FI icon

Fiserv
FI

Overview Fund Activity

880 hedge funds and large institutions have $26.8B invested in Fiserv in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 278 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+20
Holders Change %
+2.33%
% of All Funds
20.17%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
278
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$110M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$99.8M
4
Invesco
Invesco
Georgia
+$71.6M
5
BA
Boston Advisors
Massachusetts
+$27.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$227M
2
LP
Longview Partners
Guernsey
-$207M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
4
GC
Guggenheim Capital
Illinois
-$66.6M
5
Capital World Investors
Capital World Investors
California
-$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
626
Dearborn Partners
Illinois
$496K – – –
Nomura Holdings
627
Nomura Holdings
Japan
$495K -$3.41M -46,005 -87%
WB
628
WesBanco Bank
West Virginia
$495K -$7.4K -100 -1%
HSA
629
HBK Sorce Advisory
Pennsylvania
$484K -$8.08K -109 -2%
HB
630
Homrich & Berg
Georgia
$477K -$3.7K -50 -0.8%
BFM
631
Boston Financial Management
Massachusetts
$476K – – –
LS
632
Livforsakringsbolaget Skandia
Sweden
$475K – – –
FI
633
FormulaFolio Investments
Michigan
$467K +$11.7K +158 +3%
JMFC
634
J.M. Forbes & Co
Massachusetts
$463K -$5.19K -70 -1%
TAM
635
Tiverton Asset Management
Delaware
$455K – – –
Jane Street
636
Jane Street
New York
$447K +$447K +6,031 New
FMT
637
First Mercantile Trust
Tennessee
$446K +$24.9K +336 +6%
RGC
638
Roberts, Glore & Co
Illinois
$445K -$3.71K -50 -0.8%
VIA
639
Vident Investment Advisory
Georgia
$442K -$44K -593 -9%
RWA
640
Ropes Wealth Advisors
Massachusetts
$437K -$1.78K -24 -0.4%
WCM
641
Weatherstone Capital Management
Colorado
$431K -$23.2K -313 -5%
FNBOH
642
First National Bank of Hutchinson
Kansas
$426K -$86.3K -1,164 -17%
CAN
643
Cetera Advisor Networks
California
$423K – – –
SRAM
644
Stone Ridge Asset Management
New York
$420K – – –
TIA
645
Tiemann Investment Advisors
California
$419K +$14.8K +200 +4%
LBC
646
Lawrence B. Cohen
$417K -$3.7K -50 -0.9%
CTC
647
Central Trust Company
Missouri
$415K -$35.6K -480 -8%
CIM
648
Contravisory Investment Management
Massachusetts
$395K -$7.86K -106 -2%
SWP
649
Stratos Wealth Partners
Ohio
$395K +$36.6K +494 +10%
TC
650
Toews Corporation
New Jersey
$393K -$838K -11,300 -68%
24 25
26
27 28