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Fiserv
FI

Overview Fund Activity

550 hedge funds and large institutions have $11.5B invested in Fiserv in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.84%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$116M
2
MPI
Mairs & Power Inc
Minnesota
+$49M
3
FPP
Findlay Park Partners
United Kingdom
+$36.8M
4
JHIU
Janus Henderson Investors US
Colorado
+$32.8M
5
NFA
Nationwide Fund Advisors
Ohio
+$28.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$139M
2
BWA
Brave Warrior Advisors
New York
-$98.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.2M
4
SA
SQ Advisors
Florida
-$45.1M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
551
Capital City Trust
Florida
$2.4K -$23 -904 -0.9%
BWA
552
Brave Warrior Advisors
New York
– -$98.1M -4,488,724 Closed
SA
553
SQ Advisors
Florida
– -$45.1M -2,062,268 Closed
DJSG
554
D.J. St. Germain
Massachusetts
– -$12.2M -559,680 Closed
BPM
555
Bowling Portfolio Management
Ohio
– -$4.43M -202,756 Closed
CCMLC
556
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$2.38M -108,800 Closed
NMERB
557
New Mexico Educational Retirement Board
New Mexico
– -$1.86M -85,116 Closed
CA
558
Cullinan Associates
Kentucky
– -$1.22M -56,000 Closed
LMF
559
LMR Master Fund
Cayman Islands
– -$1.19M -54,312 Closed
RJFSA
560
Raymond James Financial Services Advisors
Florida
– -$1.07M -48,752 Closed
BMCMI
561
Bryn Mawr Capital Management Inc
Pennsylvania
– -$1.02M -46,800 Closed
LA
562
Lau Associates
Delaware
– -$545K -24,920 Closed
SSWM
563
Sheets Smith Wealth Management
North Carolina
– -$520K -23,800 Closed
MC
564
Montag & Caldwell
Georgia
– -$460K -21,060 Closed
TCM
565
Twin Capital Management
Pennsylvania
– -$402K -18,400 Closed
VRS
566
Virginia Retirement Systems
Virginia
– -$367K -16,788 Closed
PG
567
PEAK6 Group
Illinois
– -$302 -13,816 Closed
TC
568
TradeLink Capital
Illinois
– -$271K -12,400 Closed
CCM
569
Cai Capital Management
New York
– -$243K -11,104 Closed
ZCM
570
Zebra Capital Management
Connecticut
– -$214K -9,792 Closed
MFS
571
MSI Financial Services
Massachusetts
– -$113K -5,160 Closed
BC
572
Brookfield Corp
Ontario, Canada
– -$953K -4,360 Closed
OWP
573
Obermeyer Wealth Partners
Colorado
– -$79K -3,600 Closed
CFS
574
Community Financial System
New York
– -$44K -2,000 Closed
CGT
575
Capital Guardian Trust
California
– -$18K -800 Closed
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