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Visa
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Overview Fund Activity

1,436 hedge funds and large institutions have $131B invested in Visa in 2015 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 634 increasing their positions, 496 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+65
Holders Change %
+4.74%
% of All Funds
40.13%
Holding in Top 10
221
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+41.67%
% of All Funds
6.18%
New
121
Increased
634
Reduced
496
Closed
48
Calls
$836M
Puts
$848M
Net Calls
-$12.2M
Net Calls Change
+$157M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$780M
2
Jennison Associates
Jennison Associates
New York
+$347M
3
CGI
CI Global Investments
California
+$202M
4
WRF
Waddell & Reed Financial
Kansas
+$195M
5
AT
Alliance Trust
United Kingdom
+$156M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$616M
2
Harris Associates
Harris Associates
Illinois
-$415M
3
DCM
Discovery Capital Management
Connecticut
-$242M
4
MNA
Manning & Napier Advisors
New York
-$234M
5
Sands Capital Management
Sands Capital Management
Virginia
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
1301
Clark Capital Management Group
Pennsylvania
$217K +$217K +3,119 New
DMC
1302
Drexel Morgan & Co
Pennsylvania
$214K -$36.2K -520 -14%
IRS
1303
Invictus RG (Singapore)
Singapore
$213K +$180K +2,585 +551%
BAC
1304
Boys Arnold & Co
North Carolina
$210K +$210K +3,018 New
GIA
1305
Guyasuta Investment Advisors
Pennsylvania
$210K +$210K +3,022 New
HCM
1306
Highlander Capital Management
New Jersey
$208K – – –
LA
1307
LVW Advisors
New York
$208K +$208K +2,986 New
SS
1308
Simplicity Solutions
Minnesota
$206K +$206K +2,954 New
ZIC
1309
ZWJ Investment Counsel
Georgia
$205K +$205K +2,939 New
MWM
1310
Mission Wealth Management
California
$205K +$205K +2,942 New
JWM
1311
Jackson Wealth Management
Florida
$205K +$205K +2,944 New
CBN
1312
Cadence Bank NA
Texas
$201K -$11.8K -169 -6%
ZF
1313
Zhang Financial
Michigan
$201K +$201K +2,891 New
PSI
1314
Pinnacle Summer Investments
Virginia
$200K +$173K +2,473 +646%
BOS
1315
Bingham Osborn & Scarborough
California
$200K +$200K +2,876 New
RS
1316
Robeco Schweiz
Switzerland
$199K +$199K +2,900 New
AW
1317
Alpha Windward
Massachusetts
$195K -$16.5K -237 -8%
Group One Trading
1318
Group One Trading
Illinois
$192K +$3.13K +45 +2%
CCMW
1319
Cypress Capital Management (Wyoming)
Wyoming
$189K +$2.09K +30 +1%
HCP
1320
Holt Capital Partners
Texas
$181K – – –
BCM
1321
Blume Capital Management
California
$181K – – –
MPWT
1322
MassMutual Private Wealth & Trust
Connecticut
$177K +$110K +515 +163%
NYLT
1323
New York Life Trust
New York
$177K +$62.4K +895 +55%
LWM
1324
LBA Wealth Management
Florida
$176K +$168K +2,400 +2,000%
WIC
1325
Woodmont Investment Counsel
Tennessee
$170K – – –
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