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Fiserv
FI

Overview Fund Activity

747 hedge funds and large institutions have $21.6B invested in Fiserv in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 351 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1%
New
59
Increased
223
Reduced
351
Closed
47
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$62.3M
3
Goldman Sachs
Goldman Sachs
New York
+$62.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$48.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$29.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$94.3M
3
JHIU
Janus Henderson Investors US
Colorado
-$92.6M
4
LP
Longview Partners
Guernsey
-$48.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
651
Tandem Investment Advisors
South Carolina
$210K +$210K +3,648 New
RG
652
Rathbones Group
United Kingdom
$202K +$202K +3,500 New
ICOA
653
Investment Centers of America
North Dakota
$201K +$201K +3,484 New
PTC
654
Provident Trust Company
Wisconsin
$200K +$200K +3,476 New
BWM
655
Baystate Wealth Management
Massachusetts
$199K -$41.7K -720 -17%
UOTTAIMCU
656
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$184K +$184K +3,200 New
MDCM
657
Morgan Dempsey Capital Management
Wisconsin
$171K +$3.81K +66 +2%
ED
658
Exane Derivatives
France
$164K -$263K -4,562 -62%
NIPH
659
NN Investment Partners Holdings
Netherlands
$158K – – –
FIB
660
First Interstate Bank
Montana
$157K – – –
SEC
661
Seven Eight Capital
New York
$150K +$150K +2,600 New
Bessemer Group
662
Bessemer Group
New Jersey
$148K -$24.4K -422 -14%
WTC
663
WhitTier Trust Company
Nevada
$142K – – –
MSFP
664
Mark Sheptoff Financial Planning
Connecticut
$137K +$115 +2 +0.1%
ASN
665
Advisory Services Network
Georgia
$131K +$131K +2,276 New
Acadian Asset Management
666
Acadian Asset Management
Massachusetts
$128K -$3.81K -66 -3%
BBHC
667
Brown Brothers Harriman & Co
New York
$127K – – –
GWM
668
Geneos Wealth Management
Colorado
$120K -$1.26K -22 -1%
WG
669
Welch Group
Alabama
$115K – – –
BC
670
Bartlett & Co
Ohio
$115K – – –
TSW
671
Thompson Siegel & Walmsley
Virginia
$109K – – –
First Manhattan
672
First Manhattan
New York
$106K +$2.3K +40 +2%
FPA
673
Fieldpoint Private Advisors
New York
$100K -$3.22M -55,584 -97%
CGT
674
Capital Guardian Trust
California
$100K +$34.7K +600 +53%
TCOV
675
Trust Company of Vermont
Vermont
$98K -$1.04K -18 -1%
25 26
27
28 29