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Fiserv
FI

Overview Fund Activity

978 hedge funds and large institutions have $35.6B invested in Fiserv in 2019 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 311 increasing their positions, 393 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+68
Holders Change %
+7.47%
% of All Funds
21.2%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.37%
New
135
Increased
311
Reduced
393
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$741M
2
ECU
Egerton Capital (UK)
United Kingdom
+$568M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$374M
4
MC
Maverick Capital
Texas
+$284M
5
Lazard Asset Management
Lazard Asset Management
New York
+$276M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$162M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$110M
4
Invesco
Invesco
Georgia
-$99.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
501
Brown Advisory
Maryland
$1.65M +$759K +8,599 +85%
CAM
502
Congress Asset Management
Massachusetts
$1.64M +$522K +5,911 +47%
BC
503
Burney Company
Virginia
$1.61M -$352K -3,990 -18%
NBG
504
Nancy B. Gardiner
$1.6M -$24.7K -280 -2%
FNBOMD
505
First National Bank of Mount Dora
Florida
$1.6M +$1.6M +18,071 New
EA
506
Emerald Advisers
Pennsylvania
$1.58M +$1.58M +17,942 New
HighTower Advisors
507
HighTower Advisors
Illinois
$1.58M +$226K +2,557 +17%
DY
508
Dowling & Yahnke
California
$1.56M -$33.6K -381 -2%
Wolverine Trading
509
Wolverine Trading
Illinois
$1.56M +$985K +11,160 +172%
ASN
510
Advisory Services Network
Georgia
$1.56M +$4.32K +49 +0.3%
AF
511
Advisornet Financial
Minnesota
$1.56M +$81.7K +926 +6%
FPS
512
Fieldpoint Private Securities
Connecticut
$1.53M +$4.86K +55 +0.3%
DADC
513
D.A. Davidson & Co
Montana
$1.52M -$23.3K -291 -2%
FB
514
Fulton Bank
Pennsylvania
$1.52M -$13.8K -156 -0.9%
ECM
515
Element Capital Management
New York
$1.52M -$2.01M -22,797 -57%
KRS
516
Kentucky Retirement Systems
Kentucky
$1.51M -$18.8K -213 -1%
SSA
517
Schonfeld Strategic Advisors
New York
$1.51M -$1.63M -18,405 -52%
CWM
518
Chesapeake Wealth Management
Virginia
$1.49M +$147K +1,661 +11%
Wealthfront Advisers
519
Wealthfront Advisers
California
$1.44M -$225K -2,546 -14%
NSIM
520
North Star Investment Management
Illinois
$1.43M – – –
AAS
521
Annex Advisory Services
Wisconsin
$1.43M -$19.1K -216 -1%
GIA
522
Gateway Investment Advisers
Ohio
$1.42M -$161K -1,829 -10%
CCA
523
Catalyst Capital Advisors
New York
$1.4M – – –
PAM
524
Palisade Asset Management
Minnesota
$1.38M +$1.38M +15,680 New
ATC
525
Argent Trust Co
Tennessee
$1.38M -$31.6K -358 -2%
19 20
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