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Fiserv
FI

Overview Fund Activity

771 hedge funds and large institutions have $21B invested in Fiserv in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 261 increasing their positions, 338 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+9
Holders Change %
+1.18%
% of All Funds
20.6%
Holding in Top 10
52
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.89%
% of All Funds
1.39%
New
56
Increased
261
Reduced
338
Closed
38
Calls
$29.9M
Puts
$101M
Net Calls
-$70.7M
Net Calls Change
-$62.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$57.4M
2
BFA
BlackRock Fund Advisors
California
+$39.1M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$35.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.1M
5
Bank of America
Bank of America
North Carolina
+$29.5M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$610M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$105M
3
LP
Longview Partners
Guernsey
-$70.1M
4
Prudential Financial
Prudential Financial
New Jersey
-$48.8M
5
NSCM
New South Capital Management
Tennessee
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
601
Meeder Asset Management
Ohio
$385K +$112K +2,060 +41%
FNB
602
First Niagara Bank
New York
$381K -$26.2K -482 -6%
LCM
603
LVM Capital Management
Michigan
$376K – – –
SI
604
Stephens Inc
Arkansas
$376K +$22.1K +406 +6%
ST
605
Spinnaker Trust
Maine
$373K -$17.4K -320 -4%
KM
606
Kalos Management
Georgia
$373K +$47.9K +880 +15%
BOH
607
Bank of Hawaii
Hawaii
$372K -$1.63K -30 -0.4%
CI
608
Cavalier Investments
Georgia
$370K – – –
MC
609
Moors & Cabot
Massachusetts
$366K -$82.5K -1,528 -18%
CNBT
610
Canandaigua National Bank & Trust
New York
$364K – – –
PL
611
Parkwood LLC
Ohio
$361K – – –
LIM
612
Leavell Investment Management
Alabama
$356K +$356K +6,540 New
WT
613
Whittier Trust
California
$348K – – –
SAM
614
Symphony Asset Management
California
$345K – – –
JMFC
615
J.M. Forbes & Co
Massachusetts
$343K – – –
CBN
616
Cadence Bank NA
Texas
$343K +$10.9K +200 +3%
TIA
617
Tiemann Investment Advisors
California
$340K – – –
HHMI
618
Howard Hughes Medical Institute
Maryland
$337K -$279K -5,136 -45%
VFA
619
Voya Financial Advisors
Connecticut
$333K +$26.9K +506 +9%
GVT
620
Genesee Valley Trust
New York
$332K +$332K +6,114 New
EBSAM
621
Eubel Brady & Suttman Asset Management
Ohio
$331K +$978 +18 +0.3%
MAM
622
Mizuho Asset Management
Japan
$329K +$138K +2,546 +73%
DC
623
Davenport & Co
Virginia
$322K +$25K +460 +8%
FT
624
Fiduciary Trust
Massachusetts
$319K -$31.2K -574 -9%
PJSIMP
625
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K -$18K -330 -5%
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25
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