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Fiserv
FI

Overview Fund Activity

889 hedge funds and large institutions have $29.1B invested in Fiserv in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 275 increasing their positions, 374 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
20.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
65
Increased
275
Reduced
374
Closed
49
Calls
$29.5M
Puts
$20.8M
Net Calls
+$8.7M
Net Calls Change
+$14.8M

Top Buyers

1
SIG
Senator Investment Group
New York
+$148M
2
Capital International Investors
Capital International Investors
California
+$145M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$113M
4
State Street
State Street
Massachusetts
+$62.3M
5
CAM
Close Asset Management
United Kingdom
+$53.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
LP
Longview Partners
Guernsey
-$217M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$120M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$55.2M
5
Capital World Investors
Capital World Investors
California
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
576
SimplyRich
California
$787K – – –
JIC
577
Johnson Investment Counsel
Ohio
$786K -$16.5K -200 -2%
Brown Advisory
578
Brown Advisory
Maryland
$784K -$82.8K -1,004 -10%
RM
579
Resource Management
Louisiana
$784K -$49.4K -600 -6%
PGFC
580
Peapack-Gladstone Financial Corp
New Jersey
$782K +$8.57K +104 +1%
Nuveen Asset Management
581
Nuveen Asset Management
Illinois
$780K -$32.5K -395 -4%
MCA
582
Mercer Capital Advisers
New Jersey
$774K – – –
SI
583
Stephens Inc
Arkansas
$764K +$764K +9,271 New
NB
584
Nicolet Bankshares
Wisconsin
$755K -$68.8K -835 -8%
CA
585
Cetera Advisors
Colorado
$753K -$113K -1,370 -13%
NDSI
586
Newman Dignan & Sheerar Inc
Rhode Island
$753K -$16.2K -200 -2%
FWCM
587
Ferguson Wellman Capital Management
Oregon
$751K – – –
BCAM
588
Boston Common Asset Management
Massachusetts
$749K – – –
Truist Financial
589
Truist Financial
North Carolina
$748K +$17.1K +208 +2%
CCA
590
Covey Capital Advisors
Georgia
$741K – – –
ECM
591
Everence Capital Management
Indiana
$727K – – –
AAM
592
Aureus Asset Management
Massachusetts
$725K – – –
CCA
593
Checchi Capital Advisers
California
$720K +$7.09K +86 +1%
AP
594
Advisors Preferred
Maryland
$708K +$708K +8,589 New
AIM
595
Achmea Investment Management
Netherlands
$702K -$1.21M -14,685 -63%
BUB
596
BBVA USA Bancshares
Texas
$698K +$9.88K +120 +1%
ZB
597
Zions Bancorporation
Utah
$696K +$696K +8,443 New
SNBOSCI
598
Security National Bank of Sioux City Iowa
Iowa
$678K -$13.3K -161 -2%
EAM
599
Eagle Asset Management
Florida
$668K +$113K +1,375 +20%
PCM
600
Parsons Capital Management
Rhode Island
$664K -$12.8K -155 -2%
22 23
24
25 26