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Fiserv
FI

Overview Fund Activity

880 hedge funds and large institutions have $26.8B invested in Fiserv in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 278 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+20
Holders Change %
+2.33%
% of All Funds
20.17%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
278
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$110M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$99.8M
4
Invesco
Invesco
Georgia
+$71.6M
5
BA
Boston Advisors
Massachusetts
+$27.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$227M
2
LP
Longview Partners
Guernsey
-$207M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
4
GC
Guggenheim Capital
Illinois
-$66.6M
5
Capital World Investors
Capital World Investors
California
-$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
676
First National Bank & Trust Co of Newtown
Pennsylvania
$317K – – –
SC
677
Savant Capital
Illinois
$311K -$1.33K -18 -0.4%
BWP
678
Baldwin Wealth Partners
Massachusetts
$310K – – –
JAFL
679
Jay A. Fishman Ltd
Michigan
$310K – – –
EWM
680
Empirical Wealth Management
Washington
$308K – – –
LFAS
681
Level Four Advisory Services
Texas
$308K +$308K +4,151 New
SGCA
682
Steel Grove Capital Advisors
Tennessee
$303K -$444K -5,987 -59%
GIM
683
Greenwich Investment Management
Connecticut
$300K – – –
LGC
684
Laurel Grove Capital
California
$296K – – –
SIA
685
Starfire Investment Advisers
Michigan
$296K – – –
RC
686
RBF Capital
California
$296K – – –
SAM
687
Silvercrest Asset Management
New York
$296K +$15.6K +210 +6%
CC
688
Cognios Capital
Kansas
$294K -$927K -12,542 -76%
MML Investors Services
689
MML Investors Services
Massachusetts
$294K +$47.7K +644 +19%
CBNLCF
690
Cognios Beta Neutral Large Cap Fund
Kansas
$294K +$294K +3,979 New
TIA
691
Tandem Investment Advisors
South Carolina
$293K +$297 +4 +0.1%
MYIA
692
Mount Yale Investment Advisors
Colorado
$292K +$280K +3,782 +2,424%
MHS
693
M Holdings Securities
Oregon
$283K +$148 +2 +0.1%
Federated Hermes
694
Federated Hermes
Pennsylvania
$282K -$274K -3,696 -49%
HCM
695
Hengehold Capital Management
Ohio
$279K -$23.4K -316 -8%
AW
696
Alpha Windward
Massachusetts
$273K -$7.19K -97 -3%
BWM
697
Baystate Wealth Management
Massachusetts
$271K – – –
TSS
698
Two Sigma Securities
New York
$270K +$270K +3,643 New
TNBTD
699
Trustmark National Bank Trust Department
Mississippi
$267K +$4.44K +60 +2%
SBH
700
Segall Bryant & Hamill
Illinois
$266K – – –
26 27
28
29 30