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Fiserv
FI

Overview Fund Activity

550 hedge funds and large institutions have $11.5B invested in Fiserv in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.84%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$116M
2
MPI
Mairs & Power Inc
Minnesota
+$49M
3
FPP
Findlay Park Partners
United Kingdom
+$36.8M
4
JHIU
Janus Henderson Investors US
Colorado
+$32.8M
5
NFA
Nationwide Fund Advisors
Ohio
+$28.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$139M
2
BWA
Brave Warrior Advisors
New York
-$98.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.2M
4
SA
SQ Advisors
Florida
-$45.1M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
376
Wedbush Securities
California
$669K – – –
1IA
377
1834 Investment Advisors
Wisconsin
$660K – – –
GLA
378
Great Lakes Advisors
Illinois
$650K – – –
BAC
379
Boys Arnold & Co
North Carolina
$647K -$25.3K -1,000 -4%
DTL
380
Dynamic Technology Lab
Singapore
$637K +$637K +25,200 New
P
381
Pitcairn
Pennsylvania
$629K -$34.3K -1,360 -5%
LNWWM
382
Laird Norton Wetherby Wealth Management
California
$621K +$16.7K +660 +3%
STMM
383
South Texas Money Management
Texas
$614K – – –
LPL Financial
384
LPL Financial
California
$614K +$61.3K +2,396 +11%
FAAS
385
First Allied Advisory Services
California
$609K -$270K -10,728 -31%
KFC
386
Klingenstein Fields & Co
New York
$606K – – –
LBC
387
Lawrence B. Cohen
$595K -$25.3K -1,000 -4%
LJHT
388
Laurie J. Hall Trustee
$591K -$25.3K -1,000 -4%
PSUF
389
People's United Financial
Connecticut
$582K – – –
Cambridge Investment Research Advisors
390
Cambridge Investment Research Advisors
Iowa
$582K +$10.4K +412 +2%
KA
391
KLCM Advisors
Wisconsin
$576K -$30.3K -1,200 -5%
SCM
392
Shelton Capital Management
Colorado
$576K +$21K +832 +4%
AWS
393
Aris Wealth Services
Pennsylvania
$574K +$505 +20 +0.1%
Commonwealth Equity Services
394
Commonwealth Equity Services
Massachusetts
$558K +$78K +3,088 +16%
LCP
395
Legacy Capital Partners
Wisconsin
$557K +$10.1K +400 +2%
CIBC World Market
396
CIBC World Market
Ontario, Canada
$528K +$8.99K +356 +2%
V
397
Veritable
Delaware
$526K +$7.68K +304 +1%
Brown Advisory
398
Brown Advisory
Maryland
$526K +$14.9K +588 +3%
TIM
399
Thompson Investment Management
Wisconsin
$520K – – –
NAP
400
New Amsterdam Partners
New York
$518K -$2.08M -82,248 -80%
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