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Visa
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Overview Fund Activity

1,578 hedge funds and large institutions have $130B invested in Visa in 2016 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 610 increasing their positions, 665 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
+44
Holders Change %
+2.87%
% of All Funds
42.17%
Holding in Top 10
219
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.95%
% of All Funds
5.85%
New
118
Increased
610
Reduced
665
Closed
57
Calls
$2.08B
Puts
$958M
Net Calls
+$1.13B
Net Calls Change
+$1.13B

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$328M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$159M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
4
Capital International Investors
Capital International Investors
California
+$112M
5
CG
Carmignac Gestion
France
+$105M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.66B
2
Capital World Investors
Capital World Investors
California
-$546M
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$498M
4
ECU
Egerton Capital (UK)
United Kingdom
-$497M
5
Sands Capital Management
Sands Capital Management
Virginia
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
1401
Vicus Capital
Pennsylvania
$272K +$272K +3,667 New
MCM
1402
Maryland Capital Management
Maryland
$270K -$32.3K -435 -11%
CA
1403
Cornerstone Advisory
Maryland
$270K +$16.9K +227 +7%
RC
1404
RegentAtlantic Capital
New Jersey
$269K – – –
HCM
1405
Harvest Capital Management
New Hampshire
$268K – – –
Boston Partners
1406
Boston Partners
Massachusetts
$267K -$5.29M -71,300 -95%
TTWM
1407
TCV Trust & Wealth Management
Virginia
$264K – – –
PWMAG
1408
Pinnacle Wealth Management Advisory Group
New Jersey
$263K -$37.8K -510 -13%
PCM
1409
Pointe Capital Management
Michigan
$262K +$446 +6 +0.2%
PHAM
1410
Palisades Hudson Asset Management
Florida
$259K – – –
HAIM
1411
Hunter Associates Investment Management
Pennsylvania
$258K -$56K -756 -18%
AA
1412
Apriem Advisors
California
$258K +$174K +2,342 +207%
SFWA
1413
Summit Financial Wealth Advisors
Louisiana
$256K -$3.33K -45 -1%
CGL
1414
Clarius Group LLC
Washington
$255K -$7.36K -99 -3%
SSP
1415
Sapphire Star Partners
Washington
$253K -$162K -2,187 -39%
AIM
1416
Assured Investment Management
New York
$250K +$250K +3,376 New
LC
1417
Lourd Capital
California
$247K +$8.61K +116 +4%
GS
1418
Girard Securities
California
$243K +$592 +8 +0.2%
ZIC
1419
ZWJ Investment Counsel
Georgia
$243K +$18.3K +247 +8%
AHB
1420
Abner Herrman & Brock
New Jersey
$242K +$242K +3,160 New
LA
1421
LVW Advisors
New York
$238K -$34K -458 -13%
SG Americas Securities
1422
SG Americas Securities
New York
$238K +$17K +229 +8%
SG
1423
Societe Generale
$238K +$238K +3,206 New
BCP
1424
Berkeley Capital Partners
Georgia
$235K -$2.15K -29 -0.9%
S
1425
SignatureFD
Georgia
$235K +$41.2K +555 +21%
55 56
57
58 59