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Fiserv
FI

Overview Fund Activity

1,224 hedge funds and large institutions have $72.6B invested in Fiserv in 2019 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 393 increasing their positions, 493 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+97
Holders Change %
+8.61%
% of All Funds
24.17%
Holding in Top 10
106
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.95%
% of All Funds
2.09%
New
175
Increased
393
Reduced
493
Closed
62
Calls
$195M
Puts
$141M
Net Calls
+$54.6M
Net Calls Change
+$48.1M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$280M
2
BI
BlueSpruce Investments
Illinois
+$222M
3
Capital World Investors
Capital World Investors
California
+$174M
4
UIM
USS Investment Management
United Kingdom
+$126M
5
FAM
Fred Alger Management
New York
+$110M

Top Sellers

1
Invesco
Invesco
Georgia
-$674M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$194M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$145M
4
BlackRock
BlackRock
New York
-$130M
5
GCM
Glenview Capital Management
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
526
HighTower Advisors
Illinois
$2.84M -$162K -1,397 -5%
BWA
527
BDO Wealth Advisors
Florida
$2.84M -$150K -1,295 -5%
NED
528
Nancy E. Dempze
$2.83M -$174K -1,507 -6%
NIP
529
Nicholas Investment Partners
California
$2.82M -$4.34M -37,566 -61%
MGWM
530
Marks Group Wealth Management
Minnesota
$2.81M +$2.81M +24,257 New
HAI
531
Hennessy Advisors Inc
California
$2.78M -$318K -2,754 -10%
AWM
532
Avior Wealth Management
Nebraska
$2.77M +$53.6K +464 +2%
UB
533
UMB Bank
Missouri
$2.73M -$3.24K -28 -0.1%
FHB
534
First Hawaiian Bank
Hawaii
$2.72M +$300K +2,598 +12%
DRD
535
Dennis R. Delaney
$2.69M -$170K -1,470 -6%
AIP
536
Ameritas Investment Partners
Nebraska
$2.68M +$87.3K +755 +3%
DCM
537
Dupont Capital Management
Delaware
$2.66M +$145K +1,255 +6%
GJIC
538
Gamble Jones Investment Counsel
California
$2.65M -$1.16K -10 -0%
GWM
539
Geneos Wealth Management
Colorado
$2.64M +$197K +1,681 +8%
BSA
540
Bull Street Advisors
Georgia
$2.64M -$3.01K -26 -0.1%
SIP
541
Stoneridge Investment Partners
Pennsylvania
$2.6M +$2.6M +22,518 New
PIC
542
PCJ Investment Counsel
Ontario, Canada
$2.6M -$867K -7,500 -25%
FCBT
543
First Citizens Bank & Trust
North Carolina
$2.6M +$52.7K +456 +2%
FC
544
Fayerweather Charles
$2.6M -$183K -1,585 -7%
BS
545
Boenning & Scattergood
Pennsylvania
$2.58M -$5.78K -50 -0.2%
GCA
546
Gideon Capital Advisors
New York
$2.57M -$5.9K -51 -0.2%
NMIMC
547
Northwestern Mutual Investment Management Company
Wisconsin
$2.57M +$51.7K +447 +2%
AI
548
Aperture Investors
New York
$2.57M +$2.57M +22,183 New
PFM
549
Patton Fund Management
Texas
$2.56M +$21.4K +185 +0.8%
OC
550
Oppenheimer & Co
New York
$2.55M -$599K -5,184 -19%
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