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Fiserv
FI

Overview Fund Activity

910 hedge funds and large institutions have $25.3B invested in Fiserv in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 262 increasing their positions, 380 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+21
Holders Change %
+2.36%
% of All Funds
20.31%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
262
Reduced
380
Closed
83
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.4M
3
BlackRock
BlackRock
New York
+$66M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.1M
5
Capital International Investors
Capital International Investors
California
+$61.2M

Top Sellers

1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$92.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
776
Certified Advisory Corp
Florida
$129K – – –
AIL
777
AGF Investments LLC
Ontario, Canada
$129K +$84.5K +1,147 +190%
CBT
778
Capital Bank & Trust
California
$127K – – –
RCAG
779
Rehmann Capital Advisory Group
Michigan
$127K -$2.65K -36 -2%
PA
780
Parallel Advisors
California
$125K +$8.67K +118 +7%
SG Americas Securities
781
SG Americas Securities
New York
$118K -$4.39M -59,773 -97%
PFO
782
Pathstone Family Office
New Jersey
$113K +$113K +1,536 New
DBT
783
Dubuque Bank & Trust
Iowa
$110K – – –
BCI
784
Brinker Capital Investments
Pennsylvania
$107K – – –
CAPTRUST Financial Advisors
785
CAPTRUST Financial Advisors
North Carolina
$106K +$8.11K +110 +8%
SIM
786
Sonora Investment Management
Arizona
$105K – – –
CA
787
Claro Advisors
Massachusetts
$105K +$105K +1,276 New
SWA
788
Sutton Wealth Advisors
Florida
$105K – – –
FHB
789
First Hawaiian Bank
Hawaii
$104K +$25.2K +342 +32%
IA
790
IFP Advisors
Florida
$98K -$123K -1,678 -56%
Twin Tree Management
791
Twin Tree Management
Texas
$89K +$89K +1,216 New
SQA
792
Simon Quick Advisors
New Jersey
$88K -$2.49K -34 -3%
SWM
793
SeaCrest Wealth Management
New York
$86K -$38K -518 -31%
GLI
794
Guardian Life Insurance
New York
$84K +$293 +4 +0.3%
TRCT
795
Tower Research Capital (TRC)
New York
$84K +$84K +1,152 New
SLF
796
Sun Life Financial
Ontario, Canada
$82K -$74 -1 -0.1%
KA
797
Kaizen Advisory
Illinois
$82K +$9.88K +135 +14%
JFA
798
JNBA Financial Advisors
Minnesota
$82K +$82K +1,114 New
SIAS
799
Shine Investment Advisory Services
Colorado
$81K -$665 -9 -0.8%
BCWM
800
Bartlett & Co Wealth Management
Ohio
$77.2K – – –
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