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Fiserv
FI

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Fiserv in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 217 increasing their positions, 293 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
19.03%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
1.2%
New
52
Increased
217
Reduced
293
Closed
28
Calls
$17.3M
Puts
$19.2M
Net Calls
-$1.86M
Net Calls Change
+$104M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$120M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$120M
3
Deutsche Bank
Deutsche Bank
Germany
+$30.7M
4
KCM
Kensico Capital Management
Connecticut
+$28.1M
5
NSCM
New South Capital Management
Tennessee
+$24M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$108M
2
LP
Longview Partners
Guernsey
-$74.8M
3
CB
Cooke & Bieler
Pennsylvania
-$57.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$40M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
526
Veritas Investment Management
United Kingdom
$399K +$10.2K +800 +3%
SW
527
SVB Wealth
Massachusetts
$398K -$1.38K -32 -0.3%
FWCM
528
Ferguson Wellman Capital Management
Oregon
$395K – – –
W
529
Wealthfront
California
$388K +$138K +3,182 +55%
VKH
530
Virtu KCG Holdings
New York
$384K +$102K +2,366 +36%
NA
531
Navellier & Associates
Nevada
$381K – – –
Bank of Nova Scotia
532
Bank of Nova Scotia
Ontario, Canada
$380K +$12.1K +280 +3%
PAM
533
PartnerRe Asset Management
Connecticut
$368K -$2.77K -64 -0.7%
MP
534
Manifold Partners
California
$361K +$361K +8,340 New
CF
535
CenterStar Fund
Illinois
$358K – – –
Millennium Management
536
Millennium Management
New York
$355K -$4.46M -103,102 -93%
DP
537
Dearborn Partners
Illinois
$355K – – –
Northwestern Mutual Wealth Management
538
Northwestern Mutual Wealth Management
Wisconsin
$348K -$61.8K -1,428 -15%
MBT
539
Montecito Bank & Trust
California
$342K -$59K -1,362 -15%
JIP
540
Jaffetilchin Investment Partners
Florida
$340K +$340K +7,852 New
NIT
541
NumerixS Investment Technologies
British Columbia, Canada
$338K -$527K -12,170 -61%
SAM
542
Sentinel Asset Management
Vermont
$338K – – –
WT
543
Washington Trust
Rhode Island
$334K +$3.29K +76 +1%
CCB
544
Cutter & Co Brokerage
Missouri
$333K -$58.5K -1,350 -15%
FA
545
FDx Advisors
Illinois
$332K -$10.4K -240 -3%
VIP
546
Vantage Investment Partners
Missouri
$325K – – –
MCM
547
MAI Capital Management
Ohio
$320K -$9.51K -220 -3%
BGIM
548
Boussard & Gavaudan Investment Management
United Kingdom
$312K +$24.1K +560 +8%
RIA
549
Regal Investment Advisors
Michigan
$311K – – –
CAN
550
Cetera Advisor Networks
California
$311K +$3.64K +84 +1%
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