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Fiserv
FI

Overview Fund Activity

747 hedge funds and large institutions have $21.6B invested in Fiserv in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 351 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1%
New
59
Increased
223
Reduced
351
Closed
47
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$62.3M
3
Goldman Sachs
Goldman Sachs
New York
+$62.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$48.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$29.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$94.3M
3
JHIU
Janus Henderson Investors US
Colorado
-$92.6M
4
LP
Longview Partners
Guernsey
-$48.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
351
Barometer Capital Management
Ontario, Canada
$2.44M +$205K +3,550 +9%
FCM
352
Flinton Capital Management
Pennsylvania
$2.42M -$3.12M -54,128 -56%
Cerity Partners
353
Cerity Partners
New York
$2.42M -$63.3K -1,098 -3%
NIT
354
NumerixS Investment Technologies
British Columbia, Canada
$2.41M +$381K +6,600 +19%
PWS
355
Peloton Wealth Strategists
Indiana
$2.4M -$184K -3,200 -7%
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.37M +$2.37M +41,078 New
SCM
357
Shelton Capital Management
Colorado
$2.35M -$63.3K -1,098 -3%
Victory Capital Management
358
Victory Capital Management
Texas
$2.33M +$479K +8,306 +26%
MME
359
Meag Munich Ergo
Germany
$2.28M +$2.28M +39,544 New
OSNBOA
360
Old Second National Bank of Aurora
Illinois
$2.26M -$33.7K -584 -1%
DL
361
Delta Lloyd
Netherlands
$2.26M +$460K +7,974 +26%
JWM
362
Jacobus Wealth Management
Wisconsin
$2.25M – – –
ORI
363
Oak Ridge Investments
Illinois
$2.24M -$1.15M -19,948 -34%
EHWM
364
Eads & Heald Wealth Management
Georgia
$2.22M -$42.2K -732 -2%
TCOO
365
Trust Company of Oklahoma
Oklahoma
$2.22M -$14.2K -246 -0.6%
LPL Financial
366
LPL Financial
California
$2.08M +$105K +1,822 +5%
CS
367
Candriam SCA
Luxembourg
$2.06M +$438K +7,590 +27%
SMDAM
368
Sumitomo Mitsui DS Asset Management
Japan
$2.05M +$112K +1,948 +6%
SCM
369
Sterling Capital Management
North Carolina
$2.03M -$182K -3,164 -8%
RIM
370
Regent Investment Management
Kentucky
$2.02M +$2.02M +34,964 New
IWA
371
IBEX Wealth Advisors
New Jersey
$2.01M +$86.8K +1,502 +5%
TAM
372
Tyers Asset Management
Texas
$2M -$2.57M -44,576 -56%
WMG
373
WESCAP Management Group
California
$1.99M -$200K -3,474 -9%
BPC
374
Banque Pictet & Cie
Switzerland
$1.95M – – –
GLA
375
Great Lakes Advisors
Illinois
$1.94M -$250K -4,336 -11%
13 14
15
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