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Fiserv
FI

Overview Fund Activity

991 hedge funds and large institutions have $38.1B invested in Fiserv in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 329 increasing their positions, 396 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+13
Holders Change %
+1.33%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
329
Reduced
396
Closed
60
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$359M
2
Capital International Investors
Capital International Investors
California
+$186M
3
WRF
Waddell & Reed Financial
Kansas
+$183M
4
CG
Carmignac Gestion
France
+$180M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$167M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$189M
3
MC
Maverick Capital
Texas
-$176M
4
Lazard Asset Management
Lazard Asset Management
New York
-$109M
5
Renaissance Technologies
Renaissance Technologies
New York
-$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
551
Steward Partners Investment Advisory
New York
$1.31M -$55.1K -604 -4%
SI
552
Stephens Inc
Arkansas
$1.3M +$474K +5,204 +57%
Mercer Global Advisors
553
Mercer Global Advisors
Colorado
$1.3M +$6.11K +67 +0.5%
AIP
554
Ameritas Investment Partners
Nebraska
$1.29M -$19K -209 -1%
HCM
555
Howland Capital Management
Massachusetts
$1.28M -$91.2K -1,000 -7%
B
556
Bailard
California
$1.28M – – –
PC
557
PA Capital
Virginia
$1.27M +$50.3K +552 +4%
MBT
558
Montecito Bank & Trust
California
$1.27M -$135K -1,478 -10%
V
559
Veritable
Delaware
$1.24M -$2.55K -28 -0.2%
CIA
560
Choate Investment Advisors
Massachusetts
$1.24M -$5.47K -60 -0.4%
GI
561
GAMCO Investors
Connecticut
$1.23M -$581K -6,376 -32%
CWM
562
Confluence Wealth Management
Oregon
$1.22M -$5.92K -65 -0.5%
CWM
563
Chesapeake Wealth Management
Virginia
$1.2M -$334K -3,658 -22%
SSWM
564
Sheets Smith Wealth Management
North Carolina
$1.19M +$682K +7,480 +135%
GT
565
Greenleaf Trust
Michigan
$1.18M +$608K +6,671 +106%
TSS
566
Two Sigma Securities
New York
$1.18M +$1.18M +12,982 New
II
567
Inspire Investing
Idaho
$1.18M +$15.3K +168 +1%
CQS
568
Credential Qtrade Securities
$1.18M -$73.1K -802 -6%
CFGS
569
Concourse Financial Group Securities
Alabama
$1.17M -$64.4K -707 -5%
MCM
570
MAI Capital Management
Ohio
$1.16M +$1.16M +12,677 New
TW
571
Transform Wealth
Colorado
$1.15M +$1.15M +12,653 New
LNWWM
572
Laird Norton Wetherby Wealth Management
California
$1.14M +$17.4K +191 +2%
IFS
573
Ifrah Financial Services
Arkansas
$1.13M -$24.4K -268 -2%
PM
574
Penbrook Management
New York
$1.13M – – –
TAM
575
Tocqueville Asset Management
New York
$1.12M +$613K +6,725 +122%
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