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Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
601
Alight Capital Management
New York
$1.43M +$475K +5,000 +50%
CB
602
Cadence Bank
Mississippi
$1.42M -$95K -1,000 -6%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$1.41M +$147K +1,547 +12%
Walleye Trading
604
Walleye Trading
New York
$1.41M -$1.6M -16,839 -53%
KCM
605
Kendall Capital Management
Maryland
$1.41M -$250K -2,635 -15%
FA
606
FDx Advisors
Illinois
$1.4M +$469K +4,937 +50%
CNBT
607
Canandaigua National Bank & Trust
New York
$1.39M -$23.5K -247 -2%
ECM
608
Everence Capital Management
Indiana
$1.38M – – –
Fayez Sarofim & Co
609
Fayez Sarofim & Co
Texas
$1.37M -$11.9K -125 -0.9%
MYIA
610
Mount Yale Investment Advisors
Colorado
$1.36M +$1.36M +14,275 New
OTPPB
611
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.33M -$1.9M -19,996 -59%
HB
612
Homrich & Berg
Georgia
$1.33M +$60.7K +639 +5%
V
613
Veritable
Delaware
$1.33M -$64.6K -680 -5%
B
614
Bailard
California
$1.33M – – –
CFC
615
Coyle Financial Counsel
Illinois
$1.32M -$409K -4,307 -24%
NBG
616
Nancy B. Gardiner
$1.3M -$169K -1,780 -12%
KC
617
Kingfisher Capital
North Carolina
$1.3M +$1.3M +13,635 New
LCM
618
Landscape Capital Management
New Jersey
$1.29M +$1.29M +13,567 New
CWM
619
Confluence Wealth Management
Oregon
$1.28M +$7.13K +75 +0.6%
Wellington Management Group
620
Wellington Management Group
Massachusetts
$1.28M -$159M -1,676,125 -99%
IRF
621
IBM Retirement Fund
New York
$1.27M +$477K +5,026 +60%
D.E. Shaw & Co
622
D.E. Shaw & Co
New York
$1.26M +$1.26M +13,300 New
BS
623
Banco Santander
Spain
$1.26M +$898K +9,458 +248%
HCM
624
Howland Capital Management
Massachusetts
$1.26M -$114K -1,200 -8%
APG
625
Abacus Planning Group
South Carolina
$1.25M -$50.4K -531 -4%
23 24
25
26 27