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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 %
LWM
401
LBA Wealth Management
Florida
$1.17M -$14.5K -350 -1%
FBA
402
Front Barnett Associates
Illinois
$1.16M -$151K -3,650 -12%
CNAM
403
Campbell Newman Asset Management
Wisconsin
$1.14M -$17.4K -420 -1%
STMM
404
South Texas Money Management
Texas
$1.12M – – –
PP
405
Paloma Partners
Connecticut
$1.12M -$1.4M -33,842 -56%
Victory Capital Management
406
Victory Capital Management
Texas
$1.12M +$1.12M +26,654 New
DSI
407
Daiwa SB Investments
Japan
$1.11M +$1.11M +26,700 New
GLA
408
Great Lakes Advisors
Illinois
$1.1M +$1.1M +26,528 New
EGM
409
Engineers Gate Manager
New York
$1.09M +$1.09M +26,400 New
BAC
410
Boys Arnold & Co
North Carolina
$1.09M +$33.1K +800 +3%
Commonwealth Equity Services
411
Commonwealth Equity Services
Massachusetts
$1.08M +$249K +6,004 +30%
OAC
412
OMERS Administration Corp
Ontario, Canada
$1.08M +$1.08M +26,000 New
IGIM
413
I.G. Investment Management
Manitoba, Canada
$1.07M +$513K +12,398 +92%
CTI
414
Community Trust & Investment
Kentucky
$1.07M – – –
LJHT
415
Laurie J. Hall Trustee
$1.07M – – –
HighTower Advisors
416
HighTower Advisors
Illinois
$1.07M -$257K -6,202 -19%
SIM
417
Sentry Investment Management
Wisconsin
$1.03M – – –
LNWWM
418
Laird Norton Wetherby Wealth Management
California
$1.03M +$5.38K +130 +0.5%
PCA
419
Peddock Capital Advisors
Massachusetts
$1M +$37.4K +904 +4%
GS
420
GAM Systematic
United Kingdom
$986K +$335K +8,102 +52%
FMT
421
First Mercantile Trust
Tennessee
$975K +$167K +4,034 +21%
PI
422
PineBridge Investments
New York
$970K +$753K +18,178 +347%
1IA
423
1834 Investment Advisors
Wisconsin
$969K -$24.8K -600 -3%
CWG
424
C WorldWide Group
Denmark
$948K +$572K +13,800 +152%
Truist Financial
425
Truist Financial
North Carolina
$937K +$116K +2,802 +14%
15 16
17
18 19