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Fiserv
FI

Overview Fund Activity

550 hedge funds and large institutions have $11.5B invested in Fiserv in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.84%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$116M
2
MPI
Mairs & Power Inc
Minnesota
+$49M
3
FPP
Findlay Park Partners
United Kingdom
+$36.8M
4
JHIU
Janus Henderson Investors US
Colorado
+$32.8M
5
NFA
Nationwide Fund Advisors
Ohio
+$28.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$139M
2
BWA
Brave Warrior Advisors
New York
-$98.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.2M
4
SA
SQ Advisors
Florida
-$45.1M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
476
Walleye Trading
New York
$249K -$745K -29,536 -75%
LSV Asset Management
477
LSV Asset Management
Illinois
$245K +$245K +9,720 New
HIC
478
Hartline Investment Corp
Illinois
$244K – – –
LI
479
LMCG Investments
Massachusetts
$243K – – –
DP
480
Dearborn Partners
Illinois
$240K +$1.51K +60 +0.6%
MSU
481
Maple Securities USA
New Jersey
$239K -$583K -23,040 -71%
QBFM
482
QS Batterymarch Financial Management
New York
$238K -$13.7K -540 -5%
SHA
483
Smith Hayes Advisers
Nebraska
$237K -$10.1K -400 -4%
CCMG
484
Clark Capital Management Group
Pennsylvania
$237K – – –
DY
485
Dowling & Yahnke
California
$234K -$42K -1,660 -15%
FWCM
486
Ferguson Wellman Capital Management
Oregon
$230K +$230K +9,116 New
CNBT
487
Canandaigua National Bank & Trust
New York
$226K -$10.1K -400 -4%
BPBT
488
Boston Private Bank & Trust
Massachusetts
$222K – – –
DADC
489
D.A. Davidson & Co
Montana
$220K +$2.11K +84 +1%
PSC
490
Prentiss Smith & Co
Vermont
$214K -$37.9K -1,500 -15%
WIC
491
Wood Investment Counsel
Colorado
$210K +$210K +8,328 New
Parallax Volatility Advisers
492
Parallax Volatility Advisers
California
$209K +$37.1K +1,468 +22%
BA
493
Boston Advisors
Massachusetts
$208K -$54.2K -2,140 -21%
IC
494
Inverness Counsel
New York
$202K +$202K +8,000 New
EMG
495
Ellington Management Group
Connecticut
$202K +$202K +8,000 New
AF
496
Arrow Financial
New York
$167K -$35.4K -1,400 -18%
GLI
497
Guardian Life Insurance
New York
$162K – – –
BA
498
BlackRock Advisors
Delaware
$156K -$7.8K -308 -5%
Northwestern Mutual Wealth Management
499
Northwestern Mutual Wealth Management
Wisconsin
$153K -$18.2K -720 -11%
WT
500
Whittier Trust
California
$147K – – –
18 19
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