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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 %
ICAS
626
Investors Capital Advisory Services
Massachusetts
$317K -$9.77K -180 -3%
FB
627
Fulton Bank
Pennsylvania
$316K -$1.09K -20 -0.3%
AIM
628
Arcadia Investment Management
Michigan
$315K – – –
BGIM
629
Boussard & Gavaudan Investment Management
United Kingdom
$313K +$21.8K +406 +7%
HIC
630
Hartline Investment Corp
Illinois
$308K -$1.96K -36 -0.6%
AT
631
Argent Trust
Texas
$307K -$10.9K -200 -3%
CCM
632
Condor Capital Management
New Jersey
$297K – – –
FCH
633
Freestone Capital Holdings
Washington
$294K – – –
AP
634
Appleton Partners
Massachusetts
$294K +$10.3K +190 +4%
JIC
635
Johnson Investment Counsel
Ohio
$286K -$68.9K -1,270 -19%
PCA
636
Personal Capital Advisors
California
$285K +$285K +5,242 New
BA
637
Bridgewater Associates
Connecticut
$283K +$283K +5,200 New
MC
638
Miles Capital
Iowa
$281K -$214K -3,938 -43%
MDCM
639
Morgan Dempsey Capital Management
Wisconsin
$280K – – –
BHWM
640
Bar Harbor Wealth Management
New Hampshire
$279K – – –
ASC
641
Atalanta Sosnoff Capital
New York
$278K -$387K -7,130 -58%
ST
642
Smithfield Trust
Pennsylvania
$276K +$128K +2,348 +86%
BWP
643
Baldwin Wealth Partners
Massachusetts
$271K -$1.71M -31,546 -86%
MCM
644
Maryland Capital Management
Maryland
$269K -$43.5K -800 -14%
FFBTD
645
First Financial Bank - Trust Division
Ohio
$264K – – –
OWP
646
Obermeyer Wealth Partners
Colorado
$261K -$21.8K -400 -8%
CCMG
647
Clark Capital Management Group
Pennsylvania
$261K -$5.43K -100 -2%
NPC
648
National Planning Corporation
California
$261K +$32.4K +594 +14%
AI
649
Atria Investments
North Carolina
$256K +$256K +4,684 New
CSS
650
Cubist Systematic Strategies
Connecticut
$255K -$6.4M -117,842 -96%
24 25
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