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Fiserv
FI

Overview Fund Activity

978 hedge funds and large institutions have $35.6B invested in Fiserv in 2019 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 311 increasing their positions, 393 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+68
Holders Change %
+7.47%
% of All Funds
21.2%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.37%
New
135
Increased
311
Reduced
393
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$741M
2
ECU
Egerton Capital (UK)
United Kingdom
+$568M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$374M
4
MC
Maverick Capital
Texas
+$284M
5
Lazard Asset Management
Lazard Asset Management
New York
+$276M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$162M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$110M
4
Invesco
Invesco
Georgia
-$99.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
626
Kingsview Wealth Management
Oregon
$737K +$55.1K +624 +8%
BUB
627
BBVA USA Bancshares
Texas
$736K +$18.5K +210 +3%
TRCT
628
Tower Research Capital (TRC)
New York
$730K +$628K +7,115 +618%
PVH
629
Psagot Value Holdings
Israel
$721K -$109K -1,235 -13%
TIM
630
Thompson Investment Management
Wisconsin
$716K +$20.7K +235 +3%
V
631
VeraBank
Texas
$713K – – –
Cetera Investment Advisers
632
Cetera Investment Advisers
Illinois
$711K +$21.3K +241 +3%
HT
633
Heritage Trust
Oklahoma
$706K -$424K -4,800 -38%
SCM
634
Southport Capital Management
Tennessee
$702K -$7.59K -86 -1%
CCA
635
Checchi Capital Advisers
California
$690K -$7.77K -88 -1%
KRSITF
636
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$687K -$8.56K -97 -1%
SAM
637
Symphony Asset Management
California
$687K +$3.8K +43 +0.6%
CF
638
Copperwynd Financial
Arizona
$667K -$5.47K -62 -0.8%
FCH
639
Freestone Capital Holdings
Washington
$666K -$234K -2,649 -26%
SBIA
640
Sheaff Brock Investment Advisors
Indiana
$664K +$11K +125 +2%
PCM
641
Parsons Capital Management
Rhode Island
$657K -$31.4K -356 -5%
GD
642
Grandfield & Dodd
New York
$644K +$21.9K +248 +4%
BRWA
643
B. Riley Wealth Advisors
Florida
$636K -$39.7K -449 -6%
Assenagon Asset Management
644
Assenagon Asset Management
Luxembourg
$618K -$733K -8,298 -54%
DIM
645
DC Investments Management
Virginia
$615K – – –
WT
646
Washington Trust
Rhode Island
$612K -$7.35K -86 -1%
LCM
647
LVM Capital Management
Michigan
$611K -$14K -159 -2%
MML Investors Services
648
MML Investors Services
Massachusetts
$610K +$29.6K +336 +5%
TAM
649
Tiverton Asset Management
Delaware
$603K +$26.4K +299 +5%
ABC
650
Associated Banc-Corp
Wisconsin
$602K -$194K -2,200 -24%
24 25
26
27 28