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Fiserv
FI

Overview Fund Activity

771 hedge funds and large institutions have $21B invested in Fiserv in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 261 increasing their positions, 338 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+9
Holders Change %
+1.18%
% of All Funds
20.6%
Holding in Top 10
52
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.89%
% of All Funds
1.39%
New
56
Increased
261
Reduced
338
Closed
38
Calls
$29.9M
Puts
$101M
Net Calls
-$70.7M
Net Calls Change
-$62.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$57.4M
2
BFA
BlackRock Fund Advisors
California
+$39.1M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$35.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.1M
5
Bank of America
Bank of America
North Carolina
+$29.5M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$610M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$105M
3
LP
Longview Partners
Guernsey
-$70.1M
4
Prudential Financial
Prudential Financial
New Jersey
-$48.8M
5
NSCM
New South Capital Management
Tennessee
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
451
Calvert Investment Management
Maryland
$1.27M +$24K +442 +2%
PWAG
452
Polaris Wealth Advisory Group
California
$1.26M +$175K +3,226 +16%
LJHT
453
Laurie J. Hall Trustee
$1.25M -$27.6K -500 -2%
HAG
454
HighPoint Advisor Group
Illinois
$1.24M +$162K +3,112 +15%
CG
455
Clinton Group
New York
$1.23M +$624K +11,474 +103%
AAS
456
Annex Advisory Services
Wisconsin
$1.23M +$249K +4,586 +26%
PAG
457
Private Advisor Group
New Jersey
$1.23M +$922K +16,964 +303%
Wealth Enhancement Advisory Services
458
Wealth Enhancement Advisory Services
Minnesota
$1.23M +$1.23M +22,530 New
1IA
459
1834 Investment Advisors
Wisconsin
$1.21M -$5.44K -100 -0.4%
BCFS
460
Butensky & Cohen Financial Security
Florida
$1.21M -$224K -4,120 -16%
CBOA
461
Commonwealth Bank of Australia
Australia
$1.21M -$33.6K -618 -3%
NIT
462
NumerixS Investment Technologies
British Columbia, Canada
$1.19M -$221K -4,070 -16%
NBG
463
Nancy B. Gardiner
$1.16M +$112K +2,060 +11%
HighTower Advisors
464
HighTower Advisors
Illinois
$1.13M +$11.2K +206 +1%
ATC
465
Argent Trust Co
Tennessee
$1.12M -$141K -2,590 -11%
DC
466
Deere & Company
Illinois
$1.09M -$65.5K -1,204 -6%
SAM
467
Security Asset Management
New York
$1.09M +$52.7K +970 +5%
ECM
468
Everence Capital Management
Indiana
$1.07M – – –
CWM
469
Confluence Wealth Management
Oregon
$1.06M -$230K -4,240 -18%
ASN
470
Advisory Services Network
Georgia
$1.06M -$67.9K -1,250 -6%
Federated Hermes
471
Federated Hermes
Pennsylvania
$1.06M +$445K +8,180 +73%
Northwestern Mutual Wealth Management
472
Northwestern Mutual Wealth Management
Wisconsin
$1.05M -$16.1K -296 -2%
CCA
473
Catalyst Capital Advisors
New York
$1.03M +$1.03M +19,000 New
JG
474
Jefferies Group
New York
$1.03M +$381K +7,002 +59%
SB
475
Suntrust Banks
Georgia
$1.03M -$53.6K -988 -5%
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