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Fiserv
FI

Overview Fund Activity

750 hedge funds and large institutions have $18.8B invested in Fiserv in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 338 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-21
Holders Change %
-2.72%
% of All Funds
20.04%
Holding in Top 10
29
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-44.23%
% of All Funds
0.77%
New
56
Increased
230
Reduced
338
Closed
67
Calls
$32M
Puts
$68.1M
Net Calls
-$36.1M
Net Calls Change
+$34.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$39.9M
2
Morgan Stanley
Morgan Stanley
New York
+$29.1M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$28.3M
4
Capital World Investors
Capital World Investors
California
+$26.6M
5
SI
Sprott Inc
Ontario, Canada
+$26.5M

Top Sellers

1
LP
Longview Partners
Guernsey
-$128M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$97.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$94M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
376
Asset Management One
Japan
$2.04M -$11.4K -228 -0.6%
OSNBOA
377
Old Second National Bank of Aurora
Illinois
$2.03M -$25.1K -504 -1%
IAM
378
Impax Asset Management
New Hampshire
$1.99M – – –
B
379
Barings
North Carolina
$1.99M -$2.38M -47,800 -54%
EHWM
380
Eads & Heald Wealth Management
Georgia
$1.98M -$22.3K -448 -1%
AB
381
Amalgamated Bank
New York
$1.97M -$1.19K -24 -0.1%
WMG
382
WESCAP Management Group
California
$1.95M -$256K -5,146 -12%
CAM
383
Congress Asset Management
Massachusetts
$1.93M -$13.8K -278 -0.7%
JWM
384
Jacobus Wealth Management
Wisconsin
$1.93M – – –
VKH
385
Virtu KCG Holdings
New York
$1.92M +$1.54M +30,980 +404%
TCOO
386
Trust Company of Oklahoma
Oklahoma
$1.9M -$29.3K -590 -2%
JPMPWA
387
J.P. Morgan Private Wealth Advisors
California
$1.89M -$638K -12,828 -25%
DnB Asset Management
388
DnB Asset Management
Norway
$1.85M +$149K +3,000 +9%
GJIC
389
Gamble Jones Investment Counsel
California
$1.81M -$2.76M -55,426 -60%
PA
390
Profund Advisors
Maryland
$1.8M +$97.3K +1,956 +6%
FNBOO
391
First National Bank of Omaha
Nebraska
$1.8M -$323K -6,500 -15%
ZIM
392
Zacks Investment Management
Illinois
$1.76M -$5.95M -119,526 -77%
GWM
393
Graybill Wealth Management
Illinois
$1.75M -$814K -16,370 -32%
SIM
394
Sentry Investment Management
Wisconsin
$1.72M – – –
DSC
395
Duncker Streett & Co
Missouri
$1.72M -$34.8K -700 -2%
SMDAM
396
Sumitomo Mitsui DS Asset Management
Japan
$1.71M -$2.69K -54 -0.2%
AWM
397
Avior Wealth Management
Nebraska
$1.7M +$212K +4,246 +14%
AC
398
Addenda Capital
Quebec, Canada
$1.7M – – –
SCM
399
Sterling Capital Management
North Carolina
$1.7M +$15.7K +316 +0.9%
BPC
400
Banque Pictet & Cie
Switzerland
$1.68M – – –
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