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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
701
SignatureFD
Georgia
$250K +$250K +3,508 New
PTC
702
Provident Trust Company
Wisconsin
$248K – – –
AI
703
Atria Investments
North Carolina
$246K +$1.85K +26 +0.8%
FFBTD
704
First Financial Bank - Trust Division
Ohio
$244K -$28.5K -400 -10%
AIM
705
ARK Investment Management
Florida
$242K +$114K +1,592 +88%
BHWM
706
Bar Harbor Wealth Management
New Hampshire
$238K -$10.8K -151 -4%
MML Investors Services
707
MML Investors Services
Massachusetts
$237K -$26.4K -370 -10%
TU
708
TDAM USA
Ontario, Canada
$235K – – –
HAG
709
HighPoint Advisor Group
Illinois
$235K +$1.51K +20 +0.6%
WP
710
WealthSource Partners
California
$234K -$56.2K -790 -19%
FRM
711
Fox Run Management
Connecticut
$229K +$229K +3,216 New
PCMC
712
Paragon Capital Management (Colorado)
Colorado
$228K – – –
CPH
713
C Partners Holding
Switzerland
$226K -$63.6K -890 -22%
EIG
714
Ellenbecker Investment Group
Wisconsin
$225K -$10.9K -152 -5%
STA
715
Summit Trail Advisors
New York
$225K +$71.5K +1,981 +47%
PP
716
Pegasus Partners
Wisconsin
$224K – – –
WJA
717
Williams Jones & Associates
New York
$222K – – –
RJT
718
Raymond James Trust
Florida
$220K -$29K -406 -12%
UF
719
Univest Financial
Pennsylvania
$219K – – –
QT
720
Quantbot Technologies
New York
$219K +$219K +3,081 New
TAM
721
Tocqueville Asset Management
New York
$214K +$214K +3,000 New
JA
722
JLB & Associates
Michigan
$206K +$206K +2,890 New
EDRH
723
Edmond de Rothschild Holding
Switzerland
$202K -$25.5K -358 -11%
1IA
724
1834 Investment Advisors
Wisconsin
$200K – – –
CT
725
Coastline Trust
Rhode Island
$200K +$200K +2,810 New
27 28
29
30 31