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Fiserv
FI

Overview Fund Activity

741 hedge funds and large institutions have $24B invested in Fiserv in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 233 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-17
Holders Change %
-2.24%
% of All Funds
18.5%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
44
Increased
233
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M

Top Buyers

1
LP
Longview Partners
Guernsey
+$132M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$105M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$72.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$47.3M
5
Bank of America
Bank of America
North Carolina
+$42.5M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$104M
2
FPP
Findlay Park Partners
United Kingdom
-$96.7M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$66.8M
4
Millennium Management
Millennium Management
New York
-$58.2M
5
Credit Agricole
Credit Agricole
France
-$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
726
TCI Wealth Advisors
Arizona
$7K – – –
Parallax Volatility Advisers
727
Parallax Volatility Advisers
California
$6K +$6K +90 New
SWA
728
Sutton Wealth Advisors
Florida
$5.16K – – –
HIM
729
Hillsdale Investment Management
Ontario, Canada
$5K -$2.14K -30 -30%
LWM
730
Lenox Wealth Management
Ohio
$5K – – –
FMP
731
Financial Management Professionals
Texas
$5K – – –
TG
732
TLP Group
Illinois
$5K +$5K +76 New
AAP
733
Arax Advisory Partners
Colorado
$4K +$588 +10 +17%
WAP
734
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +60 New
Carson Wealth (CWM LLC)
735
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
WAM
736
Watermark Asset Management
California
$3K – – –
OFW
737
Omnia Family Wealth
Florida
$2K -$4K -48 -67%
TDC
738
Thompson Davis & Co
Virginia
$2K – – –
GEA
739
Glen Eagle Advisors
New Jersey
$1.93K – – –
GWS
740
Glassman Wealth Services
Virginia
$1K – – –
NFG
741
Next Financial Group
Texas
$1K +$1K +20 New
CT
742
Chicago Trust
Illinois
$651 -$10 -150 -1%
Ninety One (UK)
743
Ninety One (UK)
United Kingdom
– -$104M -1,708,122 Closed
SI
744
Sprott Inc
Ontario, Canada
– -$25.7M -419,600 Closed
Citadel Advisors
745
Citadel Advisors
Florida
– -$5.01M -81,888 Closed
CIBC World Market
746
CIBC World Market
Ontario, Canada
– -$3.16M -51,606 Closed
GH
747
GAM Holding
Switzerland
– -$3.15M -51,508 Closed
AC
748
Allstate Corporation
Illinois
– -$3.04M -49,652 Closed
TI
749
Turner Investments
Pennsylvania
– -$2.69M -44,000 Closed
Balyasny Asset Management
750
Balyasny Asset Management
Illinois
– -$2.67M -43,634 Closed
28 29
30
31 32