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Fiserv
FI

Overview Fund Activity

661 hedge funds and large institutions have $17.5B invested in Fiserv in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 216 increasing their positions, 273 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+9
Holders Change %
+1.38%
% of All Funds
17.83%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.94%
New
52
Increased
216
Reduced
273
Closed
34
Calls
$23.9M
Puts
$130M
Net Calls
-$106M
Net Calls Change
-$108M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$159M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$141M
3
KCM
Kensico Capital Management
Connecticut
+$35.6M
4
JHIU
Janus Henderson Investors US
Colorado
+$30.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$23.3M

Top Sellers

1
FAM
Fred Alger Management
New York
-$70.3M
2
ECU
Egerton Capital (UK)
United Kingdom
-$60.9M
3
Barclays
Barclays
United Kingdom
-$49M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$48.2M
5
State Street
State Street
Massachusetts
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
601
Tower Research Capital (TRC)
New York
$95K +$74.9K +1,816 +372%
CFA
602
CT Financial Advisors
Pennsylvania
$86.1K – – –
GLI
603
Guardian Life Insurance
New York
$86K – – –
PAM
604
Paradigm Asset Management
New York
$85.3K – – –
PIA
605
Peachtree Investment Advisors
Georgia
$83K – – –
RA
606
Rational Advisors
New York
$75K – – –
SC
607
Saturna Capital
Washington
$75K – – –
HPBT
608
High Point Bank & Trust
North Carolina
$70K – – –
PFO
609
Pathstone Family Office
New Jersey
$66K -$34.9K -846 -35%
BAM
610
Brave Asset Management
New Jersey
$66K – – –
SAMC
611
Shinko Asset Management Company
Japan
$58K -$4.45K -108 -7%
WA
612
WFG Advisors
Texas
$58K – – –
JFA
613
JNBA Financial Advisors
Minnesota
$54K – – –
IMS
614
Index Management Solutions
Pennsylvania
$53K +$28.4K +682 +116%
Bessemer Group
615
Bessemer Group
New Jersey
$51K -$24.7K -600 -33%
M
616
MOTCO
Texas
$50K +$50K +1,200 New
MWP
617
MYCIO Wealth Partners
Pennsylvania
$50K +$50K +1,200 New
CGH
618
Cleary Gull Holdings
Wisconsin
$50K +$50K +1,200 New
CGT
619
Capital Guardian Trust
California
$47K +$47K +1,130 New
IP
620
Isthmus Partners
Wisconsin
$45K – – –
TF
621
Tompkins Financial
New York
$43K -$12K -290 -22%
OSNBOA
622
Old Second National Bank of Aurora
Illinois
$41K – – –
S
623
SignatureFD
Georgia
$39K +$30.6K +748 +367%
AF
624
Allworth Financial
California
$34K – – –
VIA
625
Vident Investment Advisory
Georgia
$31K +$31K +750 New
23 24
25
26 27