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Visa
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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 %
ACM
1251
Axel Capital Management
New York
$16K – – –
MUMSS
1252
Mitsubishi UFJ Morgan Stanley Securities
Japan
$16K – – –
AC
1253
Alexandria Capital
Virginia
$15K +$2.29K +36 +18%
WIL
1254
Winifred I. Li
$14K +$14K +208 New
CAL
1255
Capital Analysts LLC
Pennsylvania
$13.1K – – –
CPIG
1256
Chicago Partners Investment Group
Illinois
$13K +$13K +800 New
CHC
1257
City Holding Co
West Virginia
$10K -$7.25K -116 -42%
LWM
1258
LBA Wealth Management
Florida
$8K – – –
SFWA
1259
Summit Financial Wealth Advisors
Louisiana
$8K +$8K +120 New
BRWA
1260
B. Riley Wealth Advisors
Florida
$7.96K +$2.66K +8,976 +50%
RIA
1261
Regal Investment Advisors
Michigan
$7K -$14K -200 -67%
HFM
1262
Hartford Financial Management
Connecticut
$7K – – –
HI
1263
Hudock Inc
Pennsylvania
$7K +$2.42K +36 +53%
Acadian Asset Management
1264
Acadian Asset Management
Massachusetts
$7K +$7K +112 New
GWA
1265
Genesis Wealth Advisors
Massachusetts
$6.83K +$6.83K +100 New
CFSG
1266
Community Financial Services Group
Vermont
$6K +$6K +84 New
EWM
1267
Edge Wealth Management
New York
$4K – – –
CIM
1268
Cambria Investment Management
California
$4K +$4K +56 New
LWA
1269
Lowe Wealth Advisors
Maryland
$4K +$4K +60 New
SA
1270
SRH Advisors
Kansas
$2K – – –
OSAM
1271
O'Shaughnessy Asset Management
Connecticut
$1K -$14.5K -116 -94%
WCM
1272
Wealthcare Capital Management
Virginia
$1K +$1K +12 New
IF
1273
Ironwood Financial
Arizona
$1K +$1K +20 New
NDSI
1274
Newman Dignan & Sheerar Inc
Rhode Island
$289 – – –
DVI
1275
Deccan Value Investors
Connecticut
– -$72.2M -1,352,800 Closed
49 50
51
52 53