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Visa
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Overview Fund Activity

1,768 hedge funds and large institutions have $162B invested in Visa in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 747 increasing their positions, 689 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
+44
Holders Change %
+2.55%
% of All Funds
44.14%
Holding in Top 10
279
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.06%
% of All Funds
6.97%
New
114
Increased
747
Reduced
689
Closed
53
Calls
$3.61B
Puts
$1.16B
Net Calls
+$2.46B
Net Calls Change
+$413M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$560M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$338M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$246M
4
Morgan Stanley
Morgan Stanley
New York
+$193M
5
Primecap Management
Primecap Management
California
+$182M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$548M
2
CWM
CIBC World Markets
New York
-$464M
3
Sands Capital Management
Sands Capital Management
Virginia
-$423M
4
ECU
Egerton Capital (UK)
United Kingdom
-$379M
5
State Street
State Street
Massachusetts
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAG
1401
First Capital Advisors Group
New Jersey
$637K -$59.4K -634 -9%
LJAC
1402
L.J. Altfest & Co
New York
$637K – – –
NL
1403
NWAM LLC
Washington
$632K +$72.8K +776 +13%
SFA
1404
Sequoia Financial Advisors
Ohio
$626K +$63.6K +678 +11%
SGI
1405
Summit Global Investments
Utah
$624K +$62.9K +670 +11%
CL
1406
CIM LLC
New York
$621K -$58.2K -620 -9%
GC
1407
Gratry & Company
Ohio
$614K -$15K -160 -2%
SIC
1408
Salem Investment Counselors
North Carolina
$611K +$84.2K +898 +16%
MSFP
1409
Mark Sheptoff Financial Planning
Connecticut
$605K +$9.29K +99 +2%
HFM
1410
Hartford Financial Management
Connecticut
$605K +$32.9K +351 +6%
AIM
1411
Acropolis Investment Management
Missouri
$602K -$29.5K -314 -5%
LP
1412
LGL Partners
Pennsylvania
$598K -$20.6K -220 -3%
SFS
1413
Sowell Financial Services
Arkansas
$591K +$4.35K +43 +0.7%
CC
1414
Courier Capital
New York
$589K -$53K -565 -8%
BEAM
1415
Baker Ellis Asset Management
Washington
$587K +$1.88K +20 +0.3%
CCM
1416
Canal Capital Management
Virginia
$585K +$74.6K +796 +15%
WA
1417
WFG Advisors
Texas
$578K -$94.6K -1,008 -14%
SCA
1418
Salient Capital Advisors
Texas
$577K -$739K -7,874 -56%
SCI
1419
S&CO Inc
Massachusetts
$572K – – –
GRP
1420
Global Retirement Partners
California
$572K +$144K +1,537 +34%
WP
1421
WealthPLAN Partners
Nebraska
$569K +$539K +5,750 +1,814%
SPWA
1422
SteelBridge Private Wealth Advisors
Florida
$564K -$1.87K -20 -0.3%
GWCM
1423
Godshalk Welsh Capital Management
Pennsylvania
$563K – – –
VKH
1424
Virtu KCG Holdings
New York
$561K -$2.92M -31,097 -84%
HFA
1425
High Falls Advisors
New York
$561K +$563 +6 +0.1%
55 56
57
58 59