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Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
501
Oarsman Capital
Wisconsin
$2.48M -$1.25M -13,155 -34%
BWA
502
BDO Wealth Advisors
Florida
$2.47M +$139K +1,461 +6%
DCM
503
Dupont Capital Management
Delaware
$2.47M +$285K +3,005 +13%
MCM
504
Monument Capital Management
Virginia
$2.45M -$58K -611 -2%
CNAM
505
Campbell Newman Asset Management
Wisconsin
$2.44M +$41.4K +436 +2%
MGWM
506
Marks Group Wealth Management
Minnesota
$2.39M +$75.2K +790 +3%
SIP
507
Stoneridge Investment Partners
Pennsylvania
$2.38M +$240K +2,522 +11%
RCG
508
Rock Creek Group
District of Columbia
$2.38M +$1.02M +10,704 +75%
PCA
509
Peddock Capital Advisors
Massachusetts
$2.37M -$29.1K -306 -1%
FL
510
Fort LP
Maryland
$2.36M -$115K -1,211 -5%
EHWM
511
Eads & Heald Wealth Management
Georgia
$2.35M -$142K -1,500 -6%
AIM
512
AMI Investment Management
Indiana
$2.34M -$580K -6,105 -20%
PAG
513
Private Advisor Group
New Jersey
$2.33M -$2.22M -23,322 -49%
FCBT
514
First Citizens Bank & Trust
North Carolina
$2.32M +$186K +1,958 +9%
LSERS
515
Louisiana State Employees Retirement System
Louisiana
$2.31M -$266K -2,800 -10%
KA
516
KLCM Advisors
Wisconsin
$2.3M -$47.5K -500 -2%
AWM
517
Avior Wealth Management
Nebraska
$2.3M +$19K +200 +0.8%
Simplex Trading
518
Simplex Trading
Illinois
$2.29M +$2.29M +24,058 New
WAM
519
World Asset Management
Michigan
$2.27M -$1.7M -17,869 -43%
FHB
520
First Hawaiian Bank
Hawaii
$2.26M +$22.2K +234 +1%
AC
521
Allstate Corporation
Illinois
$2.25M -$3.24M -34,095 -59%
Teacher Retirement System of Texas
522
Teacher Retirement System of Texas
Texas
$2.25M -$2.88M -30,299 -56%
FB
523
Fulton Bank
Pennsylvania
$2.25M +$282K +2,969 +14%
EP
524
Edgestream Partners
New Jersey
$2.23M +$1.04M +10,977 +88%
VRM
525
Vectors Research Management
New York
$2.23M +$598K +6,298 +37%
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