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Fiserv
FI

Overview Fund Activity

750 hedge funds and large institutions have $18.8B invested in Fiserv in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 338 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-21
Holders Change %
-2.72%
% of All Funds
20.04%
Holding in Top 10
29
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-44.23%
% of All Funds
0.77%
New
56
Increased
230
Reduced
338
Closed
67
Calls
$32M
Puts
$68.1M
Net Calls
-$36.1M
Net Calls Change
+$34.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$39.9M
2
Morgan Stanley
Morgan Stanley
New York
+$29.1M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$28.3M
4
Capital World Investors
Capital World Investors
California
+$26.6M
5
SI
Sprott Inc
Ontario, Canada
+$26.5M

Top Sellers

1
LP
Longview Partners
Guernsey
-$128M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$97.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$94M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
701
Isthmus Partners
Wisconsin
$48K – – –
Bessemer Group
702
Bessemer Group
New Jersey
$47K – – –
QAM
703
QCI Asset Management
New York
$46K – – –
HPBT
704
High Point Bank & Trust
North Carolina
$45K – – –
EWM
705
Evercore Wealth Management
New York
$42K -$41.4K -828 -50%
AF
706
Allworth Financial
California
$41K – – –
VCM
707
Versant Capital Management
Arizona
$41K +$97 +2 +0.2%
M
708
MOTCO
Texas
$40K -$1.4K -28 -3%
JCM
709
Jacobi Capital Management
Pennsylvania
$40K – – –
ED
710
Exane Derivatives
France
$38.9K – – –
IR
711
Invictus RG
Bermuda
$38K -$13.2K -262 -26%
CAW
712
Cornerstone Advisors (Washington)
Washington
$37K – – –
ADL
713
Asset Dedication LLC
California
$35K +$35K +700 New
QCG
714
Quadrant Capital Group
Ohio
$29K – – –
ZB
715
Zions Bancorporation
Utah
$25K – – –
HMS
716
Hanseatic Management Services
New Mexico
$24K -$2.34M -47,366 -99%
CFA
717
Carroll Financial Associates
North Carolina
$24K – – –
GAM
718
Gemmer Asset Management
California
$22K – – –
WRM
719
Westport Resources Management
Connecticut
$20K – – –
NCM
720
Nelson Capital Management
California
$20K – – –
PHK
721
Point72 Hong Kong
Hong Kong
$20K +$20K +410 New
BWA
722
Burt Wealth Advisors
Maryland
$19K – – –
MUS
723
Mitsubishi UFJ Securities
Japan
$19K +$19K +380 New
DBT
724
Dubuque Bank & Trust
Iowa
$17K -$2.74K -56 -14%
VOYA Investment Management
725
VOYA Investment Management
Georgia
$15.4K +$192 +3,858 +1%
27 28
29
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