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Fiserv
FI

Overview Fund Activity

880 hedge funds and large institutions have $26.8B invested in Fiserv in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 278 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+20
Holders Change %
+2.33%
% of All Funds
20.17%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
278
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$110M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$99.8M
4
Invesco
Invesco
Georgia
+$71.6M
5
BA
Boston Advisors
Massachusetts
+$27.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$227M
2
LP
Longview Partners
Guernsey
-$207M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
4
GC
Guggenheim Capital
Illinois
-$66.6M
5
Capital World Investors
Capital World Investors
California
-$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Chesapeake Wealth Management
Virginia
$1.15M -$90.3K -1,220 -7%
Daiwa Securities Group
502
Daiwa Securities Group
Japan
$1.14M +$25.9K +350 +2%
FT
503
Fiduciary Trust
Massachusetts
$1.14M +$297 +4 +0%
CIA
504
CSat Investment Advisory
Michigan
$1.14M +$1.14M +15,353 New
AIP
505
Ameritas Investment Partners
Nebraska
$1.13M -$64.8K -874 -5%
FNBT
506
FineMark National Bank & Trust
Florida
$1.13M -$2.89K -39 -0.3%
HighTower Advisors
507
HighTower Advisors
Illinois
$1.12M -$77.2K -1,042 -6%
Verition Fund Management
508
Verition Fund Management
Connecticut
$1.11M -$442K -5,965 -28%
PNC
509
Park National Corp
Ohio
$1.11M -$87.8K -1,186 -7%
SPIA
510
Steward Partners Investment Advisory
New York
$1.09M -$2.3K -31 -0.2%
AssetMark Inc
511
AssetMark Inc
California
$1.09M – – –
BOS
512
Bank of Stockton
California
$1.08M -$9.26K -125 -0.8%
Allianz Asset Management
513
Allianz Asset Management
Germany
$1.08M -$996K -13,428 -48%
GSBTD
514
Glenview State Bank Trust Department
Illinois
$1.06M – – –
CIA
515
Choate Investment Advisors
Massachusetts
$1.06M -$10.4K -140 -1%
SAM
516
Symphony Asset Management
California
$1.05M -$548K -7,681 -34%
CNBT
517
Canandaigua National Bank & Trust
New York
$1.05M -$7.48K -101 -0.7%
CWM
518
Confluence Wealth Management
Oregon
$1.04M -$9.19K -124 -0.9%
V
519
Veritable
Delaware
$1.04M -$1.11K -15 -0.1%
STMM
520
South Texas Money Management
Texas
$1.02M -$27K -365 -3%
AMI
521
Amica Mutual Insurance
Rhode Island
$1.02M – – –
APG
522
Abacus Planning Group
South Carolina
$1M – – –
IG
523
ING Group
Netherlands
$1M -$2.05M -27,721 -67%
GHAM
524
Gilman Hill Asset Management
Connecticut
$992K +$4.81K +65 +0.5%
AG
525
Advisor Group
Arizona
$990K -$13.7K -185 -1%
19 20
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