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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
576
Mercer Capital Advisers
New Jersey
$670K – – –
PGFC
577
Peapack-Gladstone Financial Corp
New Jersey
$669K -$178K -2,500 -21%
Citadel Advisors
578
Citadel Advisors
Florida
$664K -$50.2M -703,669 -99%
PIA
579
Piedmont Investment Advisors
North Carolina
$658K +$658K +9,222 New
BUB
580
BBVA USA Bancshares
Texas
$656K -$50.9K -714 -7%
AP
581
Advisor Partners
California
$654K -$2.43K -34 -0.4%
BCAM
582
Boston Common Asset Management
Massachusetts
$648K +$648K +9,090 New
Truist Financial
583
Truist Financial
North Carolina
$633K -$36.3K -508 -5%
SNBOSCI
584
Security National Bank of Sioux City Iowa
Iowa
$629K -$73.4K -1,030 -10%
ECM
585
Everence Capital Management
Indiana
$629K – – –
VFA
586
Voya Financial Advisors
Connecticut
$629K +$27.5K +388 +5%
AAM
587
Aureus Asset Management
Massachusetts
$628K – – –
Cetera Investment Advisers
588
Cetera Investment Advisers
Illinois
$619K +$619K +8,664 New
FCH
589
Freestone Capital Holdings
Washington
$615K -$4K -56 -0.6%
CA
590
Cetera Advisors
Colorado
$612K – – –
CCA
591
Checchi Capital Advisers
California
$611K -$28.4K -398 -4%
UB
592
UMB Bank
Missouri
$608K – – –
PAG
593
Private Advisor Group
New Jersey
$598K -$1.27M -17,779 -68%
PCM
594
Parsons Capital Management
Rhode Island
$597K -$23.2K -325 -4%
Holocene Advisors
595
Holocene Advisors
New York
$588K -$427K -5,988 -42%
IFS
596
Ifrah Financial Services
Arkansas
$585K -$8.56K -120 -1%
CCG
597
Cypress Capital Group
Florida
$570K – – –
CF
598
Copperwynd Financial
Arizona
$570K +$28.4K +398 +5%
SCM
599
Southport Capital Management
Tennessee
$566K -$6.42K -90 -1%
SW
600
SVB Wealth
Massachusetts
$565K -$7.41K -104 -1%
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