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Fiserv
FI

Overview Fund Activity

910 hedge funds and large institutions have $25.3B invested in Fiserv in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 262 increasing their positions, 380 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+21
Holders Change %
+2.36%
% of All Funds
20.31%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
262
Reduced
380
Closed
83
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.4M
3
BlackRock
BlackRock
New York
+$66M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.1M
5
Capital International Investors
Capital International Investors
California
+$61.2M

Top Sellers

1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$92.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
526
Penbrook Management
New York
$909K – – –
PCA
527
Private Capital Advisors
Connecticut
$897K – – –
BB
528
Bell Bank
North Dakota
$885K -$95.2K -1,296 -10%
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$879K +$17.1K +232 +2%
HAM
530
Highstreet Asset Management
Ontario, Canada
$874K – – –
DSI
531
Daiwa SB Investments
Japan
$872K +$72.7K +990 +9%
CI
532
Conning Inc
Connecticut
$866K -$63.2K -860 -7%
BSW
533
Buckingham Strategic Wealth
Missouri
$865K -$2.28K -31 -0.3%
IDA
534
Intelligence Driven Advisers
California
$862K +$862K +11,733 New
RFC
535
Regions Financial Corp
Alabama
$860K -$17.6K -240 -2%
VFA
536
Voya Financial Advisors
Connecticut
$836K +$89.5K +1,226 +12%
FP
537
Foundry Partners
Minnesota
$834K -$88.2K -1,200 -10%
IIC
538
Integrated Investment Consultants
Michigan
$814K +$5.44K +74 +0.7%
HF
539
HRT Financial
New York
$813K +$813K +11,063 New
SIM
540
Sadoff Investment Management
Wisconsin
$803K – – –
CPA
541
Court Place Advisors
Maryland
$802K -$30.6K -417 -4%
MERSOM
542
Municipal Employees' Retirement System of Michigan
Michigan
$800K +$800K +10,880 New
AP
543
Advisor Partners
California
$794K +$82.8K +1,126 +12%
CC
544
Caldera Capital
Texas
$791K +$791K +10,770 New
II
545
Inspire Investing
Idaho
$772K +$39.5K +538 +5%
CAM
546
Cozad Asset Management
Illinois
$763K -$2.06K -28 -0.3%
JIC
547
Johnson Investment Counsel
Ohio
$763K +$61.7K +840 +9%
PI
548
PEAK6 Investments
Illinois
$763K +$610K +8,295 +398%
PGAM
549
Princeton Global Asset Management
New Jersey
$761K +$761K +10,350 New
RA
550
Rational Advisors
New York
$757K -$703K -9,564 -48%
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