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Fiserv
FI

Overview Fund Activity

746 hedge funds and large institutions have $20.4B invested in Fiserv in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 345 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.68%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
345
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$133M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$69.3M
5
Asset Management One
Asset Management One
Japan
+$38.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$85.7M
3
AAMU
Amundi Asset Management US
Massachusetts
-$58.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
701
Zions Bancorporation
Utah
$25K – – –
GAM
702
Gemmer Asset Management
California
$23K – – –
NCM
703
Nelson Capital Management
California
$21K – – –
BWA
704
Burt Wealth Advisors
Maryland
$21K – – –
WOC
705
West Oak Capital
California
$18.6K +$10.6K +200 +133%
DBT
706
Dubuque Bank & Trust
Iowa
$18K – – –
CG
707
Cutler Group
California
$17K -$188K -3,566 -92%
HWM
708
Holloway Wealth Management
Florida
$16K – – –
WA
709
WealthTrust-Arizona
Arizona
$15K – – –
TFO
710
Tarbox Family Office
California
$15K – – –
AA
711
Apriem Advisors
California
$14K – – –
CHP
712
Cable Hill Partners
Oregon
$13K – – –
EFSCE
713
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
EF
714
Empirical Finance
Pennsylvania
$12K +$12K +224 New
EARNEST Partners
715
EARNEST Partners
Georgia
$11K +$11K +208 New
SPIA
716
Steward Partners Investment Advisory
New York
$11K +$11K +212 New
BIG
717
Bellwether Investment Group
Tennessee
$11K +$11K +212 New
WTB
718
Washington Trust Bank
Washington
$9K -$1.19K -22 -12%
PFBT
719
Parkside Financial Bank & Trust
Missouri
$8K – – –
PSC
720
Prentiss Smith & Co
Vermont
$8K – – –
WPA
721
West Paces Advisors
Georgia
$7.97K +$7.97K +150 New
SFS
722
Sowell Financial Services
Arkansas
$7K +$7K +122 New
PWM
723
Perigon Wealth Management
California
$7K +$7K +124 New
BTIS
724
BB&T Investment Services
North Carolina
$7K +$7K +128 New
AWM
725
AllSquare Wealth Management
New York
$7K +$7K +138 New
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