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Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
551
Advisory Services Network
Georgia
$1.9M +$51.7K +544 +3%
PS
552
Pensionfund Sabic
Netherlands
$1.9M – – –
SW
553
SteelPeak Wealth
California
$1.88M -$145K -1,523 -7%
AAS
554
Annex Advisory Services
Wisconsin
$1.86M +$22.3K +235 +1%
MBT
555
Montecito Bank & Trust
California
$1.84M +$368K +3,875 +25%
FBA
556
Front Barnett Associates
Illinois
$1.84M -$9.5K -100 -0.5%
II
557
Inspire Investing
Idaho
$1.83M -$194K -2,045 -10%
CA
558
Callahan Advisors
Texas
$1.82M -$14.2K -150 -0.8%
Parallax Volatility Advisers
559
Parallax Volatility Advisers
California
$1.81M -$1.41M -14,793 -44%
FC
560
Fayerweather Charles
$1.78M -$355K -3,735 -17%
GWM
561
Geneos Wealth Management
Colorado
$1.78M -$346K -3,676 -16%
BRWA
562
B. Riley Wealth Advisors
Florida
$1.75M +$975K +10,261 +125%
ELI
563
Empire Life Investments
Ontario, Canada
$1.74M -$12.8K -135 -0.7%
VWA
564
V Wealth Advisors
Kansas
$1.72M -$9.31K -98 -0.5%
BAC
565
Boys Arnold & Co
North Carolina
$1.72M -$176K -1,850 -9%
BAAM
566
Baker Avenue Asset Management
California
$1.72M -$4.85K -51 -0.3%
BC
567
Burney Company
Virginia
$1.68M -$42.9K -452 -2%
VFA
568
Voya Financial Advisors
Connecticut
$1.68M +$118K +1,200 +8%
FPS
569
Fieldpoint Private Securities
Connecticut
$1.67M +$34.2K +360 +2%
CAM
570
Congress Asset Management
Massachusetts
$1.66M +$27.9K +294 +2%
HAI
571
Hennessy Advisors Inc
California
$1.66M -$617K -6,500 -27%
SCI
572
Stableford Capital II
Arizona
$1.66M +$1.66M +17,471 New
ADMI
573
Albert D. Mason Inc
Massachusetts
$1.66M -$6.65K -70 -0.4%
PI
574
PEAK6 Investments
Illinois
$1.65M -$185K -1,951 -10%
KRSITF
575
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.64M +$359K +3,785 +28%
21 22
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