FI icon

Fiserv
FI

Overview Fund Activity

746 hedge funds and large institutions have $20.4B invested in Fiserv in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 345 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.68%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
345
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$133M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$69.3M
5
Asset Management One
Asset Management One
Japan
+$38.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$85.7M
3
AAMU
Amundi Asset Management US
Massachusetts
-$58.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
576
Voya Financial Advisors
Connecticut
$392K +$50.4K +938 +15%
Fayez Sarofim & Co
577
Fayez Sarofim & Co
Texas
$391K -$221K -4,150 -36%
DP
578
Dearborn Partners
Illinois
$388K -$21.3K -400 -5%
RCAG
579
Rehmann Capital Advisory Group
Michigan
$386K +$386K +7,258 New
RWA
580
Ropes Wealth Advisors
Massachusetts
$384K +$139K +2,620 +57%
CG
581
Caprock Group
Idaho
$379K -$37.5K -706 -9%
Jennison Associates
582
Jennison Associates
New York
$378K +$378K +7,112 New
MYLI
583
Meiji Yasuda Life Insurance
Japan
$371K -$67K -1,260 -15%
CRCP
584
Copper Rock Capital Partners
Massachusetts
$370K -$309K -5,822 -46%
RGC
585
Roberts, Glore & Co
Illinois
$370K -$2.65K -50 -0.7%
LCM
586
LVM Capital Management
Michigan
$368K – – –
ST
587
Spinnaker Trust
Maine
$367K – – –
SM
588
Sciencast Management
New Jersey
$364K +$364K +6,858 New
LC
589
LCNB Corp
Ohio
$363K +$363K +6,832 New
GXMC
590
Global X Management Company
New York
$358K +$66.6K +1,252 +23%
CNBT
591
Canandaigua National Bank & Trust
New York
$356K – – –
WP
592
WealthSource Partners
California
$354K -$97.3K -1,830 -22%
NSIM
593
North Star Investment Management
Illinois
$353K +$340K +6,400 +2,667%
TRCT
594
Tower Research Capital (TRC)
New York
$339K +$334K +6,284 +6,982%
JMFC
595
J.M. Forbes & Co
Massachusetts
$335K – – –
CTC
596
Central Trust Company
Missouri
$333K -$7.99K -150 -2%
WT
597
Whittier Trust
California
$329K -$7.01K -132 -2%
CPO
598
Cerity Partners OCIO
New York
$326K +$326K +6,118 New
HB
599
Homrich & Berg
Georgia
$325K -$16.9K -318 -5%
EBSAM
600
Eubel Brady & Suttman Asset Management
Ohio
$325K – – –
22 23
24
25 26