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Visa
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Overview Fund Activity

1,578 hedge funds and large institutions have $130B invested in Visa in 2016 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 610 increasing their positions, 665 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
+44
Holders Change %
+2.87%
% of All Funds
42.17%
Holding in Top 10
219
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.95%
% of All Funds
5.85%
New
118
Increased
610
Reduced
665
Closed
57
Calls
$2.08B
Puts
$958M
Net Calls
+$1.13B
Net Calls Change
+$1.13B

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$328M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$159M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
4
Capital International Investors
Capital International Investors
California
+$112M
5
CG
Carmignac Gestion
France
+$105M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.66B
2
Capital World Investors
Capital World Investors
California
-$546M
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$498M
4
ECU
Egerton Capital (UK)
United Kingdom
-$497M
5
Sands Capital Management
Sands Capital Management
Virginia
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
1251
Trust Investment Advisors
Indiana
$569K -$29.7K -400 -5%
TG
1252
TLP Group
Illinois
$568K +$568K +7,659 New
CCP
1253
Clarkston Capital Partners
Michigan
$567K -$175K -2,360 -24%
LWA
1254
Lebenthal Wealth Advisors
New York
$567K +$567K +7,648 New
LP
1255
LGL Partners
Pennsylvania
$566K – – –
IIM
1256
Intact Investment Management
Quebec, Canada
$564K – – –
CL
1257
Choreo LLC
Illinois
$564K +$206K +2,785 +58%
GC
1258
Gratry & Company
Ohio
$560K -$92K -1,240 -14%
WP
1259
WealthSource Partners
California
$559K -$24.8K -334 -4%
AIM
1260
Acropolis Investment Management
Missouri
$554K – – –
TPW
1261
Tiller Private Wealth
Pennsylvania
$548K +$148 +2 +0%
IPC
1262
Independent Portfolio Consultants
Florida
$545K +$35.2K +475 +7%
DBIA
1263
Dumont & Blake Investment Advisors
New Jersey
$543K -$44.5K -600 -8%
GI
1264
Gradient Investments
Minnesota
$543K -$22.4K -302 -4%
CA
1265
Callahan Advisors
Texas
$540K – – –
AWA
1266
ARS Wealth Advisors
Florida
$540K +$59.3K +800 +12%
GLI
1267
Guardian Life Insurance
New York
$534K -$223 -3 -0%
WPW
1268
Waldron Private Wealth
Pennsylvania
$531K -$287K -3,880 -35%
MGAM
1269
McGowan Group Asset Management
Texas
$528K -$51.9K -700 -9%
SFSG
1270
Stearns Financial Services Group
North Carolina
$528K +$105K +1,421 +25%
HCM
1271
Harvey Capital Management
Florida
$526K – – –
FIM
1272
Freedom Investment Management
Connecticut
$526K +$38.6K +521 +8%
TRCT
1273
Tower Research Capital (TRC)
New York
$517K -$1.05M -14,179 -67%
NDSI
1274
Newman Dignan & Sheerar Inc
Rhode Island
$511K +$48.3K +650 +10%
GW
1275
GW & Wade
Massachusetts
$506K +$31.2K +421 +7%
49 50
51
52 53