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Fiserv
FI

Overview Fund Activity

991 hedge funds and large institutions have $38.1B invested in Fiserv in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 329 increasing their positions, 396 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+13
Holders Change %
+1.33%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
329
Reduced
396
Closed
60
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$359M
2
Capital International Investors
Capital International Investors
California
+$186M
3
WRF
Waddell & Reed Financial
Kansas
+$183M
4
CG
Carmignac Gestion
France
+$180M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$167M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$189M
3
MC
Maverick Capital
Texas
-$176M
4
Lazard Asset Management
Lazard Asset Management
New York
-$109M
5
Renaissance Technologies
Renaissance Technologies
New York
-$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
401
Curi RMB Capital
Illinois
$3.76M +$1.28K +14 +0%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$3.76M – – –
B
403
BP
United Kingdom
$3.74M – – –
SFM
404
Sphera Funds Management
Israel
$3.68M – – –
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.55M -$68.8K -755 -2%
SB
406
Suntrust Banks
Georgia
$3.53M +$587K +6,442 +20%
DSC
407
Duncker Streett & Co
Missouri
$3.53M -$189K -2,075 -5%
CBB
408
Citizens Business Bank
California
$3.51M -$301K -3,300 -8%
SCM
409
Shelton Capital Management
Colorado
$3.5M +$3.19M +35,033 +1,033%
OC
410
Oarsman Capital
Wisconsin
$3.43M -$15K -165 -0.4%
TRSOTSOK
411
Teachers Retirement System of the State of Kentucky
Kentucky
$3.4M -$365K -4,000 -10%
FIM
412
Freedom Investment Management
Connecticut
$3.36M -$45.1K -495 -1%
TAM
413
Tyers Asset Management
Texas
$3.34M +$1.04M +11,368 +45%
DCM
414
Dupont Capital Management
Delaware
$3.31M -$1.47M -16,162 -31%
PWS
415
Peloton Wealth Strategists
Indiana
$3.29M -$182K -2,000 -5%
LRPA
416
L. Roy Papp & Associates
Arizona
$3.24M -$12.8K -140 -0.4%
PAG
417
Private Advisor Group
New Jersey
$3.21M -$185K -2,030 -5%
NIM
418
Nicollet Investment Management
Minnesota
$3.2M -$26K -285 -0.8%
AP
419
Appleton Partners
Massachusetts
$3.18M +$2.34M +25,665 +277%
PI
420
PEAK6 Investments
Illinois
$3.18M +$3.18M +34,889 New
GLA
421
Great Lakes Advisors
Illinois
$3.18M +$106K +1,166 +3%
MCM
422
Mitchell Capital Management
Kansas
$3.16M -$312K -3,427 -9%
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$3.14M -$94.4K -1,035 -3%
PIA
424
Piedmont Investment Advisors
North Carolina
$3.14M -$76.8K -843 -2%
PAMG
425
Patton Albertson Miller Group
Tennessee
$3.11M +$182K +1,724 +6%
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