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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 %
EWM
1601
Empirical Wealth Management
Washington
$204K +$204K +2,292 New
AIS
1602
American Investment Services
Massachusetts
$203K +$203K +2,286 New
PAS
1603
Partnervest Advisory Services
California
$202K -$47K -530 -19%
KF
1604
Krilogy Financial
Missouri
$200K – – –
WA
1605
WealthTrust-Arizona
Arizona
$198K +$178 +2 +0.1%
FFC
1606
First Financial Corp
Indiana
$197K -$23.5K -265 -11%
GWS
1607
Glassman Wealth Services
Virginia
$196K -$2.94K -33 -1%
ATC
1608
Adirondack Trust Company
New York
$195K +$3.11K +35 +2%
BIG
1609
Bellwether Investment Group
Tennessee
$195K +$8.73K +98 +5%
TFO
1610
Tarbox Family Office
California
$190K +$137K +1,544 +259%
AAP
1611
Arax Advisory Partners
Colorado
$182K +$177 +2 +0.1%
FPS
1612
Fieldpoint Private Securities
Connecticut
$182K +$182K +2,045 New
FCMT
1613
Founders Capital Management (Texas)
Texas
$178K +$178K +2,000 New
FIM
1614
Foresters Investment Management
New York
$177K +$177K +1,992 New
PCFFS
1615
Pacific Center for Financial Services
California
$157K – – –
SOADOR
1616
State of Alaska Department of Revenue
Alaska
$153K +$153K +1,730 New
TF
1617
Tompkins Financial
New York
$151K – – –
WIM
1618
Westside Investment Management
California
$146K +$70.2K +788 +92%
WAM
1619
Wolverine Asset Management
Illinois
$144K -$213K -2,400 -60%
DAM
1620
Delta Asset Management
Tennessee
$137K +$3.38K +38 +3%
DSC
1621
Duncker Streett & Co
Missouri
$136K -$13.2K -149 -9%
GAM
1622
Gemmer Asset Management
California
$133K – – –
AIM
1623
Advantage Investment Management
Iowa
$130K +$27.9K +314 +27%
LF
1624
Lee Financial
Texas
$128K -$3.56K -40 -3%
ACM
1625
AUA Capital Management
Pennsylvania
$123K – – –
63 64
65
66 67