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Fiserv
FI

Overview Fund Activity

590 hedge funds and large institutions have $13.4B invested in Fiserv in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 240 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+40
Holders Change %
+7.27%
% of All Funds
17.14%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.9%
New
73
Increased
190
Reduced
240
Closed
31
Calls
$19.8M
Puts
$29.3M
Net Calls
-$9.56M
Net Calls Change
-$5.41M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$176M
2
LP
Longview Partners
Guernsey
$711M
3
PAM
Panagora Asset Management
Massachusetts
$25M
4
Invesco
Invesco
Georgia
$363M
5
Goldman Sachs
Goldman Sachs
New York
$57.1M

Top Sellers

1
MG
Meritage Group
California
$220M
2
Bessemer Group
Bessemer Group
New Jersey
$49K
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$205M
4
ECU
Egerton Capital (UK)
United Kingdom
$224M
5
EC
Eminence Capital
New York
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRCP
551
Copper Rock Capital Partners
Massachusetts
$77K – – –
WTC
552
WhitTier Trust Company
Nevada
$73K – – –
SAMC
553
Shinko Asset Management Company
Japan
$71K – – –
PAS
554
Partnervest Advisory Services
California
$68K -$65K -2,200 -49%
TFO
555
Tarbox Family Office
California
$65K +$65K +2,208 New
IMS
556
Index Management Solutions
Pennsylvania
$63K +$5.64K +192 +10%
TF
557
Tompkins Financial
New York
$59K +$6.82K +230 +13%
SC
558
Saturna Capital
Washington
$53K – – –
SSB
559
Sandy Spring Bank
Maryland
$50K – – –
HPBT
560
High Point Bank & Trust
North Carolina
$50K – – –
Bessemer Group
561
Bessemer Group
New Jersey
$49K -$59.7M -2,046,020 -100%
BAM
562
Brave Asset Management
New Jersey
$47K +$47K +1,600 New
PTC
563
Private Trust Company
Ohio
$46K – – –
JFA
564
JNBA Financial Advisors
Minnesota
$44K – – –
TWM
565
Torch Wealth Management
Ohio
$40K +$40K +1,348 New
NES
566
New England Securities
New York
$39K +$30.1K +1,016 +339%
MAM
567
Mizuho Asset Management
Japan
$36K – – –
SEC
568
Seven Eight Capital
New York
$35K +$35K +1,200 New
TSW
569
Thompson Siegel & Walmsley
Virginia
$31K – – –
S
570
SignatureFD
Georgia
$30K – – –
OSNBOA
571
Old Second National Bank of Aurora
Illinois
$30K – – –
M&T Bank
572
M&T Bank
New York
$30K – – –
BOK
573
Bank of Kentucky
Kentucky
$30K – – –
IGIM
574
I.G. Investment Management
Manitoba, Canada
$30K +$30K +1,000 New
ST
575
Stifel Trust
Missouri
$24K – – –
21 22
23
24 25