FI icon

Fiserv
FI

Overview Fund Activity

889 hedge funds and large institutions have $29.1B invested in Fiserv in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 275 increasing their positions, 374 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
20.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
65
Increased
275
Reduced
374
Closed
49
Calls
$29.5M
Puts
$20.8M
Net Calls
+$8.7M
Net Calls Change
+$14.8M

Top Buyers

1
SIG
Senator Investment Group
New York
+$148M
2
Capital International Investors
Capital International Investors
California
+$145M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$113M
4
State Street
State Street
Massachusetts
+$62.3M
5
CAM
Close Asset Management
United Kingdom
+$53.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
LP
Longview Partners
Guernsey
-$217M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$120M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$55.2M
5
Capital World Investors
Capital World Investors
California
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
351
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.74M -$115K -1,400 -3%
OAM
352
Oxford Asset Management
United Kingdom
$3.74M +$3.74M +45,600 New
LRPA
353
L. Roy Papp & Associates
Arizona
$3.59M -$498K -6,050 -12%
OPCM
354
Osborne Partners Capital Management
California
$3.57M -$14.7K -178 -0.4%
OI
355
Oakbrook Investments
Illinois
$3.57M +$717K +8,700 +25%
BFS
356
Bradley Foster & Sargent
Connecticut
$3.56M -$18.9K -230 -0.5%
Capital Fund Management (CFM)
357
Capital Fund Management (CFM)
France
$3.55M +$3.55M +43,068 New
CCA
358
Catalyst Capital Advisors
New York
$3.53M +$972K +11,800 +38%
SAM
359
Strategy Asset Managers
California
$3.52M +$3.52M +42,676 New
CIC
360
Chase Investment Counsel
Virginia
$3.48M -$188K -2,281 -5%
DSC
361
Duncker Streett & Co
Missouri
$3.48M -$49.4K -600 -1%
IWA
362
IBEX Wealth Advisors
New Jersey
$3.46M +$118K +1,442 +4%
SAM
363
Securian Asset Management
Minnesota
$3.43M -$36.7K -446 -1%
MCWS
364
McKinley Carter Wealth Services
West Virginia
$3.42M +$25K +304 +0.7%
CRC
365
Curi RMB Capital
Illinois
$3.38M – – –
PIA
366
Piedmont Investment Advisors
North Carolina
$3.36M +$2.33M +28,333 +228%
MCM
367
Mitchell Capital Management
Kansas
$3.35M -$334K -4,059 -9%
TRSOTSOK
368
Teachers Retirement System of the State of Kentucky
Kentucky
$3.32M -$371K -4,500 -10%
PWS
369
Peloton Wealth Strategists
Indiana
$3.3M – – –
ACM
370
Axel Capital Management
New York
$3.3M – – –
OC
371
Oarsman Capital
Wisconsin
$3.27M -$15.2K -185 -0.5%
SCM
372
Shelton Capital Management
Colorado
$3.23M – – –
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$3.21M +$516K +6,266 +19%
CA
374
Cornerstone Advisors
North Carolina
$3.21M +$741K +9,000 +30%
PDN
375
Pensionfund DSM Netherlands
Netherlands
$3.21M – – –
13 14
15
16 17