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Fiserv
FI

Overview Fund Activity

746 hedge funds and large institutions have $20.4B invested in Fiserv in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 345 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.68%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
345
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$133M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$69.3M
5
Asset Management One
Asset Management One
Japan
+$38.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$85.7M
3
AAMU
Amundi Asset Management US
Massachusetts
-$58.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
451
FDx Advisors
Illinois
$1.09M +$155K +2,922 +17%
Wealth Enhancement Advisory Services
452
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$1.08M +20,314 New
FBA
453
Front Barnett Associates
Illinois
$1.05M – – –
GT
454
Glenmede Trust
Pennsylvania
$1.04M +$13.7K +258 +1%
Jones Financial Companies
455
Jones Financial Companies
Missouri
$1.03M -$176K -3,306 -15%
CIA
456
Choate Investment Advisors
Massachusetts
$1.01M +$23.9K +450 +2%
Susquehanna International Group
457
Susquehanna International Group
Pennsylvania
$1.01M +$1.01M +18,974 New
OI
458
Oakbrook Investments
Illinois
$1M -$218K -4,100 -18%
NAMA
459
Nikko Asset Management Americas
New York
$978K +$978K +18,400 New
AIP
460
Ameritas Investment Partners
Nebraska
$976K – – –
DRD
461
Dennis R. Delaney
$968K – – –
CWM
462
Confluence Wealth Management
Oregon
$957K -$43.7K -822 -4%
UAM
463
UAS Asset Management
New York
$957K – – –
V
464
Veritable
Delaware
$952K +$21.5K +404 +2%
NIMI
465
Natixis Investment Managers International
France
$939K +$583K +10,964 +163%
BC
466
Burney Company
Virginia
$935K +$141K +2,650 +18%
DADC
467
D.A. Davidson & Co
Montana
$933K -$84.6K -1,596 -8%
HAM
468
Highstreet Asset Management
Ontario, Canada
$932K +$932K +17,538 New
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$919K +$919K +17,290 New
AssetMark Inc
470
AssetMark Inc
California
$918K -$59.3K -1,116 -6%
GSBTD
471
Glenview State Bank Trust Department
Illinois
$910K – – –
DY
472
Dowling & Yahnke
California
$908K +$23K +432 +3%
ATC
473
Argent Trust Co
Tennessee
$903K -$25.5K -480 -3%
LNWWM
474
Laird Norton Wetherby Wealth Management
California
$894K -$60.7K -1,142 -6%
EIG
475
EdgePoint Investment Group
Ontario, Canada
$885K +$885K +37,286 New
17 18
19
20 21