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Fiserv
FI

Overview Fund Activity

746 hedge funds and large institutions have $20.4B invested in Fiserv in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 345 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.68%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
345
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$133M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$69.3M
5
Asset Management One
Asset Management One
Japan
+$38.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$85.7M
3
AAMU
Amundi Asset Management US
Massachusetts
-$58.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
376
Catalyst Capital Advisors
New York
$1.94M -$446K -8,400 -19%
PA
377
Profund Advisors
Maryland
$1.92M -$8.61K -162 -0.4%
GWM
378
Graybill Wealth Management
Illinois
$1.91M +$44.1K +830 +2%
VKH
379
Virtu KCG Holdings
New York
$1.91M -$145K -2,720 -7%
GJIC
380
Gamble Jones Investment Counsel
California
$1.87M -$58.5K -1,100 -3%
NIT
381
NumerixS Investment Technologies
British Columbia, Canada
$1.87M -$921K -17,322 -33%
SIM
382
Sentry Investment Management
Wisconsin
$1.84M – – –
LPL Financial
383
LPL Financial
California
$1.84M +$719K +13,410 +64%
DSC
384
Duncker Streett & Co
Missouri
$1.83M -$7.97K -150 -0.4%
IWA
385
IBEX Wealth Advisors
New Jersey
$1.82M +$85.7K +1,564 +5%
BPC
386
Banque Pictet & Cie
Switzerland
$1.8M – – –
SMDAM
387
Sumitomo Mitsui DS Asset Management
Japan
$1.79M -$36K -678 -2%
SNBOSD
388
Security National Bank of So Dak
Iowa
$1.76M -$19.2K -362 -1%
Victory Capital Management
389
Victory Capital Management
Texas
$1.71M +$135K +2,542 +9%
CWM
390
CIBC World Markets
New York
$1.7M +$1.22M +23,052 +257%
TG
391
TCW Group
California
$1.7M -$26.6K -500 -2%
AWM
392
Avior Wealth Management
Nebraska
$1.68M -$128K -2,402 -7%
KRS
393
Kentucky Retirement Systems
Kentucky
$1.67M -$111K -2,098 -6%
DL
394
Delta Lloyd
Netherlands
$1.66M – – –
VIM
395
Veritas Investment Management
United Kingdom
$1.66M – – –
1GA
396
1st Global Advisors
Texas
$1.66M -$816K -15,358 -33%
GIA
397
Gateway Investment Advisers
Ohio
$1.65M -$36.5K -686 -2%
Cambridge Investment Research Advisors
398
Cambridge Investment Research Advisors
Iowa
$1.65M +$2.98K +56 +0.2%
LAM
399
Lebenthal Asset Management
New York
$1.63M -$119K -2,238 -7%
BTW
400
Boston Trust Walden
Massachusetts
$1.61M -$3.72K -70 -0.2%
14 15
16
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