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Fiserv
FI

Overview Fund Activity

746 hedge funds and large institutions have $20.4B invested in Fiserv in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 345 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.68%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
345
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$133M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$69.3M
5
Asset Management One
Asset Management One
Japan
+$38.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$85.7M
3
AAMU
Amundi Asset Management US
Massachusetts
-$58.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
651
Sandy Spring Bank
Maryland
$194K +$21.3K +400 +12%
Bessemer Group
652
Bessemer Group
New Jersey
$158K +$108K +2,042 +217%
MDCM
653
Morgan Dempsey Capital Management
Wisconsin
$154K -$120K -2,252 -44%
AP
654
Advisors Preferred
Maryland
$147K +$147K +2,766 New
NIPH
655
NN Investment Partners Holdings
Netherlands
$146K -$152K -2,850 -51%
FIB
656
First Interstate Bank
Montana
$145K – – –
KT
657
Kanaly Trust
Texas
$140K – – –
FPB
658
First PREMIER Bank
South Dakota
$138K – – –
1832 Asset Management
659
1832 Asset Management
Ontario, Canada
$134K +$134K +2,500 New
WTC
660
WhitTier Trust Company
Nevada
$131K – – –
MSFP
661
Mark Sheptoff Financial Planning
Connecticut
$126K – – –
Acadian Asset Management
662
Acadian Asset Management
Massachusetts
$122K +$118K +2,216 +3,358%
Parallax Volatility Advisers
663
Parallax Volatility Advisers
California
$122K +$122K +2,292 New
IA
664
IFP Advisors
Florida
$120K -$4.77K -90 -4%
BBHC
665
Brown Brothers Harriman & Co
New York
$117K – – –
GWM
666
Geneos Wealth Management
Colorado
$112K +$1.16K +22 +1%
CFA
667
CT Financial Advisors
Pennsylvania
$111K – – –
BC
668
Bartlett & Co
Ohio
$106K -$53K -1,000 -33%
WG
669
Welch Group
Alabama
$106K +$106K +2,000 New
BFEC
670
Benjamin F. Edwards & Company
Missouri
$105K – – –
TSW
671
Thompson Siegel & Walmsley
Virginia
$101K – – –
First Manhattan
672
First Manhattan
New York
$95K -$14.1K -268 -13%
TCOV
673
Trust Company of Vermont
Vermont
$91K +$953 +18 +1%
GLI
674
Guardian Life Insurance
New York
$88K – – –
RI
675
Redwood Investments
Massachusetts
$78K – – –
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