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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
676
Baldwin Wealth Partners
Massachusetts
$298K -$17.8K -250 -6%
EWM
677
Empirical Wealth Management
Washington
$297K +$4.29K +60 +1%
MA
678
MANA Advisors
New York
$293K -$320K -4,492 -52%
HCM
679
Hengehold Capital Management
Ohio
$291K -$1.43K -20 -0.5%
ABC
680
Associated Banc-Corp
Wisconsin
$289K – – –
GIM
681
Greenwich Investment Management
Connecticut
$289K – – –
GCA
682
Gideon Capital Advisors
New York
$288K +$288K +4,033 New
LGC
683
Laurel Grove Capital
California
$285K – – –
RC
684
RBF Capital
California
$285K – – –
SIA
685
Starfire Investment Advisers
Michigan
$285K +$285K +4,000 New
TIA
686
Tandem Investment Advisors
South Carolina
$281K +$5.13K +72 +2%
GWM
687
Geneos Wealth Management
Colorado
$279K +$18.5K +260 +7%
LC
688
LCNB Corp
Ohio
$277K -$99.6K -1,400 -26%
MHS
689
M Holdings Securities
Oregon
$272K – – –
PK
690
Pflug Koory
Nebraska
$271K – – –
SAM
691
Silvercrest Asset Management
New York
$270K -$86.4K -1,210 -24%
AW
692
Alpha Windward
Massachusetts
$269K -$4.42K -62 -2%
FCI
693
Financial Counselors Inc
Kansas
$267K +$267K +3,749 New
MC
694
Moors & Cabot
Massachusetts
$257K -$16.8K -236 -6%
SBH
695
Segall Bryant & Hamill
Illinois
$256K +$256K +3,586 New
NL
696
NWAM LLC
Washington
$253K -$6.57K -92 -3%
TNBTD
697
Trustmark National Bank Trust Department
Mississippi
$253K +$17.5K +246 +7%
FNT
698
First National Trust
Pennsylvania
$252K – – –
BWM
699
Baystate Wealth Management
Massachusetts
$252K +$48.2K +678 +24%
CAN
700
Claraphi Advisory Network
United States
$251K -$39.7K -557 -14%
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