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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
651
AE Wealth Management
Kansas
$346K +$7.71K +108 +2%
SWP
652
Stratos Wealth Partners
Ohio
$345K -$12.7K -178 -4%
CPO
653
Cerity Partners OCIO
New York
$343K – – –
AIM
654
Arcadia Investment Management
Michigan
$342K – – –
AAM
655
Advisors Asset Management
Colorado
$336K -$753K -5,251 -69%
Wolverine Trading
656
Wolverine Trading
Illinois
$334K -$1.23M -17,218 -79%
Fisher Asset Management
657
Fisher Asset Management
Washington
$334K +$334K +4,685 New
ST
658
Smithfield Trust
Pennsylvania
$330K +$1.71K +24 +0.5%
VI
659
Versor Investments
New York
$328K +$328K +4,600 New
II
660
Inspire Investing
Idaho
$322K +$39K +547 +14%
CCM
661
Condor Capital Management
New Jersey
$320K – – –
1SB
662
1ST Source Bank
Indiana
$317K – – –
MCM
663
Manchester Capital Management
Vermont
$314K – – –
AWA
664
AmeriServ Wealth Advisors
Pennsylvania
$314K – – –
KWA
665
KCS Wealth Advisory
California
$312K – – –
FHA
666
Flagship Harbor Advisors
Massachusetts
$311K -$30.6K -435 -9%
TG
667
TLP Group
Illinois
$309K +$80.5K +1,130 +35%
OWP
668
Obermeyer Wealth Partners
Colorado
$307K – – –
ACC
669
Accident Compensation Corp
New Zealand
$306K – – –
AT
670
Argent Trust
Texas
$305K -$67.6K -948 -18%
AF
671
Arrow Financial
New York
$305K -$22.8K -320 -7%
FNBTCON
672
First National Bank & Trust Co of Newtown
Pennsylvania
$305K – – –
RWP
673
RWA Wealth Partners
Massachusetts
$304K -$332K -4,656 -52%
SC
674
Savant Capital
Illinois
$301K +$14.6K +204 +5%
JAFL
675
Jay A. Fishman Ltd
Michigan
$298K – – –
25 26
27
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