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Fiserv
FI

Overview Fund Activity

889 hedge funds and large institutions have $29.1B invested in Fiserv in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 275 increasing their positions, 374 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
20.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
65
Increased
275
Reduced
374
Closed
49
Calls
$29.5M
Puts
$20.8M
Net Calls
+$8.7M
Net Calls Change
+$14.8M

Top Buyers

1
SIG
Senator Investment Group
New York
+$148M
2
Capital International Investors
Capital International Investors
California
+$145M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$113M
4
State Street
State Street
Massachusetts
+$62.3M
5
CAM
Close Asset Management
United Kingdom
+$53.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
LP
Longview Partners
Guernsey
-$217M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$120M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$55.2M
5
Capital World Investors
Capital World Investors
California
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
401
WESCAP Management Group
California
$2.71M -$17K -206 -0.6%
EHWM
402
Eads & Heald Wealth Management
Georgia
$2.68M -$64.1K -778 -2%
SMDAM
403
Sumitomo Mitsui DS Asset Management
Japan
$2.66M -$906 -11 -0%
RIM
404
Redpoint Investment Management
Australia
$2.65M – – –
MCM
405
Monument Capital Management
Virginia
$2.65M +$220K +2,675 +9%
CCT
406
Capital City Trust
Florida
$2.63M +$103K +1,251 +4%
DIA
407
Dana Investment Advisors
Wisconsin
$2.63M +$202K +2,453 +8%
MLM
408
Mount Lucas Management
Pennsylvania
$2.62M +$2.62M +31,825 New
GLA
409
Great Lakes Advisors
Illinois
$2.6M +$355K +4,306 +16%
SAM
410
Security Asset Management
New York
$2.6M +$10.7K +130 +0.4%
DRD
411
Dennis R. Delaney
$2.56M +$79.1K +960 +3%
TCM
412
Tributary Capital Management
Nebraska
$2.55M +$272K +3,300 +12%
SAM
413
Smithbridge Asset Management
Pennsylvania
$2.51M +$32.5K +395 +1%
ACP
414
Ashfield Capital Partners
California
$2.42M -$83.4K -1,012 -3%
CBOA
415
Commonwealth Bank of Australia
Australia
$2.42M -$115K -1,400 -5%
DCM
416
Dupont Capital Management
Delaware
$2.4M +$925K +11,232 +63%
SCM
417
Sterling Capital Management
North Carolina
$2.4M -$32.5K -394 -1%
WAM
418
World Asset Management
Michigan
$2.36M -$33.5K -407 -1%
LJHT
419
Laurie J. Hall Trustee
$2.35M +$212K +2,575 +10%
PCA
420
Peddock Capital Advisors
Massachusetts
$2.35M +$19K +231 +0.8%
PP
421
Paloma Partners
Connecticut
$2.31M +$1.29M +15,661 +127%
Cerity Partners
422
Cerity Partners
New York
$2.3M -$93.4K -1,134 -4%
PS
423
Pensionfund Sabic
Netherlands
$2.3M – – –
RC
424
RegentAtlantic Capital
New Jersey
$2.3M -$24.4K -296 -1%
SIM
425
Sentry Investment Management
Wisconsin
$2.29M – – –
15 16
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