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Fiserv
FI

Overview Fund Activity

746 hedge funds and large institutions have $20.4B invested in Fiserv in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 345 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.68%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
345
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$133M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$69.3M
5
Asset Management One
Asset Management One
Japan
+$38.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$85.7M
3
AAMU
Amundi Asset Management US
Massachusetts
-$58.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
551
SVB Wealth
Massachusetts
$489K – – –
FWCM
552
Ferguson Wellman Capital Management
Oregon
$484K – – –
GD
553
Grandfield & Dodd
New York
$483K – – –
Mariner
554
Mariner
Kansas
$467K -$105K -1,966 -18%
CIBC World Market
555
CIBC World Market
Ontario, Canada
$463K -$176K -3,318 -28%
UB
556
UMB Bank
Missouri
$459K -$190K -3,590 -29%
KM
557
Kalos Management
Georgia
$457K +$153K +2,882 +50%
DILIC
558
Dai-ichi Life Insurance Company
Japan
$455K +$455K +8,568 New
GHAM
559
Gilman Hill Asset Management
Connecticut
$454K +$44.1K +830 +11%
CA
560
Cetera Advisors
Colorado
$449K -$21.3K -400 -5%
Capital Fund Management (CFM)
561
Capital Fund Management (CFM)
France
$447K -$29.8K -560 -6%
CIP
562
Chartwell Investment Partners
Pennsylvania
$443K +$106K +2,000 +32%
FMT
563
First Mercantile Trust
Tennessee
$442K -$48.8K -918 -10%
AA
564
ALPS Advisors
Colorado
$436K -$17.1K -322 -4%
IFS
565
Ifrah Financial Services
Arkansas
$430K +$430K +8,096 New
SAM
566
Silvercrest Asset Management
New York
$426K +$1.17K +22 +0.3%
WSA
567
Wall Street Associates
California
$425K -$850 -16 -0.2%
BRWA
568
B. Riley Wealth Advisors
Florida
$424K +$9.57K +180 +2%
LOAME
569
Lombard Odier Asset Management (Europe)
United Kingdom
$420K – – –
HSA
570
HBK Sorce Advisory
Pennsylvania
$419K -$21K -396 -5%
BFM
571
Boston Financial Management
Massachusetts
$413K – – –
WT
572
Washington Trust
Rhode Island
$407K +$2.23K +42 +0.6%
SBIA
573
Sheaff Brock Investment Advisors
Indiana
$399K – – –
CBN
574
Cadence Bank NA
Texas
$395K +$17.4K +326 +5%
ED
575
Exane Derivatives
France
$393K +$352K +6,620 +847%
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