FI icon

Fiserv
FI

Overview Fund Activity

750 hedge funds and large institutions have $18.8B invested in Fiserv in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 338 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-21
Holders Change %
-2.72%
% of All Funds
20.04%
Holding in Top 10
29
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-44.23%
% of All Funds
0.77%
New
56
Increased
230
Reduced
338
Closed
67
Calls
$32M
Puts
$68.1M
Net Calls
-$36.1M
Net Calls Change
+$34.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$39.9M
2
Morgan Stanley
Morgan Stanley
New York
+$29.1M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$28.3M
4
Capital World Investors
Capital World Investors
California
+$26.6M
5
SI
Sprott Inc
Ontario, Canada
+$26.5M

Top Sellers

1
LP
Longview Partners
Guernsey
-$128M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$97.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$94M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TG
676
TLP Group
Illinois
$124K +$124K +2,500 New
WTC
677
WhitTier Trust Company
Nevada
$122K – – –
MSFP
678
Mark Sheptoff Financial Planning
Connecticut
$118K – – –
IA
679
IFP Advisors
Florida
$117K +$39.8K +800 +51%
BBHC
680
Brown Brothers Harriman & Co
New York
$109K -$24.8K -500 -19%
GWM
681
Geneos Wealth Management
Colorado
$104K +$3.77K +76 +4%
CFA
682
CT Financial Advisors
Pennsylvania
$103K – – –
First Manhattan
683
First Manhattan
New York
$102K -$59.2K -1,200 -37%
BFEC
684
Benjamin F. Edwards & Company
Missouri
$98K – – –
TSW
685
Thompson Siegel & Walmsley
Virginia
$94K +$76.7K +1,548 +445%
TCIM
686
TIAA CREF Investment Management
New York
$86.9K -$16K -322,178 -16%
TCOV
687
Trust Company of Vermont
Vermont
$85K +$85K +1,700 New
GLI
688
Guardian Life Insurance
New York
$83K – – –
PAM
689
Paradigm Asset Management
New York
$82.7K -$4.97K -100 -6%
BAM
690
Brave Asset Management
New Jersey
$80K – – –
RI
691
Redwood Investments
Massachusetts
$73K -$9.68M -193,958 -99%
BCI
692
Brinker Capital Investments
Pennsylvania
$70K – – –
S
693
SignatureFD
Georgia
$67K -$4.18K -84 -6%
JFA
694
JNBA Financial Advisors
Minnesota
$67K +$2.39K +48 +4%
GS
695
GAM Systematic
United Kingdom
$63K -$95.5K -1,932 -60%
SAMC
696
Shinko Asset Management Company
Japan
$59K – – –
CGT
697
Capital Guardian Trust
California
$56K – – –
TF
698
Tompkins Financial
New York
$52K – – –
WA
699
WFG Advisors
Texas
$50K -$10K -200 -17%
WEC
700
Winslow Evans & Crocker
Massachusetts
$49.7K – – –
26 27
28
29 30