FI icon

Fiserv
FI

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Fiserv in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 217 increasing their positions, 293 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
19.03%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
1.2%
New
52
Increased
217
Reduced
293
Closed
28
Calls
$17.3M
Puts
$19.2M
Net Calls
-$1.86M
Net Calls Change
+$104M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$120M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$120M
3
Deutsche Bank
Deutsche Bank
Germany
+$30.7M
4
KCM
Kensico Capital Management
Connecticut
+$28.1M
5
NSCM
New South Capital Management
Tennessee
+$24M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$108M
2
LP
Longview Partners
Guernsey
-$74.8M
3
CB
Cooke & Bieler
Pennsylvania
-$57.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$40M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
576
Syntal Capital Partners
Texas
$252K – – –
OMCS
577
Old Mutual Customised Solutions
South Africa
$251K – – –
ST
578
Spinnaker Trust
Maine
$251K – – –
FT
579
Fiduciary Trust
Massachusetts
$250K +$18.2K +420 +8%
MC
580
Moors & Cabot
Massachusetts
$250K +$18.7K +434 +8%
SSB
581
Sandy Spring Bank
Maryland
$249K – – –
PJSIMP
582
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K +$9.09K +210 +4%
BFEC
583
Benjamin F. Edwards & Company
Missouri
$245K – – –
UB
584
UMB Bank
Missouri
$244K – – –
WRM
585
Westport Resources Management
Connecticut
$240K -$13K -300 -5%
JIC
586
Johnson Investment Counsel
Ohio
$237K – – –
FIM
587
Freedom Investment Management
Connecticut
$237K +$79.2K +10,342 +50%
AF
588
Arrow Financial
New York
$236K -$14.7K -340 -6%
FCH
589
Freestone Capital Holdings
Washington
$236K +$236K +5,440 New
ONB
590
Old National Bancorp
Indiana
$232K +$232K +5,362 New
OWP
591
Obermeyer Wealth Partners
Colorado
$225K – – –
SEC
592
Seven Eight Capital
New York
$225K +$225K +5,200 New
SFP
593
Santa Fe Partners
New Mexico
$221K -$1.95M -45,118 -90%
MAM
594
Mizuho Asset Management
Japan
$217K +$26.7K +616 +14%
BFO
595
Boston Family Office
Massachusetts
$214K -$17.3K -400 -7%
MCM
596
Maryland Capital Management
Maryland
$214K – – –
FFBTD
597
First Financial Bank - Trust Division
Ohio
$210K -$22.1K -510 -10%
YIA
598
YHB Investment Advisors
Connecticut
$210K -$1.04K -24 -0.5%
MCC
599
Mid Continent Capital
Illinois
$208K +$208K +4,800 New
DADC
600
D.A. Davidson & Co
Montana
$206K -$57.4K -1,334 -22%
22 23
24
25 26