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Visa
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Overview Fund Activity

1,768 hedge funds and large institutions have $162B invested in Visa in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 747 increasing their positions, 689 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
+44
Holders Change %
+2.55%
% of All Funds
44.14%
Holding in Top 10
279
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.06%
% of All Funds
6.97%
New
114
Increased
747
Reduced
689
Closed
53
Calls
$3.61B
Puts
$1.16B
Net Calls
+$2.46B
Net Calls Change
+$413M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$560M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$338M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$246M
4
Morgan Stanley
Morgan Stanley
New York
+$193M
5
Primecap Management
Primecap Management
California
+$182M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$548M
2
CWM
CIBC World Markets
New York
-$464M
3
Sands Capital Management
Sands Capital Management
Virginia
-$423M
4
ECU
Egerton Capital (UK)
United Kingdom
-$379M
5
State Street
State Street
Massachusetts
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1276
Clearstead Advisors
Ohio
$989K +$140K +1,495 +17%
AIM
1277
Allen Investment Management
New York
$986K +$986K +10,509 New
IIM
1278
Intact Investment Management
Quebec, Canada
$975K – – –
FIM
1279
Foresters Investment Management
New York
$974K +$787K +8,389 +421%
NO
1280
Ninety One
South Africa
$970K – – –
FNBOH
1281
First National Bank of Hutchinson
Kansas
$970K +$9.4K +94 +1%
MJP
1282
Michael J. Puzo
$969K -$18.8K -200 -2%
OWP
1283
Obermeyer Wealth Partners
Colorado
$967K -$115K -1,228 -11%
SFM
1284
Systematic Financial Management
New Jersey
$966K – – –
FFSOTS
1285
Fiduciary Financial Services of The Southwest
Texas
$961K +$154K +1,640 +19%
FCH
1286
Freestone Capital Holdings
Washington
$961K +$201K +2,143 +26%
VFPI
1287
Vantage Financial Partners (Illinois)
Illinois
$958K +$958K +10,200 New
CDH
1288
Charles D. Hyman
$952K +$93.8K +1,000 +11%
BMO
1289
Beck Mack & Oliver
New York
$946K – – –
FFWA
1290
FRG Family Wealth Advisors
Washington
$939K +$163K +1,740 +21%
AF
1291
Ally Financial
Michigan
$938K +$938K +10,000 New
TNAM
1292
Terra Nova Asset Management
New York
$936K -$1.88K -20 -0.2%
FMWA
1293
Forvis Mazars Wealth Advisors
Missouri
$935K +$206K +2,195 +28%
NWP
1294
Northstar Wealth Partners
Connecticut
$931K +$85.2K +897 +10%
GI
1295
Glovista Investments
New Jersey
$923K +$113K +1,202 +14%
CCP
1296
Corient Capital Partners
California
$910K -$11.5K -123 -1%
BLAM
1297
Bourne Lent Asset Management
New York
$910K – – –
RGNCM
1298
R.G. Niederhoffer Capital Management
New York
$910K +$281K +3,000 +45%
LPIC
1299
LeJeune Puetz Investment Counsel
Michigan
$898K – – –
GCP
1300
GSA Capital Partners
United Kingdom
$897K +$346K +3,692 +63%
50 51
52
53 54