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Visa
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Overview Fund Activity

1,724 hedge funds and large institutions have $155B invested in Visa in 2017 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 678 increasing their positions, 713 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
+64
Holders Change %
+3.86%
% of All Funds
42.98%
Holding in Top 10
282
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+19.49%
% of All Funds
7.03%
New
145
Increased
678
Reduced
713
Closed
61
Calls
$2.89B
Puts
$846M
Net Calls
+$2.04B
Net Calls Change
+$664M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.69B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$419M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$305M
4
ClearBridge Investments
ClearBridge Investments
New York
+$238M
5
ECU
Egerton Capital (UK)
United Kingdom
+$229M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$573M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$335M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$294M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$271M
5
Renaissance Technologies
Renaissance Technologies
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPI
1376
Mairs & Power Inc
Minnesota
$560K -$8.9K -100 -2%
NA
1377
NewEdge Advisors
Louisiana
$559K +$153K +1,709 +38%
PB
1378
Pinnacle Bancorp
Nebraska
$557K +$557K +6,266 New
BEAM
1379
Baker Ellis Asset Management
Washington
$555K -$15.6K -175 -3%
DTL
1380
Dynamic Technology Lab
Singapore
$551K -$392K -4,414 -42%
LBC
1381
Lowe Brockenbrough & Co
Virginia
$551K +$182K +2,050 +49%
SFS
1382
Sowell Financial Services
Arkansas
$549K +$73.5K +776 +15%
DA
1383
DSC Advisors
Illinois
$549K +$549K +6,183 New
SCI
1384
S&CO Inc
Massachusetts
$542K – – –
HFM
1385
Hartford Financial Management
Connecticut
$542K +$428K +4,825 +375%
HWA
1386
Heritage Wealth Advisors
Virginia
$541K +$25.4K +286 +5%
SPWA
1387
SteelBridge Private Wealth Advisors
Florida
$537K -$4.27K -48 -0.8%
AL
1388
Aspiriant LLC
California
$537K +$537K +6,047 New
GWCM
1389
Godshalk Welsh Capital Management
Pennsylvania
$533K – – –
SFA
1390
Sequoia Financial Advisors
Ohio
$533K +$2.4K +27 +0.5%
PIM
1391
Partner Investment Management
California
$533K +$533K +5,993 New
SGI
1392
Summit Global Investments
Utah
$531K +$531K +5,980 New
HFA
1393
High Falls Advisors
New York
$531K +$45K +507 +9%
NL
1394
NWAM LLC
Washington
$530K -$111K -1,254 -17%
PK
1395
Pflug Koory
Nebraska
$530K – – –
BWP
1396
Baldwin Wealth Partners
Massachusetts
$526K +$35.4K +399 +7%
IR
1397
Invictus RG
Bermuda
$525K +$505K +5,681 +2,492%
GCP
1398
GSA Capital Partners
United Kingdom
$522K +$522K +5,876 New
HIC
1399
Holderness Investments Company
North Carolina
$520K +$520K +5,850 New
WAM
1400
Weatherly Asset Management
California
$519K -$15.4K -173 -3%
54 55
56
57 58