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Fiserv
FI

Overview Fund Activity

910 hedge funds and large institutions have $25.3B invested in Fiserv in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 262 increasing their positions, 380 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+21
Holders Change %
+2.36%
% of All Funds
20.31%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
262
Reduced
380
Closed
83
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.4M
3
BlackRock
BlackRock
New York
+$66M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.1M
5
Capital International Investors
Capital International Investors
California
+$61.2M

Top Sellers

1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$92.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
726
Pegasus Partners
Wisconsin
$231K – – –
CWA
727
Clarus Wealth Advisors
Arizona
$228K +$228K +3,098 New
RJT
728
Raymond James Trust
Florida
$224K -$1.47K -20 -0.7%
SBH
729
Segall Bryant & Hamill
Illinois
$224K – – –
PFP
730
Pinnacle Financial Partners
Tennessee
$224K +$26.9K +366 +14%
OPA
731
Old Port Advisors
Maine
$224K +$224K +2,864 New
IIM
732
Ipswich Investment Management
Massachusetts
$224K +$224K +3,050 New
PAMU
733
Pictet Asset Management (UK)
United Kingdom
$223K -$11K -150,129 -5%
FFBTD
734
First Financial Bank - Trust Division
Ohio
$220K – – –
FNFDCM
735
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$220K – – –
TAM
736
Tocqueville Asset Management
New York
$220K – – –
WJA
737
Williams Jones & Associates
New York
$220K – – –
BFO
738
Biltmore Family Office
North Carolina
$220K – – –
AI
739
Atria Investments
North Carolina
$218K -$34.4K -468 -14%
NL
740
NWAM LLC
Washington
$218K -$9.28K -126 -4%
TFS
741
Thoroughbred Financial Services
Tennessee
$217K +$217K +2,959 New
JA
742
JLB & Associates
Michigan
$212K – – –
JWM
743
JGP Wealth Management
Oregon
$212K – – –
EIG
744
Ellenbecker Investment Group
Wisconsin
$210K -$29.4K -400 -12%
LC
745
LCNB Corp
Ohio
$209K -$147 -2 -0.1%
BAM
746
Blueshift Asset Management
New Jersey
$209K +$209K +2,840 New
HIC
747
Holderness Investments Company
North Carolina
$206K – – –
H
748
HoyleCohen
California
$205K +$205K +2,784 New
FHC
749
First Heartland Consultants
Missouri
$205K +$205K +2,785 New
LFAS
750
Level Four Advisory Services
Texas
$203K -$101K -1,382 -33%
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