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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 %
AW
501
Alpha Windward
Massachusetts
$145K +$2.92K +116 +2%
FNBT
502
FineMark National Bank & Trust
Florida
$139K +$2.54K +100 +2%
ST
503
Spot Trading
Illinois
$134K +$134K +5,304 New
FBC
504
Fairfield, Bush & Co
Connecticut
$131K -$20.2K -800 -13%
MCM
505
Manchester Capital Management
Vermont
$129K – – –
Schroder Investment Management Group
506
Schroder Investment Management Group
United Kingdom
$117K +$117K +4,640 New
PAS
507
Partnervest Advisory Services
California
$114K +$1.52K +60 +1%
GIS
508
Guardian Investor Services
New York
$108K -$1.82K -72 -2%
BC
509
Bartlett & Co
Ohio
$101K – – –
BAM
510
Barrett Asset Management
New York
$95K -$10.1K -400 -10%
Fuller & Thaler Asset Management
511
Fuller & Thaler Asset Management
California
$91K -$80.9K -3,200 -47%
AAM
512
Advisors Asset Management
Colorado
$76K – – –
First Manhattan
513
First Manhattan
New York
$75K – – –
PP
514
Palladium Partners
Virginia
$71K – – –
TFA
515
Transamerica Financial Advisors
Florida
$67K +$8.04K +316 +14%
CRCP
516
Copper Rock Capital Partners
Massachusetts
$66K – – –
WTC
517
WhitTier Trust Company
Nevada
$62K – – –
SAMC
518
Shinko Asset Management Company
Japan
$61K -$10.2K -400 -14%
IMS
519
Index Management Solutions
Pennsylvania
$49K +$49K +1,952 New
Envestnet Asset Management
520
Envestnet Asset Management
Illinois
$48K -$1.32K -52 -3%
SC
521
Saturna Capital
Washington
$45K – – –
TF
522
Tompkins Financial
New York
$44K – – –
HPBT
523
High Point Bank & Trust
North Carolina
$43K – – –
SSB
524
Sandy Spring Bank
Maryland
$43K +$43K +1,700 New
PI
525
PineBridge Investments
New York
$41K -$3.28M -131,216 -99%
19 20
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