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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
501
Daiwa Securities Group
Japan
$1.07M +$65.6K +920 +7%
PG
502
Pendal Group
Australia
$1.05M -$27K -378 -2%
BOS
503
Bank of Stockton
California
$1.05M +$12.1K +170 +1%
SPIA
504
Steward Partners Investment Advisory
New York
$1.05M +$56.7K +795 +6%
AssetMark Inc
505
AssetMark Inc
California
$1.05M -$20.5K -288 -2%
CIA
506
Choate Investment Advisors
Massachusetts
$1.03M -$76.9K -1,078 -7%
GSBTD
507
Glenview State Bank Trust Department
Illinois
$1.02M – – –
CNBT
508
Canandaigua National Bank & Trust
New York
$1.02M +$555K +7,779 +120%
CWM
509
Confluence Wealth Management
Oregon
$1.01M -$4.85K -68 -0.5%
STMM
510
South Texas Money Management
Texas
$1.01M +$282K +3,954 +39%
V
511
Veritable
Delaware
$1M -$46.2K -648 -4%
CS
512
Credential Securities
$1M -$10.3K -145 -1%
CI
513
Conning Inc
Connecticut
$988K -$20K -280 -2%
AMI
514
Amica Mutual Insurance
Rhode Island
$984K +$984K +13,802 New
RIM
515
Rampart Investment Management
Connecticut
$980K +$574K +8,052 +142%
ATC
516
Argent Trust Co
Tennessee
$979K -$59.4K -832 -6%
EMB
517
Elefante Mark B
$978K -$32.8K -460 -3%
RA
518
Rational Advisors
New York
$970K – – –
AG
519
Advisor Group
Arizona
$966K -$198K -2,773 -17%
APG
520
Abacus Planning Group
South Carolina
$965K +$554K +7,766 +135%
GHAM
521
Gilman Hill Asset Management
Connecticut
$951K +$26.4K +370 +3%
II
522
IFM Investors
Australia
$938K +$86.4K +1,212 +10%
FA
523
FDx Advisors
Illinois
$929K -$61.8K -867 -6%
HT
524
Heritage Trust
Oklahoma
$929K -$5.7K -80 -0.6%
FP
525
Foundry Partners
Minnesota
$915K +$713 +10 +0.1%
19 20
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