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Fiserv
FI

Overview Fund Activity

550 hedge funds and large institutions have $11.5B invested in Fiserv in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.84%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$116M
2
MPI
Mairs & Power Inc
Minnesota
+$49M
3
FPP
Findlay Park Partners
United Kingdom
+$36.8M
4
JHIU
Janus Henderson Investors US
Colorado
+$32.8M
5
NFA
Nationwide Fund Advisors
Ohio
+$28.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$139M
2
BWA
Brave Warrior Advisors
New York
-$98.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.2M
4
SA
SQ Advisors
Florida
-$45.1M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
526
Private Trust Company
Ohio
$39K +$5.04K +200 +15%
JFA
527
JNBA Financial Advisors
Minnesota
$38K – – –
HRIA
528
Haberer Registered Investment Advisor
Ohio
$34K -$34.4K -1,348 -50%
MAM
529
Mizuho Asset Management
Japan
$30K – – –
OSAM
530
O'Shaughnessy Asset Management
Connecticut
$29K – – –
TSW
531
Thompson Siegel & Walmsley
Virginia
$26K – – –
BOK
532
Bank of Kentucky
Kentucky
$25K – – –
M&T Bank
533
M&T Bank
New York
$25K – – –
OSNBOA
534
Old Second National Bank of Aurora
Illinois
$25K – – –
S
535
SignatureFD
Georgia
$25K +$25K +1,000 New
ST
536
Stifel Trust
Missouri
$21K – – –
BCI
537
Brinker Capital Investments
Pennsylvania
$19K +$10.3K +400 +118%
WA
538
WealthTrust-Arizona
Arizona
$18K -$614 -24 -3%
ST
539
SpiderRock Trading
Illinois
$18K – – –
QAM
540
QCI Asset Management
New York
$15K – – –
WA
541
WFG Advisors
Texas
$15K – – –
Manulife (Manufacturers Life Insurance)
542
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1K -$45 -1,792 -0.3%
WCM
543
Windsor Capital Management
Arizona
$11K – – –
JAM
544
Jolley Asset Management
North Carolina
$11K – – –
EFSCE
545
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$1.36K +56 +14%
WRM
546
Westport Resources Management
Connecticut
$10K – – –
NES
547
New England Securities
New York
$8K +$8K +300 New
EWM
548
Evercore Wealth Management
New York
$5K +$5K +204 New
TWA
549
TCI Wealth Advisors
Arizona
$4K – – –
HI
550
Hudock Inc
Pennsylvania
$3K – – –
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