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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
551
Jupiter Asset Management
United Kingdom
$766K +$766K +10,748 New
TF
552
TIAA FSB
Florida
$765K +$765K +10,723 New
BB
553
Bell Bank
North Dakota
$760K +$52.2K +732 +7%
CC
554
ClearArc Capital
Ohio
$751K -$5.35K -75 -0.7%
JIP
555
Jaffetilchin Investment Partners
Florida
$738K +$507K +7,117 +220%
BWM
556
Buckley Wealth Management
Nevada
$730K +$7.14K +100 +1%
RIM
557
Regent Investment Management
Kentucky
$727K -$354K -4,970 -33%
NB
558
Nicolet Bankshares
Wisconsin
$724K -$3.42K -48 -0.5%
RM
559
Resource Management
Louisiana
$722K – – –
Brown Advisory
560
Brown Advisory
Maryland
$720K -$361K -5,060 -33%
SGCA
561
Steel Grove Capital Advisors
Tennessee
$718K -$204K -2,868 -22%
NEI
562
Northwest & Ethical Investments
Ontario, Canada
$716K -$67K -940 -9%
CT
563
Chicago Trust
Illinois
$713K -$7.13K -100 -1%
PCM
564
Prelude Capital Management
New York
$710K +$710K +9,960 New
AIM
565
Achmea Investment Management
Netherlands
$708K – – –
Nuveen Asset Management
566
Nuveen Asset Management
Illinois
$703K -$428 -6 -0.1%
JIC
567
Johnson Investment Counsel
Ohio
$695K +$2.14K +30 +0.3%
FWCM
568
Ferguson Wellman Capital Management
Oregon
$692K +$42.3K +594 +7%
EOJOAM
569
E. Ohman J:or Asset Management
Sweden
$685K – – –
WT
570
Whittier Trust
California
$683K +$1.43K +20 +0.2%
S
571
SimplyRich
California
$681K +$681K +9,550 New
MCM
572
MAI Capital Management
Ohio
$676K -$14.1K -198 -2%
KRSITF
573
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$675K -$115K -1,608 -15%
NDSI
574
Newman Dignan & Sheerar Inc
Rhode Island
$673K -$3.55K -50 -0.5%
IRF
575
IBM Retirement Fund
New York
$672K -$67.5K -946 -9%
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