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Fiserv
FI

Overview Fund Activity

661 hedge funds and large institutions have $17.5B invested in Fiserv in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 216 increasing their positions, 273 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+9
Holders Change %
+1.38%
% of All Funds
17.83%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.94%
New
52
Increased
216
Reduced
273
Closed
34
Calls
$23.9M
Puts
$130M
Net Calls
-$106M
Net Calls Change
-$108M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$159M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$141M
3
KCM
Kensico Capital Management
Connecticut
+$35.6M
4
JHIU
Janus Henderson Investors US
Colorado
+$30.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$23.3M

Top Sellers

1
FAM
Fred Alger Management
New York
-$70.3M
2
ECU
Egerton Capital (UK)
United Kingdom
-$60.9M
3
Barclays
Barclays
United Kingdom
-$49M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$48.2M
5
State Street
State Street
Massachusetts
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
576
Boston Family Office
Massachusetts
$222K -$58.9K -1,420 -21%
FFBTD
577
First Financial Bank - Trust Division
Ohio
$222K – – –
FT
578
Fiduciary Trust
Massachusetts
$221K – – –
MC
579
Moors & Cabot
Massachusetts
$221K +$221K +5,356 New
CI
580
Cowen Inc
New York
$217K – – –
OWP
581
Obermeyer Wealth Partners
Colorado
$215K – – –
AW
582
Alpha Windward
Massachusetts
$211K -$13.9K -336 -6%
FM
583
Foster & Motley
Ohio
$208K +$208K +5,032 New
MCM
584
Maryland Capital Management
Maryland
$205K +$205K +4,950 New
YIA
585
YHB Investment Advisors
Connecticut
$202K +$202K +4,880 New
MCM
586
Manchester Capital Management
Vermont
$182K – – –
MAM
587
Mizuho Asset Management
Japan
$182K +$36.5K +880 +25%
AWA
588
AmeriServ Wealth Advisors
Pennsylvania
$182K +$182K +4,400 New
TFO
589
Tarbox Family Office
California
$174K – – –
First Manhattan
590
First Manhattan
New York
$138K – – –
MFS
591
MSI Financial Services
Massachusetts
$135K +$6.64K +160 +5%
PAIA
592
Park Avenue Institutional Advisers
New York
$133K +$133K +3,220 New
WT
593
Whittier Trust
California
$129K – – –
BC
594
Bartlett & Co
Ohio
$124K – – –
GWM
595
Gupta Wealth Management
California
$121K – – –
ST
596
Smithfield Trust
Pennsylvania
$112K – – –
IRS
597
Invictus RG (Singapore)
Singapore
$110K +$85.2K +2,064 +344%
KT
598
Kanaly Trust
Texas
$109K +$6.03K +146 +6%
ASN
599
Advisory Services Network
Georgia
$104K +$104K +2,500 New
WTC
600
WhitTier Trust Company
Nevada
$102K – – –
22 23
24
25 26