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Fiserv
FI

Overview Fund Activity

661 hedge funds and large institutions have $17.5B invested in Fiserv in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 216 increasing their positions, 273 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+9
Holders Change %
+1.38%
% of All Funds
17.83%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.94%
New
52
Increased
216
Reduced
273
Closed
34
Calls
$23.9M
Puts
$130M
Net Calls
-$106M
Net Calls Change
-$108M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$159M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$141M
3
KCM
Kensico Capital Management
Connecticut
+$35.6M
4
JHIU
Janus Henderson Investors US
Colorado
+$30.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$23.3M

Top Sellers

1
FAM
Fred Alger Management
New York
-$70.3M
2
ECU
Egerton Capital (UK)
United Kingdom
-$60.9M
3
Barclays
Barclays
United Kingdom
-$49M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$48.2M
5
State Street
State Street
Massachusetts
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
376
Smithbridge Asset Management
Pennsylvania
$1.49M +$74.6K +1,800 +5%
PA
377
Profund Advisors
Maryland
$1.48M -$375K -9,044 -20%
SMDAM
378
Sumitomo Mitsui DS Asset Management
Japan
$1.47M -$90.7K -2,192 -6%
BWP
379
Baldwin Wealth Partners
Massachusetts
$1.46M +$500K +12,070 +52%
BCFS
380
Butensky & Cohen Financial Security
Florida
$1.45M -$88.2K -2,130 -6%
VIMU
381
Veritas Investment Management (UK)
United Kingdom
$1.45M – – –
LSERS
382
Louisiana State Employees Retirement System
Louisiana
$1.43M +$8.28K +200 +0.6%
CIA
383
Choate Investment Advisors
Massachusetts
$1.42M -$1.82K -44 -0.1%
DL
384
Delta Lloyd
Netherlands
$1.42M +$466K +11,242 +49%
MPA
385
Marvin & Palmer Associates
Delaware
$1.42M -$16.6K -400 -1%
Korea Investment Corp
386
Korea Investment Corp
South Korea
$1.4M +$16.6K +400 +1%
BIM
387
Bridges Investment Management
Nebraska
$1.36M +$16.6K +400 +1%
SNBOSD
388
Security National Bank of So Dak
Iowa
$1.36M -$63.7K -1,538 -4%
ICM
389
IronBridge Capital Management
Illinois
$1.33M – – –
KA
390
KLCM Advisors
Wisconsin
$1.33M +$364K +8,800 +38%
KRS
391
Kentucky Retirement Systems
Kentucky
$1.32M -$7.37K -178 -0.6%
LPL Financial
392
LPL Financial
California
$1.31M +$190K +4,506 +17%
BFS
393
Bradley Foster & Sargent
Connecticut
$1.3M -$58K -1,400 -4%
B
394
BancorpSouth
Mississippi
$1.3M – – –
CS
395
Credential Securities
$1.3M +$105K +2,524 +9%
CIA
396
Covington Investment Advisors
Pennsylvania
$1.27M -$46.8K -1,130 -4%
ACM
397
Axel Capital Management
New York
$1.22M -$146K -6,400 -11%
AC
398
Alexandria Capital
Virginia
$1.2M – – –
DnB Asset Management
399
DnB Asset Management
Norway
$1.17M – – –
AWS
400
Aris Wealth Services
Pennsylvania
$1.17M +$23.8K +576 +2%
14 15
16
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