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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 %
RIM
601
Regent Investment Management
Kentucky
$551K – – –
GWM
602
Geneos Wealth Management
Colorado
$549K +$216K +2,910 +65%
Renaissance Technologies
603
Renaissance Technologies
New York
$544K -$1.2M -16,308 -69%
SBIA
604
Sheaff Brock Investment Advisors
Indiana
$544K – – –
WT
605
Washington Trust
Rhode Island
$533K -$21.5K -293 -4%
ST
606
Spinnaker Trust
Maine
$532K – – –
Jennison Associates
607
Jennison Associates
New York
$530K +$530K +7,209 New
Holocene Advisors
608
Holocene Advisors
New York
$530K +$530K +7,214 New
LCM
609
LVM Capital Management
Michigan
$520K +$11.7K +159 +2%
FI
610
FormulaFolio Investments
Michigan
$519K – – –
GD
611
Grandfield & Dodd
New York
$518K – – –
ZCA
612
Zeke Capital Advisors
Pennsylvania
$518K +$5K +68 +1%
DIM
613
DC Investments Management
Virginia
$512K -$21K -285 -4%
CC
614
ClearArc Capital
Ohio
$503K -$268K -3,646 -35%
MML Investors Services
615
MML Investors Services
Massachusetts
$483K -$11.2K -153 -2%
HB
616
Homrich & Berg
Georgia
$483K -$1.47K -20 -0.3%
TAM
617
Tiverton Asset Management
Delaware
$480K +$28.2K +384 +6%
B
618
Barings
North Carolina
$477K -$456K -6,200 -49%
IG
619
ING Group
Netherlands
$477K +$221K +3,012 +87%
LC
620
Lourd Capital
California
$475K +$1.4K +19 +0.3%
Wolverine Trading
621
Wolverine Trading
Illinois
$474K +$474K +6,499 New
SW
622
SVB Wealth
Massachusetts
$468K -$122K -1,656 -21%
WCM
623
Weatherstone Capital Management
Colorado
$468K +$3.6K +49 +0.8%
WB
624
WesBanco Bank
West Virginia
$466K -$26.9K -366 -5%
CAN
625
Cetera Advisor Networks
California
$464K – – –
23 24
25
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