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Fiserv
FI

Overview Fund Activity

880 hedge funds and large institutions have $26.8B invested in Fiserv in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 278 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+20
Holders Change %
+2.33%
% of All Funds
20.17%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
278
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$110M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$99.8M
4
Invesco
Invesco
Georgia
+$71.6M
5
BA
Boston Advisors
Massachusetts
+$27.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$227M
2
LP
Longview Partners
Guernsey
-$207M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
4
GC
Guggenheim Capital
Illinois
-$66.6M
5
Capital World Investors
Capital World Investors
California
-$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
726
Biltmore Family Office
North Carolina
$222K -$222K -3,000 -50%
FFBTD
727
First Financial Bank - Trust Division
Ohio
$222K -$31.5K -425 -12%
TAM
728
Tocqueville Asset Management
New York
$222K – – –
FNFDCM
729
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$222K +$222K +3,000 New
MIH
730
Meitav Investment House
Israel
$215K +$215K +2,910 New
JA
731
JLB & Associates
Michigan
$214K – – –
JWM
732
JGP Wealth Management
Oregon
$214K +$214K +2,884 New
LC
733
LCNB Corp
Ohio
$211K -$78K -1,050 -27%
CT
734
Coastline Trust
Rhode Island
$209K – – –
FHC
735
First Heartland Consultants
Missouri
$208K +$208K +2,812 New
1IA
736
1834 Investment Advisors
Wisconsin
$207K – – –
HIC
737
Holderness Investments Company
North Carolina
$207K +$207K +2,800 New
FNT
738
First National Trust
Pennsylvania
$205K -$57K -770 -22%
ONB
739
Old National Bancorp
Indiana
$205K +$205K +2,766 New
WJA
740
Williams Jones & Associates
New York
$204K -$25.7K -348 -11%
BHWM
741
Bar Harbor Wealth Management
New Hampshire
$202K -$45.4K -612 -18%
PP
742
Palladium Partners
Virginia
$202K +$202K +2,730 New
MWM
743
Mission Wealth Management
California
$200K +$200K +2,696 New
EDRH
744
Edmond de Rothschild Holding
Switzerland
$198K -$12.5K -168 -6%
FIB
745
First Interstate Bank
Montana
$198K -$3.33K -45 -2%
WTC
746
WhitTier Trust Company
Nevada
$184K – – –
MSFP
747
Mark Sheptoff Financial Planning
Connecticut
$176K – – –
BFEC
748
Benjamin F. Edwards & Company
Missouri
$174K +$11.1K +150 +7%
First Manhattan
749
First Manhattan
New York
$166K – – –
TCOV
750
Trust Company of Vermont
Vermont
$165K +$24.6K +332 +17%
28 29
30
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