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Fiserv
FI

Overview Fund Activity

741 hedge funds and large institutions have $24B invested in Fiserv in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 233 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-17
Holders Change %
-2.24%
% of All Funds
18.5%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
44
Increased
233
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M

Top Buyers

1
LP
Longview Partners
Guernsey
+$132M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$105M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$72.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$47.3M
5
Bank of America
Bank of America
North Carolina
+$42.5M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$104M
2
FPP
Findlay Park Partners
United Kingdom
-$96.7M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$66.8M
4
Millennium Management
Millennium Management
New York
-$58.2M
5
Credit Agricole
Credit Agricole
France
-$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JMFC
576
J.M. Forbes & Co
Massachusetts
$407K – – –
CTC
577
Central Trust Company
Missouri
$404K -$10.7K -166 -3%
FI
578
FormulaFolio Investments
Michigan
$400K +$2.84K +44 +0.7%
RGC
579
Roberts, Glore & Co
Illinois
$398K -$25.8K -400 -6%
DC
580
Davenport & Co
Virginia
$395K – – –
EBSAM
581
Eubel Brady & Suttman Asset Management
Ohio
$394K – – –
FPS
582
Fieldpoint Private Securities
Connecticut
$393K +$393K +6,100 New
HB
583
Homrich & Berg
Georgia
$390K -$4.52K -70 -1%
TIA
584
Tiemann Investment Advisors
California
$384K – – –
LOAME
585
Lombard Odier Asset Management (Europe)
United Kingdom
$382K – – –
SFS
586
Sowell Financial Services
Arkansas
$378K – – –
NIT
587
NumerixS Investment Technologies
British Columbia, Canada
$374K -$12.9K -200 -3%
RIM
588
Rampart Investment Management
Connecticut
$371K +$10.3K +160 +3%
ZB
589
Zions Bancorporation
Utah
$370K +$367K +5,692 +13,552%
PJSIMP
590
P.J. Schmidt Investment Management (PJS)
Wisconsin
$339K -$6.45K -100 -2%
AT
591
Argent Trust
Texas
$337K – – –
FHA
592
Flagship Harbor Advisors
Massachusetts
$337K +$1.28K +20 +0.4%
SGCA
593
Steel Grove Capital Advisors
Tennessee
$336K -$193K -2,986 -36%
ZIC
594
ZWJ Investment Counsel
Georgia
$332K -$93.8K -1,454 -22%
LCM
595
Landscape Capital Management
New Jersey
$326K -$716K -11,112 -69%
GCMG
596
Gyroscope Capital Management Group
Florida
$326K +$326K +5,058 New
WP
597
WealthSource Partners
California
$321K -$22.6K -350 -7%
HSA
598
HBK Sorce Advisory
Pennsylvania
$321K -$10.2K -158 -3%
MCM
599
Maryland Capital Management
Maryland
$319K – – –
IUHSA
600
Itau Unibanco Holding S.A.
Brazil
$319K +$286K +1,404 +878%
22 23
24
25 26