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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 %
PCFFS
1551
Pacific Center for Financial Services
California
$138K +$138K +1,772 New
TF
1552
Tompkins Financial
New York
$133K – – –
SEIA
1553
Signature Estate & Investment Advisors
California
$131K – – –
DSC
1554
Duncker Streett & Co
Missouri
$131K +$78 +1 +0.1%
JAM
1555
JCIC Asset Management
Ontario, Canada
$126K +$126K +1,620 New
AF
1556
Allworth Financial
California
$125K -$15.7K -200 -11%
AIC
1557
Ayalon Insurance Company
Israel
$122K +$39.1K +500 +47%
GAM
1558
Gemmer Asset Management
California
$117K – – –
DAM
1559
Delta Asset Management
Tennessee
$117K – – –
LF
1560
Lee Financial
Texas
$115K +$115K +1,480 New
BTIS
1561
BB&T Investment Services
North Carolina
$113K +$113K +1,455 New
ACM
1562
AUA Capital Management
Pennsylvania
$108K +$108K +1,380 New
HFM
1563
Hartford Financial Management
Connecticut
$100K +$32.7K +420 +49%
MIC
1564
MU Investments Company
Japan
$97K -$77.4K -990 -44%
ZB
1565
Zions Bancorporation
Utah
$97K -$2.42K -31 -2%
OFW
1566
Omnia Family Wealth
Florida
$96K +$96K +1,224 New
FPB
1567
First PREMIER Bank
South Dakota
$94K – – –
CLM
1568
ClearBridge LLC (Maryland)
Maryland
$93K – – –
FFW
1569
Fusion Family Wealth
New York
$91K +$91K +1,121 New
AIM
1570
Advantage Investment Management
Iowa
$90K +$1.88K +24 +2%
LJHT
1571
Laurie J. Hall Trustee
$90K +$90K +1,090 New
MCA
1572
Mercer Capital Advisers
New Jersey
$89K -$3.9K -50 -4%
DIA
1573
Davidson Investment Advisors
Montana
$89K +$10.5K +137 +13%
RPG
1574
Risk Paradigm Group
Texas
$88.2K +$8.97K +115 +11%
EF
1575
Empirical Finance
Pennsylvania
$88K +$88K +1,116 New
61 62
63
64 65