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Visa
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Overview Fund Activity

1,660 hedge funds and large institutions have $137B invested in Visa in 2016 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 633 increasing their positions, 643 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,660
Holders Change
+87
Holders Change %
+5.53%
% of All Funds
41.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
5.91%
New
208
Increased
633
Reduced
643
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
+$858M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
3
CWM
CIBC World Markets
New York
+$408M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$384M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$333M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$476M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$444M
4
CBOA
Commonwealth Bank of Australia
Australia
-$319M
5
TCIM
TIAA CREF Investment Management
New York
-$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
1276
GM Advisory Group
New York
$648K +$648K +8,308 New
RHAM
1277
Round Hill Asset Management
California
$643K +$643K +8,225 New
RCM
1278
Radnor Capital Management
Pennsylvania
$643K +$643K +8,240 New
DWT
1279
Dorsey & Whitney Trust
South Dakota
$640K -$113K -1,446 -15%
CA
1280
Clearstead Advisors
Ohio
$640K +$640K +8,202 New
NCMW
1281
Northern Capital Management (Wisconsin)
Wisconsin
$638K – – –
CWM
1282
Confluence Wealth Management
Oregon
$636K – – –
CDH
1283
Charles D. Hyman
$636K – – –
LCP
1284
Legacy Capital Partners
Wisconsin
$629K – – –
SC
1285
Savant Capital
Illinois
$629K +$20.8K +267 +3%
LJAC
1286
L.J. Altfest & Co
New York
$625K -$15.5K -199 -2%
IPAM
1287
ICICI Prudential Asset Management
India
$624K +$624K +8,000 New
EMG
1288
Ellington Management Group
Connecticut
$624K +$624K +8,000 New
VWA
1289
V Wealth Advisors
Kansas
$623K -$16.4K -210 -3%
CG
1290
Cutler Group
California
$615K -$751K -9,627 -55%
CIM
1291
CenturyLink Investment Management
Colorado
$612K +$156 +2 +0%
SFSG
1292
Stearns Financial Services Group
North Carolina
$612K +$46.4K +595 +8%
IIC
1293
Ironwood Investment Counsel
Arizona
$611K +$232K +2,979 +61%
AAM
1294
American Asset Management
Florida
$606K +$3.9K +50 +0.6%
JCM
1295
Jacobi Capital Management
Pennsylvania
$603K -$47.4K -580 -7%
TPW
1296
Tiller Private Wealth
Pennsylvania
$603K +$156 +2 +0%
FIM
1297
Freedom Investment Management
Connecticut
$600K -$24.5K -314 -4%
SFI
1298
SPC Financial Inc
Maryland
$598K +$41.8K +535 +8%
LP
1299
LGL Partners
Pennsylvania
$592K – – –
Dodge & Cox
1300
Dodge & Cox
California
$591K -$117K -1,500 -17%
50 51
52
53 54