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Fiserv
FI

Overview Fund Activity

991 hedge funds and large institutions have $38.1B invested in Fiserv in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 329 increasing their positions, 396 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+13
Holders Change %
+1.33%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
329
Reduced
396
Closed
60
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$359M
2
Capital International Investors
Capital International Investors
California
+$186M
3
WRF
Waddell & Reed Financial
Kansas
+$183M
4
CG
Carmignac Gestion
France
+$180M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$167M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$189M
3
MC
Maverick Capital
Texas
-$176M
4
Lazard Asset Management
Lazard Asset Management
New York
-$109M
5
Renaissance Technologies
Renaissance Technologies
New York
-$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
526
Dowling & Yahnke
California
$1.53M -$86.2K -946 -5%
MIFH
527
Migdal Insurance & Financial Holdings
Israel
$1.53M -$273K -2,993 -15%
FA
528
FDx Advisors
Illinois
$1.52M +$268K +2,938 +21%
CCA
529
Catalyst Capital Advisors
New York
$1.51M +$63.8K +700 +4%
NSIM
530
North Star Investment Management
Illinois
$1.48M – – –
GHAM
531
Gilman Hill Asset Management
Connecticut
$1.47M +$217K +2,380 +17%
AAS
532
Annex Advisory Services
Wisconsin
$1.47M – – –
Wealthfront Advisers
533
Wealthfront Advisers
California
$1.47M -$18.7K -205 -1%
SC
534
Selz Capital
New York
$1.46M +$1.46M +16,000 New
PAM
535
Palisade Asset Management
Minnesota
$1.43M – – –
ATC
536
Argent Trust Co
Tennessee
$1.43M – – –
Daiwa Securities Group
537
Daiwa Securities Group
Japan
$1.42M – – –
MME
538
Meag Munich Ergo
Germany
$1.41M – – –
GIA
539
Gateway Investment Advisers
Ohio
$1.4M -$65.4K -718 -4%
CB
540
Cadence Bank
Mississippi
$1.39M – – –
GWM
541
Geneos Wealth Management
Colorado
$1.39M +$331K +3,613 +31%
BOS
542
Bank of Stockton
California
$1.38M -$912 -10 -0.1%
VFA
543
Voya Financial Advisors
Connecticut
$1.38M +$264K +2,906 +24%
CNBT
544
Canandaigua National Bank & Trust
New York
$1.36M -$3.28K -36 -0.2%
NMIMC
545
Northwestern Mutual Investment Management Company
Wisconsin
$1.36M -$4.07M -44,617 -75%
VRM
546
Vectors Research Management
New York
$1.35M +$61.6K +676 +5%
HC
547
HNP Capital
New York
$1.35M +$61.6K +676 +5%
FT
548
Fiduciary Trust
Massachusetts
$1.33M – – –
Cerity Partners
549
Cerity Partners
New York
$1.33M -$84.5K -927 -6%
Fayez Sarofim & Co
550
Fayez Sarofim & Co
Texas
$1.32M – – –
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