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Fiserv
FI

Overview Fund Activity

746 hedge funds and large institutions have $20.4B invested in Fiserv in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 345 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.68%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
345
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$133M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$69.3M
5
Asset Management One
Asset Management One
Japan
+$38.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$85.7M
3
AAMU
Amundi Asset Management US
Massachusetts
-$58.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGC
626
Laurel Grove Capital
California
$234K – – –
EGA
627
Eagle Global Advisors
Texas
$234K – – –
WCM
628
Weatherstone Capital Management
Colorado
$232K +$232K +4,360 New
YIA
629
YHB Investment Advisors
Connecticut
$226K – – –
SC
630
Savant Capital
Illinois
$226K – – –
BWM
631
Baystate Wealth Management
Massachusetts
$226K +$226K +4,156 New
FB
632
Fulton Bank
Pennsylvania
$225K -$94.4K -1,774 -30%
Connor, Clark & Lunn Investment Management (CC&L)
633
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$223K +$223K +4,200 New
CAN
634
Cetera Advisor Networks
California
$221K -$206K -3,872 -48%
HCM
635
Hengehold Capital Management
Ohio
$220K – – –
FBC
636
Fairfield, Bush & Co
Connecticut
$218K -$5.32K -100 -2%
AW
637
Alpha Windward
Massachusetts
$216K +$5.64K +106 +3%
JAFL
638
Jay A. Fishman Ltd
Michigan
$215K – – –
GIM
639
Greenwich Investment Management
Connecticut
$215K – – –
MC
640
Moors & Cabot
Massachusetts
$215K – – –
MFS
641
MSI Financial Services
Massachusetts
$214K – – –
CL
642
CPWM LLC
Washington
$214K +$214K +4,018 New
PP
643
Prudential plc
United Kingdom
$213K +$213K +4,000 New
RC
644
RBF Capital
California
$213K +$213K +4,000 New
PCM
645
Pointe Capital Management
Michigan
$213K +$213K +4,000 New
SIA
646
Starfire Investment Advisers
Michigan
$213K +$213K +4,000 New
BWP
647
Baldwin Wealth Partners
Massachusetts
$211K – – –
AI
648
Atria Investments
North Carolina
$209K +$209K +3,932 New
TI
649
Trexquant Investment
Connecticut
$202K -$266K -5,000 -57%
Fuller & Thaler Asset Management
650
Fuller & Thaler Asset Management
California
$202K – – –
24 25
26
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