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Visa
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Overview Fund Activity

1,724 hedge funds and large institutions have $155B invested in Visa in 2017 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 678 increasing their positions, 713 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
+64
Holders Change %
+3.86%
% of All Funds
42.98%
Holding in Top 10
282
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+19.49%
% of All Funds
7.03%
New
145
Increased
678
Reduced
713
Closed
61
Calls
$2.89B
Puts
$846M
Net Calls
+$2.04B
Net Calls Change
+$664M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.69B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$419M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$305M
4
ClearBridge Investments
ClearBridge Investments
New York
+$238M
5
ECU
Egerton Capital (UK)
United Kingdom
+$229M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$573M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$335M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$294M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$271M
5
Renaissance Technologies
Renaissance Technologies
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
1576
Zhang Financial
Michigan
$230K +$230K +1,926 New
SGK
1577
Steigerwald Gordon & Koch
Virginia
$227K – – –
WAM
1578
Winslow Asset Management
Ohio
$227K +$227K +2,550 New
BL
1579
BFSG LLC
California
$227K +$227K +2,550 New
FNBSF
1580
First National Bank Sioux Falls
South Dakota
$227K +$227K +2,552 New
PL
1581
Plancorp LLC
Missouri
$226K -$6.63K -75 -3%
AW
1582
Alpha Windward
Massachusetts
$226K -$3.19K -36 -1%
BOS
1583
Bingham Osborn & Scarborough
California
$226K +$226K +2,539 New
WPA
1584
West Paces Advisors
Georgia
$226K – – –
IDBONY
1585
Israel Discount Bank of New York
New York
$225K -$180K -2,027 -44%
LC
1586
LCNB Corp
Ohio
$224K +$224K +2,512 New
EWM
1587
Evermay Wealth Management
Virginia
$224K +$224K +2,517 New
EFSCE
1588
Enterprise Financial Services Corp (EFSC)
Missouri
$222K – – –
SCA
1589
Sippican Capital Advisors
Massachusetts
$222K +$222K +2,500 New
BAM
1590
Berkshire Asset Management
Pennsylvania
$221K +$221K +2,490 New
LWM
1591
Lyell Wealth Management
California
$220K +$220K +2,472 New
CBN
1592
Cadence Bank NA
Texas
$219K -$66.9K -754 -23%
GC
1593
Gratus Capital
Georgia
$218K +$218K +2,458 New
PAG
1594
Private Advisory Group
Washington
$216K -$36.4K -409 -14%
GS
1595
Girard Securities
California
$215K -$83.2K -936 -28%
CCM
1596
CWH Capital Management
Washington
$215K +$215K +2,428 New
HPWM
1597
Highland Private Wealth Management
Washington
$213K +$213K +2,394 New
TTWM
1598
TCV Trust & Wealth Management
Virginia
$210K +$210K +2,364 New
CCMW
1599
Cypress Capital Management (Wyoming)
Wyoming
$209K -$53.3K -600 -20%
Diamond Hill Capital Management
1600
Diamond Hill Capital Management
Ohio
$208K +$208K +2,336 New
62 63
64
65 66