FI icon

Fiserv
FI

Overview Fund Activity

910 hedge funds and large institutions have $25.3B invested in Fiserv in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 262 increasing their positions, 380 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+21
Holders Change %
+2.36%
% of All Funds
20.31%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
262
Reduced
380
Closed
83
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.4M
3
BlackRock
BlackRock
New York
+$66M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.1M
5
Capital International Investors
Capital International Investors
California
+$61.2M

Top Sellers

1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$92.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
576
Alterna Wealth Management
Texas
$681K +$681K +5,566 New
CA
577
Cetera Advisors
Colorado
$673K – – –
NB
578
Nicolet Bankshares
Wisconsin
$670K -$3.67K -50 -0.5%
FWCM
579
Ferguson Wellman Capital Management
Oregon
$670K – – –
BCAM
580
Boston Common Asset Management
Massachusetts
$668K – – –
ABC
581
Associated Banc-Corp
Wisconsin
$662K +$97.3K +1,324 +17%
CCA
582
Covey Capital Advisors
Georgia
$661K – – –
Truist Financial
583
Truist Financial
North Carolina
$655K -$11.8K -160 -2%
ECM
584
Everence Capital Management
Indiana
$648K – – –
AAM
585
Aureus Asset Management
Massachusetts
$647K – – –
SRAM
586
Stone Ridge Asset Management
New York
$611K +$160K +2,178 +35%
BUB
587
BBVA USA Bancshares
Texas
$597K -$25.6K -348 -4%
V
588
VeraBank
Texas
$594K +$594K +8,083 New
SCM
589
Southport Capital Management
Tennessee
$591K +$5.88K +80 +1%
CCA
590
Checchi Capital Advisers
California
$581K -$61.7K -839 -10%
TF
591
TLWM Financial
Texas
$580K +$30.7K +419 +6%
TIM
592
Thompson Investment Management
Wisconsin
$579K -$145K -1,975 -20%
KRSITF
593
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$579K +$17.1K +233 +3%
PCM
594
Parsons Capital Management
Rhode Island
$573K -$19.8K -270 -3%
Cetera Investment Advisers
595
Cetera Investment Advisers
Illinois
$571K +$39.8K +544 +7%
HPC
596
HM Payson & Co
Maine
$570K -$16.8M -228,379 -97%
SAM
597
Symphony Asset Management
California
$569K +$569K +7,739 New
KWM
598
Kingsview Wealth Management
Oregon
$568K +$568K +7,724 New
BRWA
599
B. Riley Wealth Advisors
Florida
$562K -$5.81K -79 -1%
CF
600
Copperwynd Financial
Arizona
$560K -$25.3K -344 -4%
22 23
24
25 26