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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 %
QAM
1626
QCI Asset Management
New York
$22K +$6.38K +80 +41%
HRC
1627
Hoertkorn Richard Charles
$21K – – –
KPCM
1628
Kings Point Capital Management
New York
$21K – – –
AC
1629
Alexandria Capital
Virginia
$21K +$933 +12 +5%
HR
1630
Howe & Rusling
New York
$21K +$14.1K +180 +205%
NFM
1631
North Forty Management
Washington
$19K +$19K +240 New
RFM
1632
Royal Fund Management
Florida
$19K +$19K +250 New
IR
1633
Invictus RG
Bermuda
$18K -$2.05K -26 -10%
TP
1634
Truvvo Partners
New York
$15.6K – – –
HFM
1635
Harvest Fund Management
China
$15K +$15K +196 New
DPA
1636
Delphi Private Advisors
California
$14K – – –
AA
1637
AlphaMark Advisors
Kentucky
$11K +$1.74K +22 +19%
LS
1638
Livforsakringsbolaget Skandia
Sweden
$10.5K +$2.13K +27,247 +25%
SCA
1639
Stuart Chaussee & Associates
California
$10K – – –
EWM
1640
Edge Wealth Management
New York
$9K – – –
JAM
1641
Jolley Asset Management
North Carolina
$9K +$9K +110 New
SIAP
1642
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K +$9K +154 New
SFPIA
1643
Stevens First Principles Investment Advisors
California
$8K – – –
CIM
1644
Contravisory Investment Management
Massachusetts
$6K – – –
KTC
1645
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
LWA
1646
Lowe Wealth Advisors
Maryland
$5K – – –
CF
1647
CenterStar Fund
Illinois
$5K -$1K – –
MBT
1648
Monroe Bank & Trust
Michigan
$5K +$5K +60 New
AGA
1649
Accuvest Global Advisors
Utah
$5K +$5K +66 New
PFGIA
1650
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +66 New
64 65
66
67 68