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Fiserv
FI

Overview Fund Activity

978 hedge funds and large institutions have $35.6B invested in Fiserv in 2019 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 311 increasing their positions, 393 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+68
Holders Change %
+7.47%
% of All Funds
21.2%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.37%
New
135
Increased
311
Reduced
393
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$741M
2
ECU
Egerton Capital (UK)
United Kingdom
+$568M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$374M
4
MC
Maverick Capital
Texas
+$284M
5
Lazard Asset Management
Lazard Asset Management
New York
+$276M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$162M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$110M
4
Invesco
Invesco
Georgia
-$99.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
551
Concourse Financial Group Securities
Alabama
$1.19M -$24.4K -277 -2%
CWM
552
Confluence Wealth Management
Oregon
$1.19M -$3.71K -42 -0.3%
PC
553
PA Capital
Virginia
$1.18M +$1.18M +13,415 New
APG
554
Abacus Planning Group
South Carolina
$1.14M -$12.8K -145 -1%
DSI
555
Daiwa SB Investments
Japan
$1.13M +$84.8K +960 +8%
II
556
Inspire Investing
Idaho
$1.12M +$197K +2,230 +21%
IFS
557
Ifrah Financial Services
Arkansas
$1.12M -$11K -125 -1%
BFM
558
Boothbay Fund Management
New York
$1.12M +$1.12M +12,691 New
B
559
Barings
North Carolina
$1.11M +$539K +6,100 +94%
VWM
560
Valley Wealth Managers
New Jersey
$1.11M +$692K +7,845 +165%
BSW
561
Buckingham Strategic Wealth
Missouri
$1.1M +$63K +714 +6%
PM
562
Penbrook Management
New York
$1.09M – – –
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$1.08M +$26.5K +300 +3%
PNC
564
Park National Corp
Ohio
$1.08M -$79.3K -898 -7%
PCA
565
Private Capital Advisors
Connecticut
$1.08M – – –
AssetMark Inc
566
AssetMark Inc
California
$1.08M -$176K -1,996 -14%
VFA
567
Voya Financial Advisors
Connecticut
$1.07M +$68.2K +777 +7%
GSBTD
568
Glenview State Bank Trust Department
Illinois
$1.06M -$124K -1,400 -10%
FFA
569
First Foundation Advisors
California
$1.03M +$1.03M +11,712 New
IDA
570
Intelligence Driven Advisers
California
$1.03M -$3.44K -39 -0.3%
CI
571
Conning Inc
Connecticut
$1.03M -$11.5K -130 -1%
EMB
572
Elefante Mark B
$1.03M -$172K -1,949 -14%
RFC
573
Regions Financial Corp
Alabama
$1.02M -$11.9K -135 -1%
GWM
574
Geneos Wealth Management
Colorado
$1.02M +$367K +4,159 +56%
BB
575
Bell Bank
North Dakota
$1.02M -$47.8K -541 -4%
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