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Fiserv
FI

Overview Fund Activity

889 hedge funds and large institutions have $29.1B invested in Fiserv in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 275 increasing their positions, 374 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
20.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
65
Increased
275
Reduced
374
Closed
49
Calls
$29.5M
Puts
$20.8M
Net Calls
+$8.7M
Net Calls Change
+$14.8M

Top Buyers

1
SIG
Senator Investment Group
New York
+$148M
2
Capital International Investors
Capital International Investors
California
+$145M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$113M
4
State Street
State Street
Massachusetts
+$62.3M
5
CAM
Close Asset Management
United Kingdom
+$53.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
LP
Longview Partners
Guernsey
-$217M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$120M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$55.2M
5
Capital World Investors
Capital World Investors
California
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRF
626
IBM Retirement Fund
New York
$547K -$101K -1,230 -16%
HB
627
Homrich & Berg
Georgia
$543K +$12.4K +150 +2%
LC
628
Lourd Capital
California
$531K +$531K +6,447 New
AA
629
ALPS Advisors
Colorado
$526K -$312K -3,787 -37%
HSA
630
HBK Sorce Advisory
Pennsylvania
$526K -$11.7K -142 -2%
CAN
631
Cetera Advisor Networks
California
$521K +$49.3K +598 +10%
WCM
632
Weatherstone Capital Management
Colorado
$520K +$41.4K +503 +9%
FI
633
FormulaFolio Investments
Michigan
$519K – – –
TAM
634
Tiverton Asset Management
Delaware
$506K – – –
SRAM
635
Stone Ridge Asset Management
New York
$506K +$38.3K +465 +8%
RGC
636
Roberts, Glore & Co
Illinois
$494K – – –
JMFC
637
J.M. Forbes & Co
Massachusetts
$472K -$43.3K -525 -8%
SC
638
Scotia Capital
Ontario, Canada
$470K +$470K +5,703 New
Federated Hermes
639
Federated Hermes
Pennsylvania
$466K +$153K +1,858 +49%
GT
640
Greenleaf Trust
Michigan
$465K +$37.3K +453 +9%
TIA
641
Tiemann Investment Advisors
California
$453K -$12.4K -150 -3%
SWP
642
Stratos Wealth Partners
Ohio
$451K +$10.8K +131 +2%
VIA
643
Vident Investment Advisory
Georgia
$450K -$41.6K -504 -8%
CTC
644
Central Trust Company
Missouri
$447K -$14K -170 -3%
RWA
645
Ropes Wealth Advisors
Massachusetts
$445K -$41.1K -498 -8%
AWM
646
AE Wealth Management
Kansas
$439K +$4.53K +55 +1%
CIM
647
Contravisory Investment Management
Massachusetts
$437K -$2.39K -29 -0.5%
FNBOH
648
First National Bank of Hutchinson
Kansas
$432K -$41.2K -500 -9%
Bessemer Group
649
Bessemer Group
New Jersey
$429K +$5.44K +66 +1%
Millennium Management
650
Millennium Management
New York
$412K -$1.08M -13,052 -72%
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