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Fiserv
FI

Overview Fund Activity

910 hedge funds and large institutions have $25.3B invested in Fiserv in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 262 increasing their positions, 380 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+21
Holders Change %
+2.36%
% of All Funds
20.31%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
262
Reduced
380
Closed
83
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.4M
3
BlackRock
BlackRock
New York
+$66M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.1M
5
Capital International Investors
Capital International Investors
California
+$61.2M

Top Sellers

1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$92.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
626
Ropes Wealth Advisors
Massachusetts
$457K +$60.6K +825 +15%
EP
627
Edgestream Partners
New Jersey
$457K +$457K +6,223 New
HSA
628
HBK Sorce Advisory
Pennsylvania
$455K -$14.3K -194 -3%
IRF
629
IBM Retirement Fund
New York
$447K -$40.7K -554 -8%
FNBOO
630
First National Bank of Omaha
Nebraska
$443K -$4.46M -60,647 -91%
SWP
631
Stratos Wealth Partners
Ohio
$435K +$32.7K +444 +8%
Bessemer Group
632
Bessemer Group
New Jersey
$431K +$47.8K +650 +12%
MF
633
Magnetar Financial
Illinois
$426K +$426K +5,801 New
RGC
634
Roberts, Glore & Co
Illinois
$423K -$17.6K -240 -4%
JMFC
635
J.M. Forbes & Co
Massachusetts
$420K – – –
Citadel Advisors
636
Citadel Advisors
Florida
$420K +$420K +5,715 New
AA
637
ALPS Advisors
Colorado
$411K -$58.8K -800 -13%
DC
638
Davenport & Co
Virginia
$410K +$83.1K +1,130 +25%
CIM
639
Contravisory Investment Management
Massachusetts
$408K +$18.2K +248 +5%
MC
640
Machina Capital
France
$406K +$406K +5,528 New
TIA
641
Tiemann Investment Advisors
California
$404K – – –
SC
642
Scotia Capital
Ontario, Canada
$402K -$16.9K -230 -4%
RMDI
643
R.M. Davis Inc
Maine
$401K +$401K +5,459 New
CTC
644
Central Trust Company
Missouri
$399K – – –
BFM
645
Boston Financial Management
Massachusetts
$398K -$161K -2,200 -29%
FNBOH
646
First National Bank of Hutchinson
Kansas
$383K -$2.2K -30 -0.6%
SS
647
Simplicity Solutions
Minnesota
$373K +$373K +5,083 New
VIA
648
Vident Investment Advisory
Georgia
$371K -$29.8K -406 -7%
S
649
Seeyond
France
$368K +$368K +5,004 New
OAMU
650
Ostrum Asset Management US
New York
$368K +$368K +5,011 New
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