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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 %
SCP
751
Shorepoint Capital Partners
Massachusetts
$656K -$52.1K -549 -7%
S
752
SignatureFD
Georgia
$654K +$45.7K +481 +8%
PGFC
753
Peapack-Gladstone Financial Corp
New Jersey
$647K -$760 -8 -0.1%
CF
754
Copperwynd Financial
Arizona
$645K -$70.4K -741 -10%
ECM
755
ETrade Capital Management
Virginia
$641K +$247K +2,603 +63%
AIC
756
Ameritas Investment Company
Nebraska
$639K +$11.9K +125 +2%
LCM
757
LVM Capital Management
Michigan
$636K -$759 -8 -0.1%
SC
758
Scotia Capital
Ontario, Canada
$636K +$158K +1,661 +33%
SAM
759
Silvercrest Asset Management
New York
$636K +$304K +3,200 +92%
CAN
760
Cetera Advisor Networks
California
$635K +$37.3K +393 +6%
HI
761
Horizon Investments
North Carolina
$634K -$884K -9,297 -58%
CIM
762
Contravisory Investment Management
Massachusetts
$634K +$125K +1,310 +24%
GD
763
Grandfield & Dodd
New York
$633K +$6.08K +64 +1%
WB
764
WesBanco Bank
West Virginia
$625K – – –
FMT
765
First Mercantile Trust
Tennessee
$623K -$7.12K -75 -1%
APA
766
American Portfolios Advisors
New York
$621K +$8.93K +94 +1%
FAAS
767
First Allied Advisory Services
California
$618K -$73.2K -770 -11%
BUB
768
BBVA USA Bancshares
Texas
$611K -$34.9K -367 -5%
JHCP
769
Jackson Hole Capital Partners
Oklahoma
$607K -$4.27K -45 -0.7%
PCM
770
Parsons Capital Management
Rhode Island
$607K – – –
SC
771
Savant Capital
Illinois
$604K +$132K +1,388 +28%
NHC
772
Nicholas Hoffman & Company
Georgia
$604K +$604K +6,356 New
LS
773
Livforsakringsbolaget Skandia
Sweden
$600K +$190K +2,000 +46%
OWA
774
Outlook Wealth Advisors
Texas
$600K +$600K +6,317 New
BWM
775
Buckley Wealth Management
Nevada
$599K -$25.2K -265 -4%
29 30
31
32 33