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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 %
BFO
651
Boston Family Office
Massachusetts
$597K -$309K -3,500 -34%
PP
652
Prudential plc
United Kingdom
$587K -$535K -6,058 -48%
P
653
Pitcairn
Pennsylvania
$584K -$717K -8,132 -55%
Qube Research & Technologies (QRT)
654
Qube Research & Technologies (QRT)
United Kingdom
$583K +$583K +6,600 New
WB
655
WesBanco Bank
West Virginia
$582K +$22.4K +254 +4%
CC
656
ClearArc Capital
Ohio
$579K -$24.9K -282 -4%
CII
657
Capital International Inc
California
$572K +$572K +6,480 New
WCM
658
Weatherstone Capital Management
Colorado
$571K +$9.62K +109 +2%
ST
659
Spinnaker Trust
Maine
$569K -$70.6K -800 -11%
HSA
660
HBK Sorce Advisory
Pennsylvania
$569K +$22K +249 +4%
RIM
661
Regent Investment Management
Kentucky
$560K -$102K -1,154 -15%
SW
662
SVB Wealth
Massachusetts
$560K -$2.47K -28 -0.4%
OWA
663
Outlook Wealth Advisors
Texas
$558K +$558K +6,317 New
GT
664
Greenleaf Trust
Michigan
$557K -$266K -3,017 -32%
CAN
665
Cetera Advisor Networks
California
$557K – – –
FI
666
FormulaFolio Investments
Michigan
$556K – – –
BFM
667
Boston Financial Management
Massachusetts
$555K +$76.1K +862 +16%
ALAM
668
Asahi Life Asset Management
Japan
$550K +$550K +6,230 New
AA
669
ALPS Advisors
Colorado
$543K +$49.2K +557 +10%
SWP
670
Stratos Wealth Partners
Ohio
$540K +$17.7K +200 +3%
IRF
671
IBM Retirement Fund
New York
$537K – – –
WA
672
WESPAC Advisors
California
$531K +$249K +2,845 +88%
HB
673
Homrich & Berg
Georgia
$530K -$50.7K -574 -9%
DC
674
Davenport & Co
Virginia
$526K +$34K +385 +7%
HAI
675
Hennessy Advisors Inc
California
$523K +$523K +5,926 New
25 26
27
28 29