregon
$74K -$1.44K -22 -2%
FM
1247
Forward Management
California
$65K -$143K -2,200 -69%
NYLT
1248
New York Life Trust
New York
$63K +$2.09K +32 +3%
PCTC
1249
Perkins Coie Trust Company
Washington
$63K +$23.4K +360 +59%
KT
1250
Kanaly Trust
Texas
$60K +$12.8K +196 +27%
48 49
50
51 52