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Fiserv
FI

Overview Fund Activity

889 hedge funds and large institutions have $29.1B invested in Fiserv in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 275 increasing their positions, 374 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
20.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
65
Increased
275
Reduced
374
Closed
49
Calls
$29.5M
Puts
$20.8M
Net Calls
+$8.7M
Net Calls Change
+$14.8M

Top Buyers

1
SIG
Senator Investment Group
New York
+$148M
2
Capital International Investors
Capital International Investors
California
+$145M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$113M
4
State Street
State Street
Massachusetts
+$62.3M
5
CAM
Close Asset Management
United Kingdom
+$53.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
LP
Longview Partners
Guernsey
-$217M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$120M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$55.2M
5
Capital World Investors
Capital World Investors
California
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
676
Baldwin Wealth Partners
Massachusetts
$347K +$3.13K +38 +0.9%
JAFL
677
Jay A. Fishman Ltd
Michigan
$344K – – –
GCMG
678
Gyroscope Capital Management Group
Florida
$343K -$24.3K -300 -7%
LFAS
679
Level Four Advisory Services
Texas
$342K -$247 -3 -0.1%
AIM
680
Arcadia Investment Management
Michigan
$338K -$57.7K -700 -15%
SAM
681
Silvercrest Asset Management
New York
$336K +$6.93K +84 +2%
TIA
682
Tandem Investment Advisors
South Carolina
$334K +$8.73K +106 +3%
GIM
683
Greenwich Investment Management
Connecticut
$333K – – –
SC
684
Savant Capital
Illinois
$332K -$13.7K -166 -4%
EWM
685
Empirical Wealth Management
Washington
$330K -$12.4K -150 -4%
SGCA
686
Steel Grove Capital Advisors
Tennessee
$330K -$6.76K -82 -2%
RC
687
RBF Capital
California
$330K – – –
LGC
688
Laurel Grove Capital
California
$330K – – –
SIA
689
Starfire Investment Advisers
Michigan
$329K – – –
Verition Fund Management
690
Verition Fund Management
Connecticut
$323K -$914K -11,097 -74%
BWM
691
Baystate Wealth Management
Massachusetts
$319K +$46.1K +600 +17%
PK
692
Pflug Koory
Nebraska
$313K -$342K -4,150 -52%
HCM
693
Hengehold Capital Management
Ohio
$310K – – –
DCM
694
Donaldson Capital Management
Indiana
$309K +$309K +3,746 New
FCI
695
Financial Counselors Inc
Kansas
$305K +$9.9K +120 +3%
MYIA
696
Mount Yale Investment Advisors
Colorado
$302K -$10.4K -131 -3%
LS
697
Livforsakringsbolaget Skandia
Sweden
$297K -$230K -2,800 -44%
GH
698
GAM Holding
Switzerland
$295K +$295K +3,585 New
AW
699
Alpha Windward
Massachusetts
$294K -$9.65K -117 -3%
CAN
700
Claraphi Advisory Network
United States
$290K +$165 +2 +0.1%
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