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Fiserv
FI

Overview Fund Activity

889 hedge funds and large institutions have $29.1B invested in Fiserv in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 275 increasing their positions, 374 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
20.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
65
Increased
275
Reduced
374
Closed
49
Calls
$29.5M
Puts
$20.8M
Net Calls
+$8.7M
Net Calls Change
+$14.8M

Top Buyers

1
SIG
Senator Investment Group
New York
+$148M
2
Capital International Investors
Capital International Investors
California
+$145M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$113M
4
State Street
State Street
Massachusetts
+$62.3M
5
CAM
Close Asset Management
United Kingdom
+$53.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
LP
Longview Partners
Guernsey
-$217M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$120M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$55.2M
5
Capital World Investors
Capital World Investors
California
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
726
Tocqueville Asset Management
New York
$247K – – –
BFO
727
Biltmore Family Office
North Carolina
$247K – – –
WJA
728
Williams Jones & Associates
New York
$247K +$19.8K +240 +9%
I
729
IberiaBank
Louisiana
$239K +$239K +2,905 New
JWM
730
JGP Wealth Management
Oregon
$238K – – –
JA
731
JLB & Associates
Michigan
$238K – – –
LC
732
LCNB Corp
Ohio
$234K – – –
HIC
733
Holderness Investments Company
North Carolina
$231K – – –
ONB
734
Old National Bancorp
Indiana
$227K -$1.07K -13 -0.5%
PP
735
Palladium Partners
Virginia
$225K – – –
VCM
736
Virtue Capital Management
Tennessee
$224K +$224K +2,716 New
CT
737
Coastline Trust
Rhode Island
$222K -$9.9K -120 -4%
MWM
738
Mission Wealth Management
California
$222K – – –
YIA
739
YHB Investment Advisors
Connecticut
$222K +$222K +2,690 New
LOAMS
740
Lombard Odier Asset Management (Switzerland)
Switzerland
$221K +$221K +2,680 New
PFP
741
Pinnacle Financial Partners
Tennessee
$221K +$221K +2,680 New
FIB
742
First Interstate Bank
Montana
$220K – – –
SCA
743
Snowden Capital Advisors
New York
$219K +$219K +2,659 New
FNT
744
First National Trust
Pennsylvania
$219K -$9.06K -110 -4%
BDF
745
Balasa Dinverno & Foltz
$217K +$217K +2,634 New
IAA
746
Independent Advisor Alliance
North Carolina
$216K +$216K +2,655 New
CL
747
CPWM LLC
Washington
$215K +$215K +2,610 New
MHC
748
Meyer Handelman Company
New York
$214K +$214K +2,600 New
SSB
749
Sandy Spring Bank
Maryland
$212K +$30.8K +374 +17%
WS
750
Wedbush Securities
California
$209K +$209K +2,532 New
28 29
30
31 32