FI icon

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 %
CAW
776
Cornerstone Advisors (Washington)
Washington
$53K – – –
QCG
777
Quadrant Capital Group
Ohio
$53K +$2K +32 +4%
VCM
778
Versant Capital Management
Arizona
$52K – – –
GRP
779
Global Retirement Partners
California
$52K +$47K +656 +937%
CG
780
Cutler Group
California
$51K -$28.3K -400 -36%
ADL
781
Asset Dedication LLC
California
$50K – – –
CFA
782
Carroll Financial Associates
North Carolina
$47K +$4.69K +66 +11%
PO
783
Private Ocean
California
$45K +$45K +636 New
OIA
784
Optimum Investment Advisors
Illinois
$43K +$43K +600 New
IWM
785
IHT Wealth Management
Illinois
$42K -$119K -1,700 -74%
NSB
786
Norway Savings Bank
Maine
$38K -$1.43K -20 -4%
IA
787
IFP Advisors
Florida
$37K -$37K -282 -50%
AWM
788
Avondale Wealth Management
Texas
$35K – – –
GAM
789
Gemmer Asset Management
California
$31K – – –
MPPLM
790
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$31K +$27.5K +387 +774%
JAM
791
Jolley Asset Management
North Carolina
$31K +$31K +436 New
SFSIG
792
San Francisco Sentry Investment Group
California
$30K – – –
PCG
793
Private Capital Group
Connecticut
$29K -$144 -2 -0.5%
NCM
794
Nelson Capital Management
California
$29K – – –
M
795
MOTCO
Texas
$29K – – –
KA
796
Kaizen Advisory
Illinois
$29K – – –
RFA
797
Reilly Financial Advisors
California
$28K +$28K +388 New
DWA
798
Divergent Wealth Advisors
Utah
$28K +$28K +396 New
AS
799
Altshuler Shaham
Israel
$26K +$14.5K +363 +125%
WOC
800
West Oak Capital
California
$25K – – –
30 31
32
33 34