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Fiserv
FI

Overview Fund Activity

746 hedge funds and large institutions have $20.4B invested in Fiserv in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 345 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.68%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
345
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$133M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$69.3M
5
Asset Management One
Asset Management One
Japan
+$38.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$85.7M
3
AAMU
Amundi Asset Management US
Massachusetts
-$58.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
676
Brinker Capital Investments
Pennsylvania
$74K – – –
JFA
677
JNBA Financial Advisors
Minnesota
$69K -$2.55K -48 -4%
PIA
678
Piedmont Investment Advisors
North Carolina
$65.5K +$64.8K +1,220 +10,167%
TF
679
Tompkins Financial
New York
$62K +$6.41K +120 +12%
CGT
680
Capital Guardian Trust
California
$60K – – –
IR
681
Invictus RG
Bermuda
$58K +$17.7K +332 +44%
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$56K +1,020 New
WA
683
WFG Advisors
Texas
$53K – – –
SBL
684
Sargent Bickham Lagudis
Colorado
$53K – – –
AIM
685
Acrospire Investment Management
Illinois
$53K +$42.4K +800 +400%
PA
686
Parallel Advisors
California
$53K +$53K +990 New
IP
687
Isthmus Partners
Wisconsin
$51K – – –
GRP
688
Global Retirement Partners
California
$50K +$50K +932 New
QAM
689
QCI Asset Management
New York
$49K – – –
HPBT
690
High Point Bank & Trust
North Carolina
$48K – – –
EWM
691
Evercore Wealth Management
New York
$46K +$1.69K +32 +4%
AF
692
Allworth Financial
California
$44K – – –
M
693
MOTCO
Texas
$43K – – –
VCM
694
Versant Capital Management
Arizona
$41K -$3.15K -60 -7%
CAW
695
Cornerstone Advisors (Washington)
Washington
$40K – – –
ADL
696
Asset Dedication LLC
California
$37K – – –
QCG
697
Quadrant Capital Group
Ohio
$33K -$856 -18 -3%
PAM
698
Paradigm Asset Management
New York
$29.9K -$58.5K -1,100 -66%
NSB
699
Norway Savings Bank
Maine
$29K +$29K +550 New
CFA
700
Carroll Financial Associates
North Carolina
$26K – – –
26 27
28
29 30