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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 %
SW
601
SVB Wealth
Massachusetts
$661K +$32.9K +400 +5%
CCG
602
Cypress Capital Group
Florida
$659K – – –
SCM
603
Southport Capital Management
Tennessee
$656K -$9.15K -111 -1%
CF
604
Copperwynd Financial
Arizona
$656K +$5.27K +64 +0.8%
BRWA
605
B. Riley Wealth Advisors
Florida
$637K +$742 +9 +0.1%
ABC
606
Associated Banc-Corp
Wisconsin
$633K +$62.6K +760 +11%
KRSITF
607
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$630K -$5.11K -62 -0.8%
BFM
608
Boston Financial Management
Massachusetts
$628K +$99K +1,202 +19%
WT
609
Washington Trust
Rhode Island
$621K – – –
QIM
610
Quantitative Investment Management
Virginia
$617K -$10.3M -124,900 -94%
RIM
611
Regent Investment Management
Kentucky
$617K -$57.6K -700 -9%
TF
612
TLWM Financial
Texas
$616K +$1.15K +14 +0.2%
CFGS
613
Concourse Financial Group Securities
Alabama
$616K +$616K +7,480 New
SBIA
614
Sheaff Brock Investment Advisors
Indiana
$610K – – –
DIM
615
DC Investments Management
Virginia
$597K -$16.1K -196 -3%
ST
616
Spinnaker Trust
Maine
$597K -$82 -1 -0%
Cetera Investment Advisers
617
Cetera Investment Advisers
Illinois
$596K -$136K -1,651 -19%
GD
618
Grandfield & Dodd
New York
$581K – – –
FMT
619
First Mercantile Trust
Tennessee
$576K +$79.2K +960 +16%
ZCA
620
Zeke Capital Advisors
Pennsylvania
$575K -$1.15K -14 -0.2%
LCM
621
LVM Capital Management
Michigan
$570K – – –
MML Investors Services
622
MML Investors Services
Massachusetts
$554K +$227K +2,763 +70%
DP
623
Dearborn Partners
Illinois
$552K – – –
WB
624
WesBanco Bank
West Virginia
$552K +$1.24K +15 +0.2%
MIH
625
Meitav Investment House
Israel
$550K +$312K +3,817 +131%
23 24
25
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