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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
751
Greenleaf Trust
Michigan
$100K -$20.9K -292 -17%
BCI
752
Brinker Capital Investments
Pennsylvania
$100K – – –
BBHC
753
Brown Brothers Harriman & Co
New York
$96K -$2.99K -42 -3%
CAPTRUST Financial Advisors
754
CAPTRUST Financial Advisors
North Carolina
$96K +$76.2K +1,082 +384%
WF
755
WealthTrust Fairport
Ohio
$96K +$96K +1,340 New
SIC
756
Salem Investment Counselors
North Carolina
$94K – – –
Carson Wealth (CWM LLC)
757
Carson Wealth (CWM LLC)
Nebraska
$92K +$86.2K +1,212 +1,478%
TF
758
Tompkins Financial
New York
$86K – – –
JFA
759
JNBA Financial Advisors
Minnesota
$79K – – –
PHK
760
Point72 Hong Kong
Hong Kong
$78K +$70.4K +987 +931%
SIAS
761
Shine Investment Advisory Services
Colorado
$74K -$2.86K -40 -4%
FC
762
Ferris Capital
Massachusetts
$74K +$74K +1,038 New
PFGIA
763
Patriot Financial Group Insurance Agency
Massachusetts
$72K – – –
Fuller & Thaler Asset Management
764
Fuller & Thaler Asset Management
California
$71K -$128K -1,800 -64%
SBL
765
Sargent Bickham Lagudis
Colorado
$71K – – –
CPIG
766
Chicago Partners Investment Group
Illinois
$70K +$29.9K +420 +74%
GLI
767
Guardian Life Insurance
New York
$68K -$28.7K -404 -30%
IFAM
768
Institutional & Family Asset Management
Colorado
$68K +$68K +952 New
IP
769
Isthmus Partners
Wisconsin
$64K -$4.28K -60 -6%
HL
770
Harding Loevner
New Jersey
$64K – – –
CIP
771
Convergence Investment Partners
Florida
$61K +$61K +855 New
AF
772
Allworth Financial
California
$59K -$142 -2 -0.2%
QAM
773
QCI Asset Management
New York
$59K – – –
C
774
Cerebellum
California
$56K +$56K +780 New
1832 Asset Management
775
1832 Asset Management
Ontario, Canada
$53K -$35.3K -500 -40%
29 30
31
32 33