V icon

Visa
V

Overview Fund Activity

1,534 hedge funds and large institutions have $134B invested in Visa in 2016 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 659 increasing their positions, 609 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
Holders Change
+7
Holders Change %
+0.46%
% of All Funds
40.94%
Holding in Top 10
228
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5%
% of All Funds
6.08%
New
108
Increased
659
Reduced
609
Closed
85
Calls
$559M
Puts
$561M
Net Calls
-$1.68M
Net Calls Change
+$106M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$272M
2
Barclays
Barclays
United Kingdom
+$240M
3
ECU
Egerton Capital (UK)
United Kingdom
+$214M
4
FPP
Findlay Park Partners
United Kingdom
+$205M
5
Invesco
Invesco
Georgia
+$159M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$478M
2
Goldman Sachs
Goldman Sachs
New York
-$419M
3
LPC
Lone Pine Capital
Connecticut
-$404M
4
Sands Capital Management
Sands Capital Management
Virginia
-$320M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1276
Gupta Wealth Management
California
$414K +$229 +3 +0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
1277
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$411K -$12.3M -160,608 -97%
ITIM
1278
Indiana Trust & Investment Management
Indiana
$409K +$321K +4,200 +367%
PFA
1279
Pure Financial Advisors
California
$409K +$409K +5,266 New
GD
1280
Grandfield & Dodd
New York
$405K – – –
OMCS
1281
Old Mutual Customised Solutions
South Africa
$405K – – –
SWA
1282
Sutton Wealth Advisors
Florida
$404K +$404K +5,284 New
HHGA
1283
Halbert Hargrove Global Advisors
California
$403K -$92.1K -1,203 -19%
Fuller & Thaler Asset Management
1284
Fuller & Thaler Asset Management
California
$398K -$582K -7,600 -59%
LFR
1285
Lehman Financial Resources
Pennsylvania
$397K – – –
PFS
1286
Prospera Financial Services
Texas
$390K +$89.6K +1,171 +30%
RC
1287
Roundview Capital
New Jersey
$389K – – –
KFS
1288
Kurt F. Somerville
$382K -$38.2K -500 -9%
SCM
1289
SOL Capital Management
Maryland
$382K -$22.9K -300 -6%
TIA
1290
Tiemann Investment Advisors
California
$382K – – –
TCM
1291
Tradewinds Capital Management
Washington
$375K – – –
IIM
1292
Ivory Investment Management
New York
$375K +$375K +4,905 New
CG
1293
Colony Group
Massachusetts
$371K -$79.9K -1,046 -18%
CL
1294
Choreo LLC
Illinois
$369K -$46.1K -602 -11%
CC
1295
Courier Capital
New York
$369K – – –
FFSOTS
1296
Fiduciary Financial Services of The Southwest
Texas
$369K +$53.6K +702 +17%
SIC
1297
Salem Investment Counselors
North Carolina
$369K +$124K +1,620 +51%
LSV Asset Management
1298
LSV Asset Management
Illinois
$367K – – –
GI
1299
Glovista Investments
New Jersey
$365K -$69.7K -912 -16%
MHS
1300
M Holdings Securities
Oregon
$363K -$2.06K -27 -0.6%
50 51
52
53 54