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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 %
VIM
1576
Veritas Investment Management
United Kingdom
$86K – – –
SIM
1577
Sonora Investment Management
Arizona
$85.8K – – –
AA
1578
Apriem Advisors
California
$85K -$12.3K -158 -13%
HCM
1579
Highlander Capital Management
New Jersey
$78K – – –
WC
1580
Whitnell & Co
Illinois
$78K – – –
LWM
1581
LBA Wealth Management
Florida
$78K – – –
APSP
1582
Asset Planning Services (Pennsylvania)
Pennsylvania
$78K – – –
JGIA
1583
Jackson Grant Investment Advisers
Connecticut
$77K -$17.7K -226 -19%
BC
1584
Barnett & Company
Tennessee
$77K – – –
EARNEST Partners
1585
EARNEST Partners
Georgia
$73K +$73K +931 New
HDIM
1586
Hanson & Doremus Investment Management
Vermont
$71K – – –
WIM
1587
Westside Investment Management
California
$69.7K +$69.7K +852 New
HCC
1588
Hirtle Callaghan & Co
Pennsylvania
$68K -$40.2K -520 -37%
CHP
1589
Cable Hill Partners
Oregon
$63K -$26K -334 -29%
AWM
1590
AllSquare Wealth Management
New York
$62K – – –
CCM
1591
Cribstone Capital Management
Maine
$61K -$11.3K -139 -16%
BWA
1592
Burt Wealth Advisors
Maryland
$61K – – –
RFWA
1593
RPg Family Wealth Advisory
Massachusetts
$60.4K -$3.66M -46,900 -98%
GBBWRPM
1594
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$55K – – –
RBC
1595
Roble Belko & Company
Pennsylvania
$55K +$42.1K +539 +327%
TJHA
1596
Thomas J. Herzfeld Advisors
Florida
$54K +$78 +1 +0.1%
M
1597
MOTCO
Texas
$53K -$24.7K -317 -32%
VCM
1598
Vigilant Capital Management
Maine
$51K -$7.74K -100 -13%
CFA
1599
Camarda Financial Advisors
Florida
$50K -$6.02K -77 -11%
TIM
1600
Tortoise Investment Management
New York
$50K – – –
62 63
64
65 66