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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 %
NO
1251
Ninety One
South Africa
$919K – – –
SFM
1252
Systematic Financial Management
New Jersey
$915K – – –
FRM
1253
Fox Run Management
Connecticut
$915K +$480K +5,400 +110%
RC
1254
Roundview Capital
New Jersey
$901K +$91.1K +1,024 +11%
NBC
1255
Neuberger Berman Canada
Ontario, Canada
$901K +$901K +10,138 New
BMO
1256
Beck Mack & Oliver
New York
$896K – – –
LSA
1257
L & S Advisors
California
$896K +$118K +1,328 +15%
JSL
1258
JT Stratford LLC
Georgia
$895K +$297K +3,343 +50%
CHC
1259
City Holding Co
West Virginia
$892K +$25.8K +290 +3%
TNAM
1260
Terra Nova Asset Management
New York
$888K +$147K +1,659 +20%
MWP
1261
MYCIO Wealth Partners
Pennsylvania
$883K +$553K +6,221 +168%
VWA
1262
V Wealth Advisors
Kansas
$877K +$170K +1,915 +24%
CCP
1263
Corient Capital Partners
California
$873K -$73.3K -825 -8%
IWM
1264
Integrated Wealth Management
California
$872K -$97.5K -1,097 -10%
FPA
1265
Fieldpoint Private Advisors
New York
$865K -$2.83M -31,790 -77%
BLAM
1266
Bourne Lent Asset Management
New York
$862K – – –
NFG
1267
Next Financial Group
Texas
$859K -$590K -6,462 -41%
FNBOH
1268
First National Bank of Hutchinson
Kansas
$854K +$7.82K +88 +0.9%
LPIC
1269
LeJeune Puetz Investment Counsel
Michigan
$851K -$242K -2,720 -22%
OA
1270
Oak Associates
Ohio
$844K – – –
ACP
1271
Aviance Capital Partners
Florida
$843K -$27.5K -309 -3%
FHA
1272
First Horizon Advisors
Tennessee
$841K +$293K +3,276 +54%
IIC
1273
Ironwood Investment Counsel
Arizona
$838K +$142K +1,601 +20%
WAS
1274
WESPAC Advisors SoCal
California
$837K -$104K -1,175 -11%
BCM
1275
Brookstone Capital Management
Illinois
$834K +$27.2K +306 +3%
49 50
51
52 53