FI icon

Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
426
F.L. Putnam Investment Management
Massachusetts
$4.42M +$4.42M +46,519 New
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$4.33M +$299K +3,153 +7%
NME
428
Notis-McConarty Edward
$4.32M -$250K -2,629 -5%
LCM
429
Laurion Capital Management
New York
$4.32M +$4.32M +45,500 New
PA
430
Profund Advisors
Maryland
$4.28M -$1.02M -10,708 -19%
BMO
431
Beck Mack & Oliver
New York
$4.19M -$14.3K -151 -0.3%
CFG
432
Citizens Financial Group
Rhode Island
$4.1M -$139K -1,459 -3%
MS
433
Marshall & Sullivan
Washington
$4.07M -$410K -4,317 -9%
DAM
434
Deltec Asset Management
New York
$4.07M – – –
TAF
435
Tredje AP-fonden
Sweden
$4M +$659K +6,939 +20%
MCM
436
Maytus Capital Management
New York
$3.99M +$3.99M +42,000 New
VanEck Associates
437
VanEck Associates
New York
$3.98M +$3.98M +41,940 New
TIM
438
Thompson Investment Management
Wisconsin
$3.92M -$737K -7,761 -16%
AP
439
Appleton Partners
Massachusetts
$3.9M +$96.3K +1,014 +3%
CIC
440
Chase Investment Counsel
Virginia
$3.87M -$405K -4,261 -9%
WANY
441
Wealthspire Advisors (New York)
New York
$3.87M +$3.7M +38,909 +2,140%
HFS
442
Hantz Financial Services
Michigan
$3.84M +$3.84M +40,375 New
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$3.76M – – –
MCWS
444
McKinley Carter Wealth Services
West Virginia
$3.74M -$99.4K -1,046 -3%
Daiwa Securities Group
445
Daiwa Securities Group
Japan
$3.74M +$1.4M +14,718 +60%
KRS
446
Kentucky Retirement Systems
Kentucky
$3.71M +$914K +9,623 +33%
WAM
447
Wealthspire Advisors (Maryland)
Maryland
$3.66M +$62.1K +654 +2%
ACM
448
Ayrshire Capital Management
Connecticut
$3.62M -$7.32K -77 -0.2%
CIBC World Market
449
CIBC World Market
Ontario, Canada
$3.58M -$2.23M -23,424 -38%
DSC
450
Duncker Streett & Co
Missouri
$3.55M -$98.8K -1,040 -3%
16 17
18
19 20