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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 %
FIB
726
First Interstate Bank
Montana
$194K – – –
WTC
727
WhitTier Trust Company
Nevada
$177K – – –
JCM
728
Jacobi Capital Management
Pennsylvania
$176K +$83.2K +1,179 +90%
SQA
729
Simon Quick Advisors
New Jersey
$174K +$85.8K +1,200 +97%
MSFP
730
Mark Sheptoff Financial Planning
Connecticut
$169K – – –
SSB
731
Sandy Spring Bank
Maryland
$160K -$28.6K -400 -15%
First Manhattan
732
First Manhattan
New York
$160K -$1.99K -28 -1%
BFEC
733
Benjamin F. Edwards & Company
Missouri
$157K +$143K +2,000 +1,000%
Walleye Trading
734
Walleye Trading
New York
$152K -$727K -10,222 -83%
MDCM
735
Morgan Dempsey Capital Management
Wisconsin
$145K -$10.8K -152 -7%
WG
736
Welch Group
Alabama
$143K – – –
ARMT
737
Amica Retiree Medical Trust
Rhode Island
$139K +$139K +1,950 New
TSW
738
Thompson Siegel & Walmsley
Virginia
$135K – – –
TCOV
739
Trust Company of Vermont
Vermont
$135K – – –
RCAG
740
Rehmann Capital Advisory Group
Michigan
$134K +$134K +1,875 New
CAC
741
Certified Advisory Corp
Florida
$125K +$22.7K +320 +22%
CBT
742
Capital Bank & Trust
California
$123K – – –
SWM
743
SeaCrest Wealth Management
New York
$117K +$31.7K +444 +37%
LGWM
744
Litman Gregory Wealth Management
California
$116K +$116K +1,630 New
BA
745
Ballew Advisors
Mississippi
$114K +$114K +1,600 New
VCM
746
Virtue Capital Management
Tennessee
$113K -$12.1K -170 -10%
PG
747
PEAK6 Group
Illinois
$108K +$108K +1,514 New
DBT
748
Dubuque Bank & Trust
Iowa
$107K -$1.71K -24 -2%
PA
749
Parallel Advisors
California
$107K – – –
SWA
750
Sutton Wealth Advisors
Florida
$102K +$96.1K +1,348 +1,685%
28 29
30
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