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Visa
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Overview Fund Activity

1,660 hedge funds and large institutions have $137B invested in Visa in 2016 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 633 increasing their positions, 643 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,660
Holders Change
+87
Holders Change %
+5.53%
% of All Funds
41.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
5.91%
New
208
Increased
633
Reduced
643
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
+$858M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
3
CWM
CIBC World Markets
New York
+$408M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$384M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$333M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$476M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$444M
4
CBOA
Commonwealth Bank of Australia
Australia
-$319M
5
TCIM
TIAA CREF Investment Management
New York
-$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1426
Personal Capital Advisors
California
$339K -$8.26K -106 -2%
BW
1427
Bison Wealth
Georgia
$339K +$31.5K +404 +10%
KFS
1428
Kissinger Financial Services
Maryland
$338K +$95.5K +1,228 +39%
MIM
1429
Marco Investment Management
Georgia
$335K – – –
KB
1430
Kimelman & Baird
New York
$335K +$335K +4,297 New
WDA
1431
Wendell David Associates
New Hampshire
$332K – – –
GIP
1432
Greatmark Investment Partners
Georgia
$332K – – –
AWA
1433
Arete Wealth Advisors
Illinois
$327K +$16.8K +215 +5%
CRCP
1434
Copper Rock Capital Partners
Massachusetts
$324K -$46.9K -601 -13%
LWAC
1435
Laurel Wealth Advisors (California)
California
$323K -$124K -1,594 -28%
LBC
1436
Lowe Brockenbrough & Co
Virginia
$323K – – –
CM
1437
Crestline Management
Texas
$321K +$321K +4,111 New
SIM
1438
SSI Investment Management
California
$320K -$390 -5 -0.1%
CWM
1439
Circle Wealth Management
New Jersey
$317K +$317K +4,059 New
JIC
1440
Joel Isaacson & Co
New York
$316K -$5.3K -68 -2%
VC
1441
Vicus Capital
Pennsylvania
$314K +$83.6K +1,070 +36%
WAM
1442
Wolverine Asset Management
Illinois
$313K -$109K -1,400 -26%
BPCA
1443
Bank Pictet & Cie (Asia)
Singapore
$312K – – –
PSC
1444
Prentiss Smith & Co
Vermont
$312K – – –
CB
1445
Community Bank
New York
$310K -$10.9K -140 -3%
CIM
1446
Confluence Investment Management
Missouri
$310K +$92K +1,180 +42%
CCM
1447
Catawba Capital Management
Virginia
$309K – – –
Lido Advisors
1448
Lido Advisors
California
$309K +$59.9K +769 +24%
MCWS
1449
McKinley Carter Wealth Services
West Virginia
$306K +$156 +2 +0.1%
TIA
1450
Tiemann Investment Advisors
California
$304K -$85.8K -1,100 -22%
56 57
58
59 60