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 %
OSAM
1351
O'Shaughnessy Asset Management
Connecticut
$10K -$7.53K -110 -43%
SFWA
1352
Summit Financial Wealth Advisors
Louisiana
$8K – – –
LWM
1353
LBA Wealth Management
Florida
$8K – – –
VCM
1354
Vigilant Capital Management
Maine
$7K – – –
RBC
1355
Roble Belko & Company
Pennsylvania
$7K – – –
CFSG
1356
Community Financial Services Group
Vermont
$6K -$12.9K -180 -68%
RIA
1357
Regal Investment Advisors
Michigan
$6K – – –
EWM
1358
Edge Wealth Management
New York
$5K – – –
PRS
1359
Pinkerton Retirement Specialists
Idaho
$5K +$5K +68 New
AT
1360
Arden Trust
Delaware
$4.04K -$174 -2,595 -4%
NC
1361
NewSquare Capital
Pennsylvania
$4K -$115K -1,607 -97%
LWA
1362
Lowe Wealth Advisors
Maryland
$4K – – –
HR
1363
Howe & Rusling
New York
$4K +$4K +56 New
RWM
1364
Rezny Wealth Management
Florida
$4K +$4K +68 New
SA
1365
SRH Advisors
Kansas
$2K – – –
MIM
1366
Macroview Investment Management
Maryland
$2K – – –
CFS
1367
Commonwealth Financial Services
West Virginia
$2K – – –
FMP
1368
Financial Management Professionals
Texas
$2K +$2K +40 New
Fiera Capital (Canada)
1369
Fiera Capital (Canada)
Quebec, Canada
$1.82K +$1.82K +27,128 New
WCM
1370
Wealthcare Capital Management
Virginia
$1K -$70.3K -844 -99%
AA
1371
AlphaMark Advisors
Kentucky
$1K +$882 +15 +750%
KCPG
1372
Kavar Capital Partners Group
Kansas
$1K +$1K +26 New
SCP
1373
Syntal Capital Partners
Texas
$222 +$1 +19 +0.6%
Select Equity Group
1374
Select Equity Group
New York
– -$24M -367,456 Closed
JCM
1375
Janney Capital Management
Pennsylvania
– -$20.2M -309,447 Closed
53 54
55
56 57