FI icon

Fiserv
FI

Overview Fund Activity

1,224 hedge funds and large institutions have $72.6B invested in Fiserv in 2019 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 393 increasing their positions, 493 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+97
Holders Change %
+8.61%
% of All Funds
24.17%
Holding in Top 10
106
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.95%
% of All Funds
2.09%
New
175
Increased
393
Reduced
493
Closed
62
Calls
$195M
Puts
$141M
Net Calls
+$54.6M
Net Calls Change
+$48.1M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$280M
2
BI
BlueSpruce Investments
Illinois
+$222M
3
Capital World Investors
Capital World Investors
California
+$174M
4
UIM
USS Investment Management
United Kingdom
+$126M
5
FAM
Fred Alger Management
New York
+$110M

Top Sellers

1
Invesco
Invesco
Georgia
-$674M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$194M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$145M
4
BlackRock
BlackRock
New York
-$130M
5
GCM
Glenview Capital Management
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
651
Boston Partners
Massachusetts
$1.43M -$38.6M -333,387 -96%
SSWM
652
Sheets Smith Wealth Management
North Carolina
$1.42M -$14.9K -130 -1%
QI
653
QS Investors
New York
$1.42M +$116K +1,000 +9%
LWM
654
Lionsbridge Wealth Management
Florida
$1.42M +$1.42M +12,166 New
PCA
655
Private Capital Advisors
Connecticut
$1.41M – – –
MSE
656
MUFG Securities EMEA
United Kingdom
$1.41M +$1.41M +12,168 New
BSW
657
Buckingham Strategic Wealth
Missouri
$1.4M +$1.97K +17 +0.1%
BOC
658
Barbara Oil Co
Illinois
$1.39M – – –
SFP
659
Shepherd Financial Partners
Massachusetts
$1.37M +$347 +3 +0%
GSBTD
660
Glenview State Bank Trust Department
Illinois
$1.36M -$3.82K -33 -0.3%
IIC
661
Integrated Investment Consultants
Michigan
$1.36M +$86.6K +749 +7%
IDA
662
Intelligence Driven Advisers
California
$1.36M -$115K -991 -8%
RIM
663
Rampart Investment Management
Connecticut
$1.35M -$96.1K -831 -7%
JCM
664
Jacobi Capital Management
Pennsylvania
$1.35M +$116K +1,000 +9%
NB
665
Nicolet Bankshares
Wisconsin
$1.35M -$20.5K -177 -1%
ACM
666
Argyle Capital Management
Pennsylvania
$1.35M – – –
CWM
667
Chesapeake Wealth Management
Virginia
$1.34M -$118K -1,022 -8%
CBN
668
Cadence Bank NA
Texas
$1.33M +$20.3K +176 +2%
FFA
669
First Foundation Advisors
California
$1.33M +$116K +999 +10%
CA
670
Cetera Advisors
Colorado
$1.31M -$20.6K -178 -2%
PRC
671
Pearl River Capital
Michigan
$1.3M +$1.03M +8,874 +382%
EA
672
Emerald Advisers
Pennsylvania
$1.29M -$12.1K -105 -0.9%
CBT
673
Central Bank & Trust
Kentucky
$1.29M -$85.4K -739 -6%
WCM
674
Weld Capital Management
New York
$1.29M +$1.29M +11,156 New
AssetMark Inc
675
AssetMark Inc
California
$1.29M +$96.3K +833 +8%
25 26
27
28 29