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Visa
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Overview Fund Activity

1,724 hedge funds and large institutions have $155B invested in Visa in 2017 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 678 increasing their positions, 713 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
+64
Holders Change %
+3.86%
% of All Funds
42.98%
Holding in Top 10
282
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+19.49%
% of All Funds
7.03%
New
145
Increased
678
Reduced
713
Closed
61
Calls
$2.89B
Puts
$846M
Net Calls
+$2.04B
Net Calls Change
+$664M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.69B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$419M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$305M
4
ClearBridge Investments
ClearBridge Investments
New York
+$238M
5
ECU
Egerton Capital (UK)
United Kingdom
+$229M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$573M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$335M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$294M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$271M
5
Renaissance Technologies
Renaissance Technologies
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1226
SFMG Wealth Advisors
Texas
$1.03M +$115K +1,290 +13%
EM
1227
Excalibur Management
Massachusetts
$1.02M – – –
GWM
1228
Geneos Wealth Management
Colorado
$1.02M +$89.9K +1,012 +10%
GIM
1229
Guild Investment Management
California
$1M +$1M +11,250 New
CAM
1230
Cypress Asset Management
Texas
$998K -$66.7K -750 -6%
CWM
1231
Concert Wealth Management
California
$994K -$512K -6,579 -34%
SFG
1232
SevenBridge Financial Group
Pennsylvania
$986K +$525K +5,916 +114%
IAM
1233
Integre Asset Management
New York
$982K – – –
AIU
1234
Algebris Investments (UK)
United Kingdom
$982K +$982K +11,050 New
VFM
1235
Viking Fund Management
North Dakota
$978K +$489K +5,500 +100%
IP
1236
Intellectus Partners
California
$976K +$8.17K +92 +0.8%
TCM
1237
Traynor Capital Management
Pennsylvania
$972K +$191K +2,053 +24%
BL
1238
Balentine LLC
Georgia
$963K +$45.8K +515 +5%
ADL
1239
Asset Dedication LLC
California
$957K -$26K -293 -3%
NAMP
1240
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$956K – – –
FFEC
1241
First Financial Equity Corporation
Arizona
$956K +$956K +10,721 New
FMLI
1242
Fukoku Mutual Life Insurance
Japan
$953K -$933K -10,500 -49%
HEIP
1243
Hudson Edge Investment Partners
New Jersey
$945K – – –
CFA
1244
Carroll Financial Associates
North Carolina
$945K +$45.9K +517 +5%
MJP
1245
Michael J. Puzo
$936K – – –
MFW
1246
Mosaic Family Wealth
Missouri
$936K +$314K +3,540 +51%
EGM
1247
Engineers Gate Manager
New York
$933K +$933K +10,500 New
PCA
1248
Personal Capital Advisors
California
$928K +$540K +6,051 +139%
IIM
1249
Intact Investment Management
Quebec, Canada
$924K -$933K -10,500 -50%
RCM
1250
RB Capital Management
Nevada
$919K -$11.5K -129 -1%
48 49
50
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