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Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
651
Nicolet Bankshares
Wisconsin
$1.05M -$59.6K -628 -5%
IC
652
Inscription Capital
Texas
$1.04M +$1.04M +10,971 New
Hudson Bay Capital Management
653
Hudson Bay Capital Management
Connecticut
$1.04M -$4.88M -51,400 -83%
ANTB
654
AMG National Trust Bank
Colorado
$1.03M -$285K -3,000 -22%
PM
655
Penbrook Management
New York
$1.03M -$142K -1,500 -12%
JIC
656
Johnson Investment Counsel
Ohio
$1.03M -$11.5K -121 -1%
HT
657
Heritage Trust
Oklahoma
$1.03M +$398K +4,195 +63%
FMWA
658
Forvis Mazars Wealth Advisors
Missouri
$1.03M +$663K +6,981 +180%
FFN
659
Focus Financial Network
Minnesota
$1.03M +$2.85K +30 +0.3%
PC
660
PA Capital
Virginia
$1.01M +$172K +1,813 +21%
SIM
661
Sonora Investment Management
Arizona
$1.01M +$892K +9,396 +778%
PFM
662
Patton Fund Management
Texas
$1.01M -$1.1M -11,572 -52%
CFGS
663
Concourse Financial Group Securities
Alabama
$998K -$266K -2,805 -21%
CBT
664
Central Bank & Trust
Kentucky
$995K -$67.1K -706 -6%
CA
665
Commerzbank Aktiengesellschaft
Germany
$994K -$21.5M -226,192 -96%
IG
666
ING Group
Netherlands
$993K +$993K +10,453 New
CPA
667
Court Place Advisors
Maryland
$980K -$9.5K -100 -1%
SSWM
668
Sheets Smith Wealth Management
North Carolina
$976K -$195K -2,050 -17%
WI
669
Wintrust Investments
Illinois
$976K +$168K +1,773 +21%
FP
670
Foundry Partners
Minnesota
$964K +$11.8K +124 +1%
FI
671
FormulaFolio Investments
Michigan
$958K +$338K +3,564 +55%
PBO
672
Peoples Bank (Ohio)
Ohio
$954K -$25.2K -265 -3%
AFM
673
Anson Funds Management
Texas
$950K +$950K +10,000 New
CTC
674
Central Trust Company
Missouri
$949K +$466K +4,909 +97%
Brown Advisory
675
Brown Advisory
Maryland
$942K +$341K +3,590 +57%
25 26
27
28 29