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Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
701
NewEdge Advisors
Louisiana
$812K +$391K +4,113 +93%
PWS
702
Peloton Wealth Strategists
Indiana
$807K -$2.02M -21,300 -71%
MFS
703
Monetta Financial Services
Illinois
$807K +$807K +8,500 New
KWM
704
Kingsview Wealth Management
Oregon
$805K +$9.88K +104 +1%
ST
705
Spinnaker Trust
Maine
$798K +$186K +1,954 +30%
EH
706
Equitable Holdings
New York
$794K -$60K -631 -7%
Boston Partners
707
Boston Partners
Massachusetts
$793K -$381K -4,007 -32%
MS
708
Maven Securities
Jersey
$789K +$789K +8,304 New
CI
709
Conning Inc
Connecticut
$785K +$39.5K +416 +5%
NB
710
NBT Bank
New York
$784K -$14.8K -156 -2%
AIL
711
AGF Investments LLC
Ontario, Canada
$783K +$80.8K +851 +12%
RCA
712
Rowland Carmichael Advisors
Arizona
$781K -$243K -2,555 -24%
OFS
713
Orrstown Financial Services
Pennsylvania
$781K -$33.1K -348 -4%
HMS
714
Hanseatic Management Services
New Mexico
$781K -$30.4K -320 -4%
MERSOM
715
Municipal Employees' Retirement System of Michigan
Michigan
$778K +$9.5K +100 +1%
Jones Financial Companies
716
Jones Financial Companies
Missouri
$768K -$86.4K -910 -10%
SHGA
717
Sand Hill Global Advisors
California
$765K -$22.8K -240 -3%
TAM
718
Townsend Asset Management
North Carolina
$765K -$7.13K -75 -0.9%
BCAM
719
Boston Common Asset Management
Massachusetts
$765K – – –
GIP
720
Granite Investment Partners
California
$763K -$24K -253 -3%
GLA
721
Great Lakes Advisors
Illinois
$761K -$266K -2,797 -26%
CT
722
Chicago Trust
Illinois
$760K -$106K -1,120 -12%
SI
723
Stephens Inc
Arkansas
$759K +$8.26K +87 +1%
Wolverine Trading
724
Wolverine Trading
Illinois
$757K -$4.25M -43,244 -85%
SIM
725
Sadoff Investment Management
Wisconsin
$757K – – –
27 28
29
30 31