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Fiserv
FI

Overview Fund Activity

978 hedge funds and large institutions have $35.6B invested in Fiserv in 2019 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 311 increasing their positions, 393 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+68
Holders Change %
+7.47%
% of All Funds
21.2%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.37%
New
135
Increased
311
Reduced
393
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$741M
2
ECU
Egerton Capital (UK)
United Kingdom
+$568M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$374M
4
MC
Maverick Capital
Texas
+$284M
5
Lazard Asset Management
Lazard Asset Management
New York
+$276M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$162M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$110M
4
Invesco
Invesco
Georgia
-$99.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
401
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.51M +$26.5K +300 +0.8%
GC
402
Grace Capital
Massachusetts
$3.48M -$366K -4,146 -10%
CA
403
Cornerstone Advisors
North Carolina
$3.44M – – –
Balyasny Asset Management
404
Balyasny Asset Management
Illinois
$3.39M +$3.39M +38,386 New
MCM
405
Mitchell Capital Management
Kansas
$3.36M -$83.7K -948 -2%
PWS
406
Peloton Wealth Strategists
Indiana
$3.36M -$53K -600 -2%
OC
407
Oarsman Capital
Wisconsin
$3.33M -$155K -1,755 -4%
Millennium Management
408
Millennium Management
New York
$3.32M -$4.56M -51,698 -58%
FIM
409
Freedom Investment Management
Connecticut
$3.3M +$522K +5,912 +19%
PAG
410
Private Advisor Group
New Jersey
$3.29M +$182K +2,062 +6%
OSNBOA
411
Old Second National Bank of Aurora
Illinois
$3.2M -$115K -1,299 -3%
LRPA
412
L. Roy Papp & Associates
Arizona
$3.15M -$615K -6,969 -16%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$3.14M +$108K +1,219 +4%
NIM
414
Nicollet Investment Management
Minnesota
$3.13M +$6.62K +75 +0.2%
O
415
OppenheimerFunds
New York
$3.12M -$27.7M -314,113 -90%
PIA
416
Piedmont Investment Advisors
North Carolina
$3.12M +$52.2K +591 +2%
AG
417
Advisor Group
Arizona
$3.12M +$1.11M +12,600 +56%
TCOO
418
Trust Company of Oklahoma
Oklahoma
$3.03M +$135K +1,526 +5%
RAM
419
Redmond Asset Management
Virginia
$2.99M -$185K -2,096 -6%
GLA
420
Great Lakes Advisors
Illinois
$2.97M +$64.4K +729 +2%
IWA
421
IBEX Wealth Advisors
New Jersey
$2.96M -$685K -7,761 -19%
SAM
422
Smithbridge Asset Management
Pennsylvania
$2.96M +$217K +2,460 +8%
WAM
423
Wealthspire Advisors (Maryland)
Maryland
$2.94M -$231K -2,617 -7%
NMERB
424
New Mexico Educational Retirement Board
New Mexico
$2.93M -$115K -1,300 -4%
CIBC World Market
425
CIBC World Market
Ontario, Canada
$2.93M +$1.02M +11,569 +53%
15 16
17
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