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Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
726
Goelzer Investment Management
Indiana
$753K -$66.5K -700 -8%
WT
727
Washington Trust
Rhode Island
$750K +$750K +7,897 New
IIM
728
Intact Investment Management
Quebec, Canada
$741K +$266K +2,800 +56%
V
729
VeraBank
Texas
$740K -$9.51K -100 -1%
LWS
730
Lucia Wealth Services
California
$729K +$729K +7,676 New
HIIFS
731
Harel Insurance Investments & Financial Services
Israel
$726K -$174K -1,834 -19%
SL
732
Stevard LLC
Illinois
$722K – – –
WT
733
Whittier Trust
California
$719K -$193K -2,030 -21%
CM
734
Castleark Management
Illinois
$712K -$133K -1,400 -16%
Cetera Investment Advisers
735
Cetera Investment Advisers
Illinois
$712K -$129K -1,357 -15%
CHC
736
City Holding Co
West Virginia
$712K +$428K +4,504 +150%
HSA
737
HBK Sorce Advisory
Pennsylvania
$710K +$32.6K +343 +5%
WS
738
Wedbush Securities
California
$706K +$39.8K +419 +6%
AI
739
AdvisorShares Investments
Maryland
$702K -$593K -6,245 -46%
MGIM
740
M&G Investment Management
United Kingdom
$695K -$78.7K -828 -10%
TFS
741
Thoroughbred Financial Services
Tennessee
$692K +$262K +2,757 +61%
PNC
742
Park National Corp
Ohio
$687K -$296K -3,122 -30%
RJT
743
Raymond James Trust
Florida
$680K +$73.6K +775 +12%
FHA
744
Flagship Harbor Advisors
Massachusetts
$679K +$40K +421 +6%
SBIA
745
Sheaff Brock Investment Advisors
Indiana
$677K -$57K -600 -8%
DC
746
Davenport & Co
Virginia
$672K +$56.3K +592 +9%
ANRIA
747
American National Registered Investment Advisor
Texas
$660K +$660K +6,952 New
SCM
748
Southport Capital Management
Tennessee
$657K -$43.2K -455 -6%
AA
749
ALPS Advisors
Colorado
$657K +$32K +337 +5%
MF
750
Magnetar Financial
Illinois
$657K +$657K +6,915 New
28 29
30
31 32