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Fiserv
FI

Overview Fund Activity

590 hedge funds and large institutions have $13.4B invested in Fiserv in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 240 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+40
Holders Change %
+7.27%
% of All Funds
17.14%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.9%
New
73
Increased
190
Reduced
240
Closed
31
Calls
$19.8M
Puts
$29.3M
Net Calls
-$9.56M
Net Calls Change
-$5.41M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$176M
2
LP
Longview Partners
Guernsey
$711M
3
PAM
Panagora Asset Management
Massachusetts
$25M
4
Invesco
Invesco
Georgia
$363M
5
Goldman Sachs
Goldman Sachs
New York
$57.1M

Top Sellers

1
MG
Meritage Group
California
$220M
2
Bessemer Group
Bessemer Group
New Jersey
$49K
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$205M
4
ECU
Egerton Capital (UK)
United Kingdom
$224M
5
EC
Eminence Capital
New York
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
501
Colony Group
Massachusetts
$257K +$257K +8,692 New
OC
502
Oppenheimer & Co
New York
$257K +$257K +8,700 New
FAAS
503
First Allied Advisory Services
California
$254K -$465K -15,660 -65%
Jane Street
504
Jane Street
New York
$251K -$1.99M -67,534 -89%
STIA
505
Stone Toro Investment Advisers
New Jersey
$248K +$248K +8,400 New
FC
506
Fayerweather Charles
$247K +$247K +8,340 New
ST
507
Smithfield Trust
Pennsylvania
$246K -$74.5K -2,520 -23%
DADC
508
D.A. Davidson & Co
Montana
$243K -$13K -444 -5%
HighTower Advisors
509
HighTower Advisors
Illinois
$239K -$162K -5,494 -40%
IC
510
Inverness Counsel
New York
$236K – – –
TIA
511
Tiemann Investment Advisors
California
$236K +$236K +8,000 New
CBU
512
CIBC Bank USA
Illinois
$231K +$231K +7,800 New
SFA
513
Sequoia Financial Advisors
Ohio
$230K +$230K +7,780 New
Bank of Nova Scotia
514
Bank of Nova Scotia
Ontario, Canada
$229K +$229K +7,764 New
Janney Montgomery Scott
515
Janney Montgomery Scott
Pennsylvania
$224K +$224K +7,576 New
SBH
516
Segall Bryant & Hamill
Illinois
$221K +$221K +7,472 New
WT
517
Washington Trust
Rhode Island
$214K +$214K +7,260 New
PWS
518
Peloton Wealth Strategists
Indiana
$213K -$3.4M -115,000 -94%
RFC
519
Regions Financial Corp
Alabama
$213K +$213K +7,200 New
MBT
520
Montecito Bank & Trust
California
$210K +$210K +7,124 New
PAG
521
Private Advisor Group
New Jersey
$208K +$208K +7,060 New
BA
522
Boston Advisors
Massachusetts
$207K -$35.3K -1,196 -15%
AIM
523
Arcadia Investment Management
Michigan
$207K +$207K +7,000 New
LCM
524
LVM Capital Management
Michigan
$204K +$204K +6,920 New
TRCT
525
Tower Research Capital (TRC)
New York
$202K -$124K -4,178 -38%
19 20
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