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Fiserv
FI

Overview Fund Activity

741 hedge funds and large institutions have $24B invested in Fiserv in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 233 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-17
Holders Change %
-2.24%
% of All Funds
18.5%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
44
Increased
233
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M

Top Buyers

1
LP
Longview Partners
Guernsey
+$132M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$105M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$72.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$47.3M
5
Bank of America
Bank of America
North Carolina
+$42.5M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$104M
2
FPP
Findlay Park Partners
United Kingdom
-$96.7M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$66.8M
4
Millennium Management
Millennium Management
New York
-$58.2M
5
Credit Agricole
Credit Agricole
France
-$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
676
Tompkins Financial
New York
$77K – – –
SQA
677
Simon Quick Advisors
New Jersey
$77K +$77K +1,200 New
IA
678
IFP Advisors
Florida
$75K -$7.82K -122 -9%
JFA
679
JNBA Financial Advisors
Minnesota
$72K – – –
EWM
680
Evercore Wealth Management
New York
$67K – – –
GT
681
Greenleaf Trust
Michigan
$66K +$66K +1,026 New
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$65K – – –
SIAS
683
Shine Investment Advisory Services
Colorado
$65K +$6.44K +100 +11%
SBL
684
Sargent Bickham Lagudis
Colorado
$64K – – –
TRCT
685
Tower Research Capital (TRC)
New York
$64K +$64K +994 New
GLI
686
Guardian Life Insurance
New York
$62K – – –
IP
687
Isthmus Partners
Wisconsin
$62K – – –
HL
688
Harding Loevner
New Jersey
$58K – – –
EAM
689
Exane Asset Management
France
$53.4K +$53.4K +828 New
QAM
690
QCI Asset Management
New York
$53K – – –
AF
691
Allworth Financial
California
$53K – – –
CAW
692
Cornerstone Advisors (Washington)
Washington
$48K – – –
QCG
693
Quadrant Capital Group
Ohio
$48K +$5.65K +96 +13%
VCM
694
Versant Capital Management
Arizona
$47K – – –
ADL
695
Asset Dedication LLC
California
$45K – – –
CG
696
Cutler Group
California
$44K -$53.1K -832 -55%
FMA
697
FNY Managed Accounts
New York
$42K +$42K +664 New
SFSIG
698
San Francisco Sentry Investment Group
California
$41K – – –
CFA
699
Carroll Financial Associates
North Carolina
$38K – – –
CPIG
700
Chicago Partners Investment Group
Illinois
$36K -$82K -1,284 -69%
26 27
28
29 30