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Fiserv
FI

Overview Fund Activity

750 hedge funds and large institutions have $18.8B invested in Fiserv in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 338 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-21
Holders Change %
-2.72%
% of All Funds
20.04%
Holding in Top 10
29
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-44.23%
% of All Funds
0.77%
New
56
Increased
230
Reduced
338
Closed
67
Calls
$32M
Puts
$68.1M
Net Calls
-$36.1M
Net Calls Change
+$34.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$39.9M
2
Morgan Stanley
Morgan Stanley
New York
+$29.1M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$28.3M
4
Capital World Investors
Capital World Investors
California
+$26.6M
5
SI
Sprott Inc
Ontario, Canada
+$26.5M

Top Sellers

1
LP
Longview Partners
Guernsey
-$128M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$97.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$94M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
451
Annex Advisory Services
Wisconsin
$1.12M – – –
GI
452
GAMCO Investors
Connecticut
$1.1M +$572K +11,490 +108%
1IA
453
1834 Investment Advisors
Wisconsin
$1.1M -$9.95K -200 -0.9%
CBOA
454
Commonwealth Bank of Australia
Australia
$1.09M -$19.9K -400 -2%
BCFS
455
Butensky & Cohen Financial Security
Florida
$1.07M -$36.8K -740 -3%
LPL Financial
456
LPL Financial
California
$1.03M +$331K +6,680 +47%
LS
457
Livforsakringsbolaget Skandia
Sweden
$1.03M +$262K +15,836 +34%
LP
458
LMR Partners
United Kingdom
$1.01M -$1.02M -20,602 -50%
FBA
459
Front Barnett Associates
Illinois
$985K -$191K -3,850 -16%
ECM
460
Everence Capital Management
Indiana
$977K – – –
GT
461
Glenmede Trust
Pennsylvania
$961K +$36.8K +740 +4%
OAM
462
Oxford Asset Management
United Kingdom
$961K +$961K +19,316 New
DC
463
Deere & Company
Illinois
$958K -$37.4K -752 -4%
ASN
464
Advisory Services Network
Georgia
$957K -$7.95K -160 -0.8%
DADC
465
D.A. Davidson & Co
Montana
$952K +$731K +14,738 +331%
CWM
466
Confluence Wealth Management
Oregon
$937K -$35.2K -708 -4%
CIA
467
Choate Investment Advisors
Massachusetts
$922K -$496K -9,980 -35%
AssetMark Inc
468
AssetMark Inc
California
$915K – – –
AIP
469
Ameritas Investment Partners
Nebraska
$913K +$85.5K +1,720 +10%
FI
470
FormulaFolio Investments
Michigan
$908K -$10.5K -212 -1%
DRD
471
Dennis R. Delaney
$904K -$993 -20 -0.1%
UAM
472
UAS Asset Management
New York
$895K – – –
LNWWM
473
Laird Norton Wetherby Wealth Management
California
$894K -$380K -7,628 -30%
FA
474
FDx Advisors
Illinois
$875K -$4.38K -88 -0.5%
V
475
Veritable
Delaware
$871K +$15.7K +316 +2%
17 18
19
20 21