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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 %
WA
726
WealthTrust-Arizona
Arizona
$14K – – –
TFO
727
Tarbox Family Office
California
$14K – – –
AA
728
Apriem Advisors
California
$13K – – –
BGIM
729
Brandywine Global Investment Management
Pennsylvania
$13K +$609 +12 +5%
CHP
730
Cable Hill Partners
Oregon
$13K +$4.3K +84 +49%
NSIM
731
North Star Investment Management
Illinois
$12K – – –
EFSCE
732
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
AIM
733
Acrospire Investment Management
Illinois
$10K +$10K +200 New
WTB
734
Washington Trust Bank
Washington
$9K +$4.31K +90 +92%
PFBT
735
Parkside Financial Bank & Trust
Missouri
$8K +$810 +16 +11%
IWM
736
Integrated Wealth Management
California
$8K +$4.64K +94 +138%
WOC
737
West Oak Capital
California
$7.46K +$7.46K +150 New
PSC
738
Prentiss Smith & Co
Vermont
$7K – – –
TDC
739
Thompson Davis & Co
Virginia
$7K +$500 +10 +8%
PRS
740
Pinkerton Retirement Specialists
Idaho
$6K -$712 -14 -11%
TWA
741
TCI Wealth Advisors
Arizona
$5K -$1.39K -30 -22%
TRCT
742
Tower Research Capital (TRC)
New York
$4K -$94.1K -2,118 -96%
PCP
743
Proficio Capital Partners
Massachusetts
$4K -$3.71K -78 -48%
FMP
744
Financial Management Professionals
Texas
$4K +$4K +82 New
SWA
745
Sutton Wealth Advisors
Florida
$3.98K +$1.99K +40 +100%
Acadian Asset Management
746
Acadian Asset Management
Massachusetts
$3K – – –
HCM
747
Herndon Capital Management
Georgia
$2K – – –
RWG
748
Regal Wealth Group
California
$2K – – –
PIA
749
Piedmont Investment Advisors
North Carolina
$596 – – –
SBL
750
Sargent Bickham Lagudis
Colorado
$50 +$30 +600 +150%
28 29
30
31 32