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Fiserv
FI

Overview Fund Activity

978 hedge funds and large institutions have $35.6B invested in Fiserv in 2019 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 311 increasing their positions, 393 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+68
Holders Change %
+7.47%
% of All Funds
21.2%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.37%
New
135
Increased
311
Reduced
393
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$741M
2
ECU
Egerton Capital (UK)
United Kingdom
+$568M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$374M
4
MC
Maverick Capital
Texas
+$284M
5
Lazard Asset Management
Lazard Asset Management
New York
+$276M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$162M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$110M
4
Invesco
Invesco
Georgia
-$99.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNBOSCI
776
Security National Bank of Sioux City Iowa
Iowa
$275K -$22.1K -250 -7%
1IA
777
1834 Investment Advisors
Wisconsin
$273K -$52.8K -600 -16%
TFS
778
Thoroughbred Financial Services
Tennessee
$273K +$11.5K +130 +4%
CGL
779
Clarius Group LLC
Washington
$272K +$272K +3,078 New
PFP
780
Pinnacle Financial Partners
Tennessee
$266K -$3K -34 -1%
ACM
781
AlphaCrest Capital Management
New York
$266K +$266K +3,009 New
BFO
782
Biltmore Family Office
North Carolina
$265K – – –
FNFDCM
783
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$265K – – –
WJA
784
Williams Jones & Associates
New York
$265K – – –
BOC
785
Barbara Oil Co
Illinois
$265K +$265K +3,000 New
AW
786
Alpha Windward
Massachusetts
$264K -$23.2K -263 -8%
FFBTD
787
First Financial Bank - Trust Division
Ohio
$264K – – –
DIA
788
Dana Investment Advisors
Wisconsin
$263K -$2.3M -26,057 -90%
KFGK
789
Keystone Financial Group (Kentucky)
Kentucky
$263K +$263K +2,982 New
NL
790
NWAM LLC
Washington
$261K – – –
FMT
791
First Mercantile Trust
Tennessee
$257K -$141K -1,602 -36%
JWM
792
JGP Wealth Management
Oregon
$255K – – –
OPA
793
Old Port Advisors
Maine
$251K -$1.77K -20 -0.7%
HIC
794
Holderness Investments Company
North Carolina
$247K – – –
FHC
795
First Heartland Consultants
Missouri
$247K +$796 +9 +0.3%
H
796
HoyleCohen
California
$246K – – –
JA
797
JLB & Associates
Michigan
$244K -$11K -125 -4%
CIC
798
Carnegie Investment Counsel
Ohio
$242K +$242K +2,741 New
IAA
799
Independent Advisor Alliance
North Carolina
$241K +$241K +2,733 New
SSB
800
Sandy Spring Bank
Maryland
$240K – – –
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32
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