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Fiserv
FI

Overview Fund Activity

880 hedge funds and large institutions have $26.8B invested in Fiserv in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 278 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+20
Holders Change %
+2.33%
% of All Funds
20.17%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
278
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$110M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$99.8M
4
Invesco
Invesco
Georgia
+$71.6M
5
BA
Boston Advisors
Massachusetts
+$27.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$227M
2
LP
Longview Partners
Guernsey
-$207M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
4
GC
Guggenheim Capital
Illinois
-$66.6M
5
Capital World Investors
Capital World Investors
California
-$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCH
351
Lee Capital Holdings
New York
$3.24M +$3.24M +43,676 New
OPCM
352
Osborne Partners Capital Management
California
$3.22M -$50.5K -682 -2%
Janney Montgomery Scott
353
Janney Montgomery Scott
Pennsylvania
$3.22M -$25.8K -348 -0.8%
BFS
354
Bradley Foster & Sargent
Connecticut
$3.22M +$27.8K +375 +0.9%
COPPSERS
355
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.18M +$436K +5,885 +16%
TPCM
356
Three Peaks Capital Management
Colorado
$3.18M +$3.18M +42,850 New
DSC
357
Duncker Streett & Co
Missouri
$3.17M – – –
Mariner
358
Mariner
Kansas
$3.16M +$655K +8,837 +26%
SAM
359
Securian Asset Management
Minnesota
$3.12M -$21.5K -290 -0.7%
MCWS
360
McKinley Carter Wealth Services
West Virginia
$3.05M -$78.8K -1,064 -3%
CRC
361
Curi RMB Capital
Illinois
$3.04M – – –
SSA
362
Schonfeld Strategic Advisors
New York
$2.98M +$2.98M +40,184 New
PWS
363
Peloton Wealth Strategists
Indiana
$2.96M – – –
ACM
364
Axel Capital Management
New York
$2.96M +$2.96M +40,000 New
OC
365
Oarsman Capital
Wisconsin
$2.96M -$25.6K -345 -0.9%
Mirae Asset Global Investments
366
Mirae Asset Global Investments
South Korea
$2.94M +$396K +5,352 +16%
SCM
367
Shelton Capital Management
Colorado
$2.91M +$207K +2,794 +8%
Commonwealth Equity Services
368
Commonwealth Equity Services
Massachusetts
$2.91M -$157K -2,115 -5%
IWA
369
IBEX Wealth Advisors
New Jersey
$2.89M – – –
PDN
370
Pensionfund DSM Netherlands
Netherlands
$2.88M -$615K -8,300 -18%
JCM
371
Jag Capital Management
Missouri
$2.88M +$141K +1,909 +5%
FC
372
Fayerweather Charles
$2.85M -$125K -1,692 -4%
ACM
373
Ativo Capital Management
Illinois
$2.83M -$88.9K -1,200 -3%
NMERB
374
New Mexico Educational Retirement Board
New Mexico
$2.82M -$119K -1,600 -4%
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$2.81M -$56.1K -757 -2%
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