V icon

Visa
V

Overview Fund Activity

1,371 hedge funds and large institutions have $120B invested in Visa in 2015 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 560 increasing their positions, 513 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
+47
Holders Change %
+3.55%
% of All Funds
36.97%
Holding in Top 10
156
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.88%
% of All Funds
4.21%
New
116
Increased
560
Reduced
513
Closed
54
Calls
$578M
Puts
$747M
Net Calls
-$169M
Net Calls Change
+$250M

Top Buyers

1
MNA
Manning & Napier Advisors
New York
+$378M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
+$274M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$219M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$168M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$140M

Top Sellers

1
State Street
State Street
Massachusetts
-$265M
2
Goldman Sachs
Goldman Sachs
New York
-$262M
3
Renaissance Technologies
Renaissance Technologies
New York
-$170M
4
Sands Capital Management
Sands Capital Management
Virginia
-$141M
5
Barclays
Barclays
United Kingdom
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOT
1301
Lombard Odier Transatlantic
Quebec, Canada
$54K – – –
MSFP
1302
Mark Sheptoff Financial Planning
Connecticut
$54K +$732 +11 +1%
JFA
1303
JNBA Financial Advisors
Minnesota
$53K – – –
KLWA
1304
Kelly Lawrence W & Associates
California
$52K +$52K +780 New
Nuveen Asset Management
1305
Nuveen Asset Management
Illinois
$49.7K -$13.3K -198,753 -21%
DIA
1306
Davidson Investment Advisors
Montana
$49K +$49K +742 New
M
1307
MOTCO
Texas
$46K – – –
DSC
1308
Duncker Streett & Co
Missouri
$46K – – –
MFBTD
1309
MB Financial Bank - Trust Department
Illinois
$45K -$9.85K -148 -18%
RWA
1310
Ropes Wealth Advisors
Massachusetts
$44K – – –
KPCM
1311
Kings Point Capital Management
New York
$43K – – –
AWM
1312
AllSquare Wealth Management
New York
$42K – – –
CAL
1313
Capital Advisors Ltd
Ohio
$40K – – –
TWMP
1314
Taylor Wealth Management Partners
Massachusetts
$40K – – –
TFO
1315
Tarbox Family Office
California
$37K -$40.6K -600 -52%
WP
1316
WealthPLAN Partners
Nebraska
$37K -$4.7K -70 -11%
CP
1317
Corbenic Partners
Pennsylvania
$36K – – –
S
1318
SignatureFD
Georgia
$36K +$17.5K +264 +95%
TRCT
1319
Tower Research Capital (TRC)
New York
$35K -$610K -9,101 -95%
LWA
1320
Lenox Wealth Advisors
New York
$35K – – –
FCCM
1321
First City Capital Management
Georgia
$34.4K +$7.52K +112 +28%
UFA
1322
US Financial Advisors
Massachusetts
$33K +$15.6K +232 +89%
IRS
1323
Invictus RG (Singapore)
Singapore
$31K -$155K -2,343 -83%
GXMC
1324
Global X Management Company
New York
$29K +$5.53K +81 +24%
AP
1325
Atwood & Palmer
Missouri
$29K +$10.3K +152 +55%
51 52
53
54 55