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Fiserv
FI

Overview Fund Activity

991 hedge funds and large institutions have $38.1B invested in Fiserv in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 329 increasing their positions, 396 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+13
Holders Change %
+1.33%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
329
Reduced
396
Closed
60
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$359M
2
Capital International Investors
Capital International Investors
California
+$186M
3
WRF
Waddell & Reed Financial
Kansas
+$183M
4
CG
Carmignac Gestion
France
+$180M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$167M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$189M
3
MC
Maverick Capital
Texas
-$176M
4
Lazard Asset Management
Lazard Asset Management
New York
-$109M
5
Renaissance Technologies
Renaissance Technologies
New York
-$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Avior Wealth Management
Nebraska
$2.29M +$154K +1,691 +7%
ACM
477
Ativo Capital Management
Illinois
$2.28M -$409K -4,483 -15%
PM
478
Precept Management
Texas
$2.28M +$337K +3,700 +17%
PI
479
Putnam Investments
Massachusetts
$2.26M -$47.9K -525 -2%
KA
480
KLCM Advisors
Wisconsin
$2.25M – – –
FFG
481
Fortem Financial Group
California
$2.2M -$35.5K -390 -2%
CC
482
Cognios Capital
Kansas
$2.18M -$221K -2,429 -9%
SIM
483
Sentry Investment Management
Wisconsin
$2.17M – – –
Wealth Enhancement Advisory Services
484
Wealth Enhancement Advisory Services
Minnesota
$2.17M +$2.17M +20,747 New
SO
485
STRS Ohio
Ohio
$2.17M -$661K -7,251 -23%
PA
486
PFG Advisors
Arizona
$2.17M +$38.9K +380 +2%
GJIC
487
Gamble Jones Investment Counsel
California
$2.14M -$34.8K -382 -2%
COPPSERS
488
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.1M +$13.3K +146 +0.6%
BIM
489
Baldwin Investment Management
Pennsylvania
$2.05M – – –
LC
490
Landaas & Company
Wisconsin
$2.04M – – –
FCBT
491
First Citizens Bank & Trust
North Carolina
$2.03M -$30.5K -335 -1%
DADC
492
D.A. Davidson & Co
Montana
$2.03M +$303K +3,321 +18%
ECM
493
ExodusPoint Capital Management
New York
$2.02M +$2.02M +22,148 New
AI
494
Atria Investments
North Carolina
$1.97M +$1.49M +14,289 +314%
KCM
495
Kendall Capital Management
Maryland
$1.94M -$99.1K -1,087 -5%
CAM
496
Covenant Asset Management
New Jersey
$1.93M +$1.93M +21,216 New
MCIM
497
Meadow Creek Investment Management
Georgia
$1.91M +$592K +6,496 +45%
ADMI
498
Albert D. Mason Inc
Massachusetts
$1.9M -$12.3K -135 -0.6%
PG
499
Pendal Group
Australia
$1.9M -$66.2K -726 -3%
OI
500
Oakbrook Investments
Illinois
$1.89M -$18.2K -200 -1%
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