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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 %
TWA
726
TCI Wealth Advisors
Arizona
$6K – – –
CIM
727
Contravisory Investment Management
Massachusetts
$6K +$6K +112 New
PRS
728
Pinkerton Retirement Specialists
Idaho
$5K -$1.02K -20 -17%
KF
729
Krilogy Financial
Missouri
$5K +$5K +98 New
IWM
730
IHT Wealth Management
Illinois
$5K +$5K +100 New
CAL
731
Capital Advisors Ltd
Ohio
$5K +$5K +102 New
SWA
732
Sutton Wealth Advisors
Florida
$4.25K – – –
FMP
733
Financial Management Professionals
Texas
$4K – – –
PCP
734
Proficio Capital Partners
Massachusetts
$4K – – –
OFW
735
Omnia Family Wealth
Florida
$4K +$4K +72 New
HR
736
Howe & Rusling
New York
$4K +$4K +82 New
Canada Pension Plan Investment Board
737
Canada Pension Plan Investment Board
Ontario, Canada
$3K -$2.95M -51,048 -100%
AAP
738
Arax Advisory Partners
Colorado
$3K +$3K +58 New
RWG
739
Regal Wealth Group
California
$2K – – –
VIA
740
Vantage Investment Advisors
Pennsylvania
$2K +$2K +44 New
GEA
741
Glen Eagle Advisors
New Jersey
$1.59K +$1.59K +30 New
LS
742
Livforsakringsbolaget Skandia
Sweden
$1.55K -$1.75K -32,836 -53%
TDC
743
Thompson Davis & Co
Virginia
$1K -$4.39K -114 -81%
GVT
744
Genesee Valley Trust
New York
$481 -$5 -90 -1%
PK
745
Pflug Koory
Nebraska
$239 +$239 +4,500 New
SLF
746
Sun Life Financial
Ontario, Canada
$117 +$117 +24 New
AAMU
747
Amundi Asset Management US
Massachusetts
– -$58.8M -1,183,140 Closed
Citadel Advisors
748
Citadel Advisors
Florida
– -$49.3M -990,800 Closed
MTB
749
Mizuho Trust & Banking
Japan
– -$36.8M -740,126 Closed
Renaissance Technologies
750
Renaissance Technologies
New York
– -$29.3M -589,008 Closed
28 29
30
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