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Visa
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Overview Fund Activity

1,573 hedge funds and large institutions have $143B invested in Visa in 2016 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 606 increasing their positions, 686 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
-5
Holders Change %
-0.32%
% of All Funds
42.04%
Holding in Top 10
262
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+19.63%
% of All Funds
7%
New
96
Increased
606
Reduced
686
Closed
83
Calls
$2.26B
Puts
$811M
Net Calls
+$1.45B
Net Calls Change
+$321M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.35B
2
Goldman Sachs
Goldman Sachs
New York
+$553M
3
State Street
State Street
Massachusetts
+$496M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$293M
5
UBS Group
UBS Group
Switzerland
+$208M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$487M
2
Macquarie Group
Macquarie Group
Australia
-$439M
3
LPC
Lone Pine Capital
Connecticut
-$403M
4
GE
General Electric
Ohio
-$397M
5
Ameriprise
Ameriprise
Minnesota
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1376
Independence Advisors
Pennsylvania
$305K +$496 +6 +0.2%
HCM
1377
Harvest Capital Management
New Hampshire
$300K +$11.2K +140 +4%
OMCS
1378
Old Mutual Customised Solutions
South Africa
$298K -$141K -1,700 -32%
SIG
1379
Stanford Investment Group
California
$298K -$15.2K -184 -5%
Boston Partners
1380
Boston Partners
Massachusetts
$298K – – –
TTWM
1381
TCV Trust & Wealth Management
Virginia
$295K – – –
LA
1382
LVW Advisors
New York
$294K +$29.3K +355 +11%
GBT
1383
Grove Bank & Trust
Florida
$292K +$49.6K +600 +20%
CWM
1384
Cornerstone Wealth Management
Missouri
$292K +$292K +3,520 New
TA
1385
Tiedemann Advisors
New York
$289K +$289K +3,509 New
PHAM
1386
Palisades Hudson Asset Management
Florida
$288K – – –
SFWA
1387
Summit Financial Wealth Advisors
Louisiana
$286K – – –
PWMAG
1388
Pinnacle Wealth Management Advisory Group
New Jersey
$285K -$8.26K -100 -3%
PCM
1389
Pointe Capital Management
Michigan
$278K -$13.2K -160 -5%
HTHT
1390
Hemenway Trust Hemenway Trust
New Hampshire
$277K +$45.5K +550 +20%
SSP
1391
Sapphire Star Partners
Washington
$276K -$6.54K -79 -2%
LWM
1392
Lenox Wealth Management
Ohio
$276K +$15.1K +182 +6%
FHB
1393
First Hawaiian Bank
Hawaii
$273K +$25.2K +305 +10%
BC
1394
Bartlett & Co
Ohio
$271K +$20.7K +250 +8%
BFPW
1395
BOK Financial Private Wealth
Colorado
$269K +$269K +3,257 New
HHAA
1396
Henry H. Armstrong Associates
Pennsylvania
$268K +$268K +3,238 New
TRCT
1397
Tower Research Capital (TRC)
New York
$267K -$310K -3,751 -54%
TDC
1398
Thompson Davis & Co
Virginia
$266K +$147K +1,769 +123%
Lido Advisors
1399
Lido Advisors
California
$265K -$110K -1,328 -29%
KJHP
1400
K.J. Harrison & Partners
Ontario, Canada
$263K +$263K +3,184 New
54 55
56
57 58