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Fiserv
FI

Overview Fund Activity

910 hedge funds and large institutions have $25.3B invested in Fiserv in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 262 increasing their positions, 380 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+21
Holders Change %
+2.36%
% of All Funds
20.31%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
262
Reduced
380
Closed
83
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.4M
3
BlackRock
BlackRock
New York
+$66M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.1M
5
Capital International Investors
Capital International Investors
California
+$61.2M

Top Sellers

1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$92.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
326
Putnam Investments
Massachusetts
$3.99M -$2.05M -27,889 -34%
WSTAM
327
Wilbanks Smith & Thomas Asset Management
Virginia
$3.98M -$64.4K -876 -2%
NME
328
Notis-McConarty Edward
$3.98M -$70.5K -960 -2%
MOACM
329
Mutual of America Capital Management
New York
$3.87M +$24.2K +329 +0.6%
B
330
BP
United Kingdom
$3.81M – – –
ITIM
331
Indiana Trust & Investment Management
Indiana
$3.77M -$87.1K -1,185 -2%
CB
332
Commerce Bank
Missouri
$3.73M -$49.8K -677 -1%
VC
333
Vestor Capital
Illinois
$3.72M +$91.9K +1,250 +3%
HIMCH
334
Hartford Investment Management Co (HIMCO)
Connecticut
$3.66M +$124K +1,694 +4%
MLIC
335
Mandatum Life Insurance Company
Finland
$3.61M – – –
ORI
336
Oak Ridge Investments
Illinois
$3.57M -$50.1K -682 -1%
WC
337
Woodstock Corp
Massachusetts
$3.54M +$735 +10 +0%
TPCM
338
Three Peaks Capital Management
Colorado
$3.52M +$719K +9,786 +26%
AWM
339
Avitas Wealth Management
California
$3.5M +$9.11K +124 +0.3%
ABP
340
Arthur B. Page
$3.47M -$227K -3,083 -6%
CIC
341
Chase Investment Counsel
Virginia
$3.33M +$231K +3,137 +7%
TRSOTSOK
342
Teachers Retirement System of the State of Kentucky
Kentucky
$3.27M +$309K +4,200 +10%
BMM
343
Buffington Mohr McNeal
Idaho
$3.23M -$471K -6,410 -13%
GC
344
Grace Capital
Massachusetts
$3.2M -$174K -2,374 -5%
OPCM
345
Osborne Partners Capital Management
California
$3.18M – – –
SGI
346
Summit Global Investments
Utah
$3.16M +$545K +7,420 +21%
CBB
347
Citizens Business Bank
California
$3.15M -$405K -5,505 -11%
BFS
348
Bradley Foster & Sargent
Connecticut
$3.13M -$40.9K -557 -1%
LRPA
349
L. Roy Papp & Associates
Arizona
$3.13M -$75.4K -1,026 -2%
MCWS
350
McKinley Carter Wealth Services
West Virginia
$3.1M +$58K +789 +2%
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