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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
526
Congress Asset Management
Massachusetts
$894K -$97.1K -1,361 -10%
MBT
527
Montecito Bank & Trust
California
$890K -$42.5K -596 -5%
APFBOT
528
Amica Pension Fund Board of Trustees
Rhode Island
$888K +$888K +12,458 New
B
529
Barings
North Carolina
$886K -$271K -3,800 -23%
PM
530
Penbrook Management
New York
$882K – – –
KI
531
Koch Industries
Kansas
$871K +$480K +6,733 +123%
PCA
532
Private Capital Advisors
Connecticut
$870K – – –
BSW
533
Buckingham Strategic Wealth
Missouri
$870K – – –
CCA
534
Covey Capital Advisors
Georgia
$856K – – –
LP
535
LMR Partners
United Kingdom
$837K -$837K -6,381 -50%
OC
536
Oppenheimer & Co
New York
$836K -$7.35K -103 -0.9%
TIM
537
Thompson Investment Management
Wisconsin
$833K -$128K -1,800 -13%
QC
538
Quadrature Capital
United Kingdom
$830K +$830K +11,642 New
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$828K +$107K +1,504 +15%
IIC
540
Integrated Investment Consultants
Michigan
$823K +$823K +11,546 New
KeyBank National Association
541
KeyBank National Association
Ohio
$818K -$132K -1,856 -14%
RFC
542
Regions Financial Corp
Alabama
$814K -$18.3K -256 -2%
BFO
543
Boston Family Office
Massachusetts
$810K -$457K -6,410 -36%
Fayez Sarofim & Co
544
Fayez Sarofim & Co
Texas
$809K – – –
CPA
545
Court Place Advisors
Maryland
$808K – – –
SIM
546
Sadoff Investment Management
Wisconsin
$804K -$78.4K -1,100 -9%
PBO
547
Peoples Bank (Ohio)
Ohio
$790K -$55.9K -785 -7%
AA
548
ALPS Advisors
Colorado
$790K +$790K +11,083 New
PP
549
Prudential plc
United Kingdom
$776K -$106K -1,481 -12%
MERSOM
550
Municipal Employees' Retirement System of Michigan
Michigan
$776K – – –
20 21
22
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