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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JMFC
626
J.M. Forbes & Co
Massachusetts
$451K – – –
Susquehanna International Group
627
Susquehanna International Group
Pennsylvania
$439K +$439K +6,150 New
TAM
628
Tiverton Asset Management
Delaware
$438K -$20.8K -292 -5%
FI
629
FormulaFolio Investments
Michigan
$438K – – –
WCM
630
Weatherstone Capital Management
Colorado
$437K +$39.3K +551 +10%
CTC
631
Central Trust Company
Missouri
$433K -$13.7K -192 -3%
RGC
632
Roberts, Glore & Co
Illinois
$431K -$7.12K -100 -2%
BFO
633
Biltmore Family Office
North Carolina
$428K +$207K +2,900 +94%
RWA
634
Ropes Wealth Advisors
Massachusetts
$422K -$26.9K -378 -6%
CA
635
Calton & Associates
Florida
$416K -$20.6K -289 -5%
CAN
636
Cetera Advisor Networks
California
$410K +$3.29K +46 +0.8%
Jones Financial Companies
637
Jones Financial Companies
Missouri
$407K -$147K -2,066 -27%
FMT
638
First Mercantile Trust
Tennessee
$406K +$82.5K +1,156 +26%
LBC
639
Lawrence B. Cohen
$405K -$116K -1,620 -22%
SRAM
640
Stone Ridge Asset Management
New York
$405K – – –
TIA
641
Tiemann Investment Advisors
California
$389K -$35.7K -500 -8%
CIM
642
Contravisory Investment Management
Massachusetts
$388K +$26.8K +376 +7%
APA
643
American Portfolios Advisors
New York
$385K +$124K +1,744 +48%
PJSIMP
644
P.J. Schmidt Investment Management (PJS)
Wisconsin
$382K +$9.28K +130 +2%
Bessemer Group
645
Bessemer Group
New Jersey
$364K – – –
BP
646
Ballentine Partners
Massachusetts
$363K -$5.69K -80 -2%
MCM
647
Maryland Capital Management
Maryland
$363K +$9.57K +134 +3%
Connor, Clark & Lunn Investment Management (CC&L)
648
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$355K -$355K -4,975 -50%
DC
649
Davenport & Co
Virginia
$348K -$94.8K -1,330 -21%
CIBC World Market
650
CIBC World Market
Ontario, Canada
$347K +$347K +4,863 New
24 25
26
27 28