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Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
526
Cox Capital Management
Massachusetts
$2.22M – – –
ACA
527
Aptus Capital Advisors
Alabama
$2.2M +$2.2M +23,211 New
NIP
528
Nicholas Investment Partners
California
$2.2M -$118K -1,238 -5%
NED
529
Nancy E. Dempze
$2.2M -$123K -1,291 -5%
FT
530
Fiduciary Trust
Massachusetts
$2.2M +$663K +6,980 +43%
FFA
531
First Foundation Advisors
California
$2.2M +$1.11M +11,637 +101%
TC
532
TownSquare Capital
Utah
$2.18M +$1.8M +17,911 +470%
AIP
533
Ameritas Investment Partners
Nebraska
$2.17M -$28.2K -297 -1%
BS
534
Boenning & Scattergood
Pennsylvania
$2.12M – – –
ATPW
535
Ashton Thomas Private Wealth
Arizona
$2.12M -$613K -6,456 -22%
Mercer Global Advisors
536
Mercer Global Advisors
Colorado
$2.1M +$109K +1,148 +5%
CAM
537
Covenant Asset Management
New Jersey
$2.09M +$61.9K +652 +3%
GT
538
Glenmede Trust
Pennsylvania
$2.09M – – –
AMI
539
Amica Mutual Insurance
Rhode Island
$2.08M – – –
LC
540
Landaas & Company
Wisconsin
$2.07M – – –
DRD
541
Dennis R. Delaney
$2.07M -$138K -1,447 -6%
CWM
542
CMH Wealth Management
New Hampshire
$2.07M +$279K +2,933 +16%
GJIC
543
Gamble Jones Investment Counsel
California
$2.06M -$111K -1,170 -5%
CSS
544
Cubist Systematic Strategies
Connecticut
$2.05M +$1.08M +11,370 +111%
PA
545
PFG Advisors
Arizona
$2.04M -$55.4K -570 -3%
FNBOMD
546
First National Bank of Mount Dora
Florida
$2.04M -$377K -3,972 -16%
SHWM
547
Smith & Howard Wealth Management
Georgia
$2.01M -$10.2M -107,919 -84%
SFG
548
Summit Financial Group
West Virginia
$1.97M – – –
IA
549
IndexIQ Advisors
New York
$1.91M +$1.91M +20,082 New
WIA
550
Westbourne Investment Advisors
Maryland
$1.9M -$54.3K -571 -3%
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