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Fiserv
FI

Overview Fund Activity

910 hedge funds and large institutions have $25.3B invested in Fiserv in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 262 increasing their positions, 380 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+21
Holders Change %
+2.36%
% of All Funds
20.31%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
262
Reduced
380
Closed
83
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.4M
3
BlackRock
BlackRock
New York
+$66M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.1M
5
Capital International Investors
Capital International Investors
California
+$61.2M

Top Sellers

1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$92.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
676
Ballentine Partners
Massachusetts
$320K +$1.69K +23 +0.5%
OWP
677
Obermeyer Wealth Partners
Colorado
$316K – – –
HS
678
HighVista Strategies
Massachusetts
$316K +$316K +4,300 New
FNBTCON
679
First National Bank & Trust Co of Newtown
Pennsylvania
$315K – – –
GCMG
680
Gyroscope Capital Management Group
Florida
$313K +$1.84K +25 +0.6%
KA
681
Kintegral Advisory
New York
$313K +$313K +4,260 New
MYIA
682
Mount Yale Investment Advisors
Colorado
$311K -$10.8K -128 -3%
BWP
683
Baldwin Wealth Partners
Massachusetts
$310K – – –
FSC
684
Full Sail Capital
Oklahoma
$309K +$309K +4,208 New
MIH
685
Meitav Investment House
Israel
$308K -$187K -2,538 -38%
TIA
686
Tandem Investment Advisors
South Carolina
$308K +$10.4K +141 +3%
JAFL
687
Jay A. Fishman Ltd
Michigan
$307K – – –
AIM
688
Arcadia Investment Management
Michigan
$301K – – –
LIM
689
Leavell Investment Management
Alabama
$300K -$30.9K -420 -9%
EAM
690
Eukles Asset Management
Ohio
$297K +$297K +4,039 New
EWM
691
Empirical Wealth Management
Washington
$296K +$1.32K +18 +0.4%
SGCA
692
Steel Grove Capital Advisors
Tennessee
$295K +$294 +4 +0.1%
RC
693
RBF Capital
California
$294K – – –
SIA
694
Starfire Investment Advisers
Michigan
$293K – – –
PIP
695
Peachtree Investment Partners
Florida
$289K +$289K +3,936 New
RIM
696
Rampart Investment Management
Connecticut
$287K -$544K -7,399 -65%
SAM
697
Silvercrest Asset Management
New York
$284K -$15.4K -210 -5%
GIM
698
Greenwich Investment Management
Connecticut
$283K -$14.7K -200 -5%
HAG
699
HighPoint Advisor Group
Illinois
$281K +$14K +163 +5%
TFA
700
Transamerica Financial Advisors
Florida
$280K -$84.8K -1,151 -23%
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