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Fiserv
FI

Overview Fund Activity

758 hedge funds and large institutions have $22.8B invested in Fiserv in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 234 increasing their positions, 336 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
18.93%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
54
Increased
234
Reduced
336
Closed
38
Calls
$25.6M
Puts
$38.1M
Net Calls
-$12.5M
Net Calls Change
-$3.44M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$166M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$110M
3
BlackRock
BlackRock
New York
+$64.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$63.4M
5
Millennium Management
Millennium Management
New York
+$46.2M

Top Sellers

1
FPP
Findlay Park Partners
United Kingdom
-$91.8M
2
LP
Longview Partners
Guernsey
-$72.7M
3
American Century Companies
American Century Companies
Missouri
-$50.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$46.9M
5
JIM
Jupiter Investment Management
United Kingdom
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBN
576
Cadence Bank NA
Texas
$483K +$28.6K +468 +6%
BRWA
577
B. Riley Wealth Advisors
Florida
$476K -$10.8K -176 -2%
WT
578
Washington Trust
Rhode Island
$468K -$611 -10 -0.1%
FMT
579
First Mercantile Trust
Tennessee
$463K -$30.2K -492 -6%
SBIA
580
Sheaff Brock Investment Advisors
Indiana
$453K – – –
Fayez Sarofim & Co
581
Fayez Sarofim & Co
Texas
$450K – – –
CG
582
Caprock Group
Idaho
$447K +$10.6K +174 +2%
BFM
583
Boston Financial Management
Massachusetts
$439K -$24.5K -400 -5%
OMCS
584
Old Mutual Customised Solutions
South Africa
$426K – – –
LCM
585
LVM Capital Management
Michigan
$423K – – –
ST
586
Spinnaker Trust
Maine
$423K – – –
DP
587
Dearborn Partners
Illinois
$422K -$24.5K -400 -5%
Verition Fund Management
588
Verition Fund Management
Connecticut
$410K +$82.1K +1,342 +25%
RWA
589
Ropes Wealth Advisors
Massachusetts
$409K -$34.2K -560 -8%
NSIM
590
North Star Investment Management
Illinois
$406K – – –
ZIC
591
ZWJ Investment Counsel
Georgia
$404K – – –
RGC
592
Roberts, Glore & Co
Illinois
$402K +$2.44K +40 +0.6%
LC
593
LCNB Corp
Ohio
$399K – – –
SM
594
Sciencast Management
New Jersey
$398K +$398K +6,500 New
CTC
595
Central Trust Company
Missouri
$393K +$23.9K +392 +6%
IPC
596
Independent Portfolio Consultants
Florida
$387K -$207K -3,380 -35%
JMFC
597
J.M. Forbes & Co
Massachusetts
$386K – – –
FI
598
FormulaFolio Investments
Michigan
$376K +$376K +6,154 New
DC
599
Davenport & Co
Virginia
$374K +$12.2K +200 +3%
EBSAM
600
Eubel Brady & Suttman Asset Management
Ohio
$374K – – –
22 23
24
25 26