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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$8.41M +$1.71M +24,014 +26%
WBC
227
Westpac Banking Corp
Australia
$8.23M +$1.57M +22,000 +24%
FHA
228
First Horizon Advisors
Tennessee
$8.22M -$74.1K -1,041 -0.9%
AFG
229
Albion Financial Group
Utah
$8.15M +$703K +9,862 +9%
SC
230
SouthState Corp
Florida
$8.1M -$788K -11,050 -9%
MIP
231
Marietta Investment Partners
Wisconsin
$7.87M – – –
CB
232
Chemical Bank
Michigan
$7.75M -$49.8K -699 -0.6%
UCFA
233
United Capital Financial Advisors
Texas
$7.7M +$21.6K +305 +0.3%
LG
234
Leuthold Group
Minnesota
$7.64M -$1.32M -18,568 -15%
TPSF
235
Texas Permanent School Fund
Texas
$7.61M -$500K -7,018 -6%
MJP
236
Michael J. Puzo
$7.58M -$69.4K -974 -0.9%
GAM
237
Gotham Asset Management
New York
$7.54M +$4.3M +60,251 +133%
RBA
238
Richard Bernstein Advisors
New York
$7.51M -$1.86M -26,131 -20%
CRCP
239
Copper Rock Capital Partners
Massachusetts
$7.46M -$204K -2,858 -3%
BCB
240
Brian C. Broderick
$7.42M +$88.8K +1,245 +1%
WC
241
Whitnell & Co
Illinois
$7.33M -$71.3K -1,000 -1%
BIM
242
Bridges Investment Management
Nebraska
$7.23M +$1.41M +19,810 +24%
QI
243
QS Investors
New York
$7.2M +$645K +9,038 +10%
MSL
244
Mackay Shields LLC
New York
$7.19M +$7.19M +100,822 New
Artisan Partners
245
Artisan Partners
Wisconsin
$7.09M +$7.09M +99,396 New
TFA
246
Transamerica Financial Advisors
Florida
$7.09M -$852K -11,954 -11%
HL
247
HeadInvest LLC
Maine
$7.06M -$193K -2,710 -3%
AIMCA
248
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.05M – – –
CFG
249
Cambridge Financial Group
Ohio
$7.03M -$628K -8,812 -8%
SWM
250
SVA Wealth Management
Wisconsin
$7.03M -$6.73M -52,170 -49%
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