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Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
301
Westpac Banking Corp
Australia
$10.4M -$2.68M -28,228 -21%
Creative Planning
302
Creative Planning
Kansas
$10.3M -$1.43M -15,013 -12%
URS
303
Utah Retirement Systems
Utah
$10.2M -$9.5K -100 -0.1%
BCM
304
BlueMar Capital Management
Florida
$10.1M -$3.03M -31,923 -23%
BST
305
Bath Savings Trust
Maine
$10.1M +$395K +4,154 +4%
ROC
306
Robertson Opportunity Capital
Texas
$10M – – –
SAM
307
Shell Asset Management
Netherlands
$9.95M -$783K -8,238 -7%
PWLP
308
Prio Wealth Limited Partnership
Massachusetts
$9.87M -$940K -9,898 -9%
TPSF
309
Texas Permanent School Fund
Texas
$9.87M +$307K +3,234 +3%
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$9.85M -$2.69M -28,291 -21%
BC
311
Brinker Capital
Pennsylvania
$9.79M +$2.97M +31,239 +44%
LC
312
Lunia Capital
Texas
$9.76M +$2.29M +24,112 +31%
JPMPWA
313
J.P. Morgan Private Wealth Advisors
California
$9.68M -$544K -5,726 -5%
TNB
314
TCF National Bank
South Dakota
$9.66M +$167K +1,755 +2%
ARMC
315
American Research & Management Company
Massachusetts
$9.49M -$724K -7,619 -7%
CIA
316
Covington Investment Advisors
Pennsylvania
$9.45M +$475K +5,000 +5%
AIM
317
Allen Investment Management
New York
$9.38M -$25.7M -270,902 -73%
HPC
318
HM Payson & Co
Maine
$9.27M -$3.57M -37,614 -28%
BG
319
Bahl & Gaynor
Ohio
$9.23M -$176K -1,855 -2%
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$9.13M -$47.5K -500 -0.5%
AB
321
Amalgamated Bank
New York
$8.95M -$292K -3,072 -3%
GH
322
GAM Holding
Switzerland
$8.6M +$8.4M +88,471 +4,410%
BF
323
BOK Financial
Oklahoma
$8.44M -$941K -9,909 -10%
PAIM
324
Punch & Associates Investment Management
Minnesota
$8.38M +$89.1K +938 +1%
EAM
325
Erste Asset Management
Austria
$8.32M +$269K +2,757 +3%
11 12
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