V icon

Visa
V

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 %
CPO
1526
Cerity Partners OCIO
New York
$204K +$204K +2,602 New
PL
1527
Plancorp LLC
Missouri
$204K +$204K +2,631 New
HCP
1528
Holt Capital Partners
Texas
$203K – – –
AW
1529
Alpha Windward
Massachusetts
$202K +$3.52K +45 +2%
SHCM
1530
Stokes & Hubbell Capital Management
Louisiana
$201K +$201K +2,574 New
KF
1531
Krilogy Financial
Missouri
$200K -$30.6K -392 -13%
SGK
1532
Steigerwald Gordon & Koch
Virginia
$200K +$200K +2,559 New
PWAG
1533
Polaris Wealth Advisory Group
California
$200K +$200K +2,566 New
WPA
1534
West Paces Advisors
Georgia
$198K +$198K +2,539 New
EFSCE
1535
Enterprise Financial Services Corp (EFSC)
Missouri
$195K -$2.81K -36 -1%
FFC
1536
First Financial Corp
Indiana
$193K -$38.9K -500 -17%
NEAM
1537
New England Asset Management
Connecticut
$187K – – –
TG
1538
TLP Group
Illinois
$187K +$66.6K +855 +55%
GWS
1539
Glassman Wealth Services
Virginia
$174K -$7.48K -96 -4%
WA
1540
WealthTrust-Arizona
Arizona
$174K +$10.1K +129 +6%
ATC
1541
Adirondack Trust Company
New York
$168K – – –
DBT
1542
Dubuque Bank & Trust
Iowa
$167K +$77.9K +997 +87%
PO
1543
Private Ocean
California
$164K -$617K -7,900 -79%
BIG
1544
Bellwether Investment Group
Tennessee
$163K +$163K +2,091 New
HIIFS
1545
Harel Insurance Investments & Financial Services
Israel
$162K -$80.2K -1,030 -33%
AAP
1546
Arax Advisory Partners
Colorado
$160K +$160K +2,052 New
NYLT
1547
New York Life Trust
New York
$158K -$782 -10 -0.5%
TDC
1548
Thompson Davis & Co
Virginia
$157K -$93.4K -1,198 -37%
PHK
1549
Point72 Hong Kong
Hong Kong
$154K +$154K +1,978 New
LWM
1550
Lenox Wealth Management
Ohio
$148K -$113K -1,442 -43%
60 61
62
63 64