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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 %
BBHC
776
Brown Brothers Harriman & Co
New York
$120K +$2.65K +32 +2%
Walleye Trading
777
Walleye Trading
New York
$119K -$969K -11,771 -89%
BCI
778
Brinker Capital Investments
Pennsylvania
$119K +$4.1K +50 +4%
SIM
779
Sonora Investment Management
Arizona
$118K – – –
SWA
780
Sutton Wealth Advisors
Florida
$118K – – –
SIC
781
Salem Investment Counselors
North Carolina
$110K – – –
CAPTRUST Financial Advisors
782
CAPTRUST Financial Advisors
North Carolina
$109K +$9.36K +114 +9%
SQA
783
Simon Quick Advisors
New Jersey
$102K – – –
WF
784
WealthTrust Fairport
Ohio
$94K -$8.25K -100 -8%
GLI
785
Guardian Life Insurance
New York
$94K +$905 +11 +1%
SLF
786
Sun Life Financial
Ontario, Canada
$92K +$413 +5 +0.5%
SIAS
787
Shine Investment Advisory Services
Colorado
$91K -$2.55K -31 -3%
FHB
788
First Hawaiian Bank
Hawaii
$88K +$88K +1,072 New
BCWM
789
Bartlett & Co Wealth Management
Ohio
$86.5K +$86.5K +1,050 New
TF
790
Tompkins Financial
New York
$86K -$12.9K -156 -13%
BC
791
Bartlett & Co
Ohio
$86K +$86K +1,050 New
PFGIA
792
Patriot Financial Group Insurance Agency
Massachusetts
$84K – – –
FC
793
Ferris Capital
Massachusetts
$82K -$3.12K -38 -4%
SBL
794
Sargent Bickham Lagudis
Colorado
$82K – – –
KA
795
Kaizen Advisory
Illinois
$81K – – –
IFAM
796
Institutional & Family Asset Management
Colorado
$78K – – –
BWM
797
BerganKDV Wealth Management
Minnesota
$76K – – –
HL
798
Harding Loevner
New Jersey
$74K – – –
IP
799
Isthmus Partners
Wisconsin
$74K – – –
AAM
800
Advisors Asset Management
Colorado
$73K -$181K -2,213 -71%
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