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Fiserv
FI

Overview Fund Activity

661 hedge funds and large institutions have $17.5B invested in Fiserv in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 216 increasing their positions, 273 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+9
Holders Change %
+1.38%
% of All Funds
17.83%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.94%
New
52
Increased
216
Reduced
273
Closed
34
Calls
$23.9M
Puts
$130M
Net Calls
-$106M
Net Calls Change
-$108M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$159M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$141M
3
KCM
Kensico Capital Management
Connecticut
+$35.6M
4
JHIU
Janus Henderson Investors US
Colorado
+$30.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$23.3M

Top Sellers

1
FAM
Fred Alger Management
New York
-$70.3M
2
ECU
Egerton Capital (UK)
United Kingdom
-$60.9M
3
Barclays
Barclays
United Kingdom
-$49M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$48.2M
5
State Street
State Street
Massachusetts
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
651
Wealthcare Capital Management
Virginia
$5K -$80.6K -1,774 -94%
MCM
652
MV Capital Management
Maryland
$5K +$5K +118 New
GWA
653
Genesis Wealth Advisors
Massachusetts
$4.56K +$4.56K +110 New
BCM
654
Brookstone Capital Management
Illinois
$4K +$4K +90 New
IWM
655
Integrated Wealth Management
California
$3K – – –
FNBOO
656
First National Bank of Omaha
Nebraska
$2.61K – – –
LWA
657
Lenox Wealth Advisors
New York
$2K – – –
Nuveen Asset Management
658
Nuveen Asset Management
Illinois
$1.71K -$16 -390 -0.9%
1GA
659
1st Global Advisors
Texas
$1.21K -$123 -2,962 -9%
SCP
660
Syntal Capital Partners
Texas
$241 +$1 +36 +0.6%
UB
661
UMB Bank
Missouri
$233 – – –
Two Sigma Investments
662
Two Sigma Investments
New York
– -$8.05M -202,764 Closed
CCA
663
Catalyst Capital Advisors
New York
– -$3.97M -100,000 Closed
Citadel Advisors
664
Citadel Advisors
Florida
– -$3.95M -99,520 Closed
CSS
665
Cubist Systematic Strategies
Connecticut
– -$3.21M -80,908 Closed
OAM
666
Oxford Asset Management
United Kingdom
– -$2.83M -71,288 Closed
SCP
667
Scoria Capital Partners
Connecticut
– -$1.99M -50,000 Closed
ROTUOC
668
Regents of the University of California
California
– -$1.45M -36,400 Closed
FI
669
FormulaFolio Investments
Michigan
– -$750K -18,902 Closed
PCM
670
Price Capital Management
Louisiana
– -$723K -18,222 Closed
NAP
671
New Amsterdam Partners
New York
– -$658K -16,580 Closed
MSU
672
Mizuho Securities USA
New York
– -$545K -13,724 Closed
TWI
673
Thomas White International
Illinois
– -$494K -12,450 Closed
KFA
674
Kays Financial Advisory
Georgia
– -$403K -10,158 Closed
CANY
675
Caxton Associates (New York)
New York
– -$397K -10,000 Closed
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