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Visa
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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 %
WI
1301
Wedgewood Investors
Pennsylvania
$361K – – –
AFP
1302
Ausdal Financial Partners
Iowa
$356K -$19.2K -251 -5%
1SB
1303
1ST Source Bank
Indiana
$355K +$3.44K +45 +1%
SI
1304
Scout Investments
Missouri
$354K -$17.2K -225 -5%
MWM
1305
Mission Wealth Management
California
$353K +$118K +1,541 +50%
LBA
1306
Letko, Brosseau & Associates
Quebec, Canada
$349K – – –
AAS
1307
Annex Advisory Services
Wisconsin
$343K -$221K -2,895 -39%
CPIG
1308
Chicago Partners Investment Group
Illinois
$342K +$612 +8 +0.2%
SAM
1309
Summit Asset Management
Tennessee
$338K +$338K +4,420 New
LWAC
1310
Laurel Wealth Advisors (California)
California
$336K -$164K -2,148 -33%
SPWA
1311
SteelBridge Private Wealth Advisors
Florida
$335K +$335K +4,379 New
MWP
1312
MYCIO Wealth Partners
Pennsylvania
$332K +$99.7K +1,303 +43%
CHC
1313
City Holding Co
West Virginia
$331K -$3.82K -50 -1%
AUB
1314
Atlantic Union Bankshares
Virginia
$330K – – –
PNC
1315
Park National Corp
Ohio
$329K +$329K +4,307 New
GIP
1316
Greatmark Investment Partners
Georgia
$325K +$31.5K +412 +11%
SS
1317
Simplicity Solutions
Minnesota
$324K -$3.02M -39,417 -90%
CB
1318
Community Bank
New York
$324K -$16.1K -210 -5%
HAIM
1319
Hunter Associates Investment Management
Pennsylvania
$324K -$7.64K -100 -2%
JIC
1320
Joel Isaacson & Co
New York
$323K – – –
NED
1321
Nancy E. Dempze
$321K – – –
PL
1322
Parkwood LLC
Ohio
$319K -$3.65M -47,746 -92%
IIC
1323
Ironwood Investment Counsel
Arizona
$319K +$26.9K +352 +9%
VCM
1324
Versant Capital Management
Arizona
$318K -$8.03K -105 -2%
WI
1325
WrapManager Inc
California
$317K +$317K +4,142 New
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