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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 %
WTC
751
WhitTier Trust Company
Nevada
$205K – – –
QC
752
QCM Cayman
Texas
$204K +$204K +2,482 New
JCM
753
Janney Capital Management
Pennsylvania
$201K +$201K +2,440 New
MSFP
754
Mark Sheptoff Financial Planning
Connecticut
$196K – – –
BFEC
755
Benjamin F. Edwards & Company
Missouri
$194K – – –
First Manhattan
756
First Manhattan
New York
$185K – – –
TCOV
757
Trust Company of Vermont
Vermont
$184K – – –
BBA
758
Braun-Bostich & Associates
Pennsylvania
$176K +$35.3K +430 +25%
PI
759
PEAK6 Investments
Illinois
$172K +$172K +2,086 New
ARMT
760
Amica Retiree Medical Trust
Rhode Island
$161K – – –
TSW
761
Thompson Siegel & Walmsley
Virginia
$156K – – –
AIM
762
ARK Investment Management
Florida
$154K -$140K -1,705 -48%
Carson Wealth (CWM LLC)
763
Carson Wealth (CWM LLC)
Nebraska
$154K +$47.5K +577 +45%
MDCM
764
Morgan Dempsey Capital Management
Wisconsin
$148K – – –
CAC
765
Certified Advisory Corp
Florida
$145K – – –
RCAG
766
Rehmann Capital Advisory Group
Michigan
$145K +$4.28K +52 +3%
CBT
767
Capital Bank & Trust
California
$143K – – –
TPWA
768
TRUE Private Wealth Advisors
Oregon
$143K +$143K +1,732 New
PCM
769
Prelude Capital Management
New York
$142K -$130K -1,569 -48%
EDRH
770
Edmond de Rothschild Holding
Switzerland
$139K -$80.5K -978 -37%
SWM
771
SeaCrest Wealth Management
New York
$139K – – –
PA
772
Parallel Advisors
California
$130K – – –
CPH
773
C Partners Holding
Switzerland
$129K -$126K -1,523 -49%
BA
774
Ballew Advisors
Mississippi
$125K – – –
DBT
775
Dubuque Bank & Trust
Iowa
$124K – – –
29 30
31
32 33