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Fiserv
FI

Overview Fund Activity

910 hedge funds and large institutions have $25.3B invested in Fiserv in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 262 increasing their positions, 380 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+21
Holders Change %
+2.36%
% of All Funds
20.31%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
262
Reduced
380
Closed
83
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.4M
3
BlackRock
BlackRock
New York
+$66M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.1M
5
Capital International Investors
Capital International Investors
California
+$61.2M

Top Sellers

1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$92.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
551
Peoples Bank (Ohio)
Ohio
$757K -$8.82K -120 -1%
APA
552
American Portfolios Advisors
New York
$754K -$114K -1,548 -13%
BFO
553
Boston Family Office
Massachusetts
$754K – – –
FCH
554
Freestone Capital Holdings
Washington
$748K -$110K -1,504 -13%
Jones Financial Companies
555
Jones Financial Companies
Missouri
$745K +$413K +5,622 +124%
JWM
556
Jackson Wealth Management
Florida
$743K -$198K -2,819 -21%
Brown Advisory
557
Brown Advisory
Maryland
$743K +$45.3K +617 +6%
CBN
558
Cadence Bank NA
Texas
$738K +$18.1K +246 +3%
SI
559
Stephens Inc
Arkansas
$737K +$55.2K +751 +8%
EAM
560
Eagle Asset Management
Florida
$733K +$136K +1,857 +23%
LCM
561
Laurion Capital Management
New York
$732K -$849K -11,560 -54%
QI
562
QS Investors
New York
$730K – – –
JCM
563
Jacobi Capital Management
Pennsylvania
$726K +$497K +6,764 +217%
BCM
564
Brown Capital Management
Maryland
$723K -$73 -1 -0%
OC
565
Oppenheimer & Co
New York
$722K -$152K -2,064 -17%
WT
566
Whittier Trust
California
$711K +$8.6K +117 +1%
Nuveen Asset Management
567
Nuveen Asset Management
Illinois
$711K +$15.2K +207 +2%
AIM
568
Achmea Investment Management
Netherlands
$710K +$82.9K +1,128 +13%
PGFC
569
Peapack-Gladstone Financial Corp
New Jersey
$706K +$8.82K +120 +1%
DA
570
Duality Advisers
Florida
$705K +$705K +9,590 New
RM
571
Resource Management
Louisiana
$699K – – –
BWM
572
Buckley Wealth Management
Nevada
$693K -$30.5K -415 -4%
PVH
573
Psagot Value Holdings
Israel
$691K -$739K -10,056 -52%
MCA
574
Mercer Capital Advisers
New Jersey
$691K – – –
GT
575
Greenleaf Trust
Michigan
$686K +$271K +3,687 +65%
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