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Fiserv
FI

Overview Fund Activity

889 hedge funds and large institutions have $29.1B invested in Fiserv in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 275 increasing their positions, 374 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
20.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
65
Increased
275
Reduced
374
Closed
49
Calls
$29.5M
Puts
$20.8M
Net Calls
+$8.7M
Net Calls Change
+$14.8M

Top Buyers

1
SIG
Senator Investment Group
New York
+$148M
2
Capital International Investors
Capital International Investors
California
+$145M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$113M
4
State Street
State Street
Massachusetts
+$62.3M
5
CAM
Close Asset Management
United Kingdom
+$53.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
LP
Longview Partners
Guernsey
-$217M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$120M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$55.2M
5
Capital World Investors
Capital World Investors
California
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
501
Winton Group
United Kingdom
$1.28M -$29.3M -355,989 -96%
CWM
502
Chesapeake Wealth Management
Virginia
$1.26M -$24.7K -300 -2%
BOS
503
Bank of Stockton
California
$1.26M +$53.9K +655 +4%
FT
504
Fiduciary Trust
Massachusetts
$1.25M -$12.8K -155 -1%
Marshall Wace
505
Marshall Wace
United Kingdom
$1.23M -$192K -2,333 -13%
FNBT
506
FineMark National Bank & Trust
Florida
$1.22M -$31.9K -387 -3%
AssetMark Inc
507
AssetMark Inc
California
$1.21M +$7.58K +92 +0.6%
SPIA
508
Steward Partners Investment Advisory
New York
$1.21M – – –
AIP
509
Ameritas Investment Partners
Nebraska
$1.2M -$49.8K -604 -4%
V
510
Veritable
Delaware
$1.17M +$14.8K +180 +1%
CIA
511
Choate Investment Advisors
Massachusetts
$1.17M -$4.12K -50 -0.4%
B
512
Bailard
California
$1.15M -$593K -7,200 -34%
GSBTD
513
Glenview State Bank Trust Department
Illinois
$1.15M -$32.1K -390 -3%
AMI
514
Amica Mutual Insurance
Rhode Island
$1.14M – – –
CWM
515
Confluence Wealth Management
Oregon
$1.14M -$23.4K -284 -2%
CQS
516
Credential Qtrade Securities
$1.12M +$1.12M +13,653 New
GFPC
517
Global Financial Private Capital
Florida
$1.12M +$531K +6,442 +91%
MBT
518
Montecito Bank & Trust
California
$1.11M +$97.6K +1,185 +10%
EMB
519
Elefante Mark B
$1.11M +$11.9K +145 +1%
JWM
520
Jackson Wealth Management
Florida
$1.11M +$55.2K +670 +5%
BB
521
Bell Bank
North Dakota
$1.1M +$58.1K +705 +6%
NIMI
522
Natixis Investment Managers International
France
$1.1M +$179K +2,169 +19%
CNBT
523
Canandaigua National Bank & Trust
New York
$1.09M -$72K -874 -6%
APG
524
Abacus Planning Group
South Carolina
$1.09M -$23.6K -286 -2%
PNC
525
Park National Corp
Ohio
$1.08M -$156K -1,900 -13%
19 20
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