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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 %
IIC
1501
Integrated Investment Consultants
Michigan
$229K – – –
RS
1502
Robeco Schweiz
Switzerland
$227K – – –
IC
1503
InterOcean Capital
Illinois
$225K +$12.6K +162 +6%
TWA
1504
TCI Wealth Advisors
Arizona
$225K +$21.8K +279 +11%
WRM
1505
Weybosset Research & Management
Rhode Island
$223K -$21.5K -275 -9%
PAG
1506
Private Advisory Group
Washington
$221K +$221K +2,833 New
LC
1507
Lourd Capital
California
$220K +$20.5K +263 +10%
WDL
1508
Well Done LLC
Michigan
$219K +$219K +2,805 New
PAS
1509
Partnervest Advisory Services
California
$219K +$219K +2,808 New
SAA
1510
Southeast Asset Advisors
Georgia
$218K – – –
DWM
1511
Darwin Wealth Management
Florida
$218K +$234 +3 +0.1%
MCA
1512
Morris Capital Advisors
Pennsylvania
$215K – – –
DAC
1513
Dividend Assets Capital
South Carolina
$215K +$2.97K +38 +1%
EGA
1514
Eagle Global Advisors
Texas
$214K – – –
SIG
1515
Sky Investment Group
Connecticut
$214K +$19.9K +255 +10%
SFM
1516
Signet Financial Management
New Jersey
$213K – – –
BCM
1517
Blume Capital Management
California
$211K -$3.36K -43 -2%
Aristotle Capital Management
1518
Aristotle Capital Management
California
$211K – – –
NB
1519
NBT Bank
New York
$211K – – –
BCM
1520
BTC Capital Management
Iowa
$211K – – –
CIAN
1521
Capstone Investment Advisors (Netherlands)
New York
$211K +$211K +2,706 New
AHB
1522
Abner Herrman & Brock
New Jersey
$208K -$48.3K -595 -19%
HIC
1523
Harvey Investment Company
Kentucky
$208K – – –
JIP
1524
Jaffetilchin Investment Partners
Florida
$206K – – –
UAS
1525
United Asset Strategies
New York
$204K -$26.6K -342 -12%
59 60
61
62 63