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Fiserv
FI

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Fiserv in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 217 increasing their positions, 293 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
19.03%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
1.2%
New
52
Increased
217
Reduced
293
Closed
28
Calls
$17.3M
Puts
$19.2M
Net Calls
-$1.86M
Net Calls Change
+$104M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$120M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$120M
3
Deutsche Bank
Deutsche Bank
Germany
+$30.7M
4
KCM
Kensico Capital Management
Connecticut
+$28.1M
5
NSCM
New South Capital Management
Tennessee
+$24M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$108M
2
LP
Longview Partners
Guernsey
-$74.8M
3
CB
Cooke & Bieler
Pennsylvania
-$57.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$40M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
626
Saturna Capital
Washington
$78K – – –
RA
627
Rational Advisors
New York
$78K – – –
HPBT
628
High Point Bank & Trust
North Carolina
$74K – – –
IRS
629
Invictus RG (Singapore)
Singapore
$73K -$42.2K -976 -37%
BAM
630
Brave Asset Management
New Jersey
$69K – – –
PFO
631
Pathstone Family Office
New Jersey
$69K – – –
AssetMark Inc
632
AssetMark Inc
California
$67K +$52.6K +1,222 +366%
SAMC
633
Shinko Asset Management Company
Japan
$61K – – –
JFA
634
JNBA Financial Advisors
Minnesota
$56K – – –
WA
635
WFG Advisors
Texas
$52K -$8.67K -200 -14%
M
636
MOTCO
Texas
$52K – – –
MWP
637
MYCIO Wealth Partners
Pennsylvania
$52K – – –
CGH
638
Cleary Gull Holdings
Wisconsin
$52K – – –
IMS
639
Index Management Solutions
Pennsylvania
$50K -$5.02K -116 -9%
CGT
640
Capital Guardian Trust
California
$49K – – –
S
641
SignatureFD
Georgia
$47K +$5.49K +126 +13%
IP
642
Isthmus Partners
Wisconsin
$45K -$2.17K -50 -5%
TF
643
Tompkins Financial
New York
$45K – – –
Simplex Trading
644
Simplex Trading
Illinois
$43K -$763K -17,788 -95%
AF
645
Allworth Financial
California
$36K – – –
OSNBOA
646
Old Second National Bank of Aurora
Illinois
$35K -$8.75K -200 -20%
WA
647
Waverly Advisors
Alabama
$35K +$35K +812 New
CAW
648
Cornerstone Advisors (Washington)
Washington
$27K – – –
Twin Tree Management
649
Twin Tree Management
Texas
$25K +$25K +566 New
WA
650
WealthTrust-Arizona
Arizona
$24K -$1.02K -24 -4%
24 25
26
27 28