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Fiserv
FI

Overview Fund Activity

1,224 hedge funds and large institutions have $72.6B invested in Fiserv in 2019 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 393 increasing their positions, 493 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+97
Holders Change %
+8.61%
% of All Funds
24.17%
Holding in Top 10
106
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.95%
% of All Funds
2.09%
New
175
Increased
393
Reduced
493
Closed
62
Calls
$195M
Puts
$141M
Net Calls
+$54.6M
Net Calls Change
+$48.1M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$280M
2
BI
BlueSpruce Investments
Illinois
+$222M
3
Capital World Investors
Capital World Investors
California
+$174M
4
UIM
USS Investment Management
United Kingdom
+$126M
5
FAM
Fred Alger Management
New York
+$110M

Top Sellers

1
Invesco
Invesco
Georgia
-$674M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$194M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$145M
4
BlackRock
BlackRock
New York
-$130M
5
GCM
Glenview Capital Management
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
726
Orrstown Financial Services
Pennsylvania
$1.02M -$82.4K -696 -8%
GIM
727
Goelzer Investment Management
Indiana
$998K -$90.4K -782 -8%
HMS
728
Hanseatic Management Services
New Mexico
$987K -$693 -6 -0.1%
AIIMS
729
Analyst IMS Investment Management Services
Israel
$985K +$488K +4,220 +98%
WI
730
Wintrust Investments
Illinois
$983K -$996K -8,608 -50%
SWP
731
Stratos Wealth Partners
Ohio
$982K +$33.3K +288 +4%
NB
732
NBT Bank
New York
$972K -$25.9K -224 -3%
KWM
733
Kingsview Wealth Management
Oregon
$968K – – –
IRF
734
IBM Retirement Fund
New York
$962K -$40.6K -351 -4%
SHGA
735
Sand Hill Global Advisors
California
$959K +$71.5K +618 +8%
GIP
736
Granite Investment Partners
California
$958K +$579K +5,005 +153%
BRWA
737
B. Riley Wealth Advisors
Florida
$947K -$2.05M -17,675 -68%
MGIM
738
M&G Investment Management
United Kingdom
$945K +$945K +8,143 New
TAM
739
Townsend Asset Management
North Carolina
$939K +$939K +8,124 New
MERSOM
740
Municipal Employees' Retirement System of Michigan
Michigan
$935K +$10.4K +90 +1%
BCAM
741
Boston Common Asset Management
Massachusetts
$931K -$91.4K -790 -9%
PAS
742
Park Avenue Securities
New York
$926K +$137K +1,181 +17%
SIM
743
Sadoff Investment Management
Wisconsin
$922K -$57.8K -500 -6%
SI
744
Stephens Inc
Arkansas
$914K -$1.12M -9,686 -55%
V
745
VeraBank
Texas
$912K – – –
CI
746
Conning Inc
Connecticut
$907K -$20.8K -180 -2%
FC
747
FORA Capital
Florida
$904K +$904K +7,818 New
HAG
748
HighPoint Advisor Group
Illinois
$895K -$68.6K -7,462 -7%
SBIA
749
Sheaff Brock Investment Advisors
Indiana
$893K +$11.6K +100 +1%
SPI
750
Santori & Peters Inc
Pennsylvania
$882K +$882K +7,636 New
28 29
30
31 32