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Fiserv
FI

Overview Fund Activity

991 hedge funds and large institutions have $38.1B invested in Fiserv in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 329 increasing their positions, 396 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+13
Holders Change %
+1.33%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
329
Reduced
396
Closed
60
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$359M
2
Capital International Investors
Capital International Investors
California
+$186M
3
WRF
Waddell & Reed Financial
Kansas
+$183M
4
CG
Carmignac Gestion
France
+$180M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$167M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$189M
3
MC
Maverick Capital
Texas
-$176M
4
Lazard Asset Management
Lazard Asset Management
New York
-$109M
5
Renaissance Technologies
Renaissance Technologies
New York
-$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
776
Raymond James Trust
Florida
$309K -$161K -1,761 -34%
AIL
777
AGF Investments LLC
Ontario, Canada
$309K +$82.4K +904 +36%
CGL
778
Clarius Group LLC
Washington
$304K +$23.2K +254 +8%
DIM
779
DC Investments Management
Virginia
$301K -$333K -3,659 -53%
RWA
780
Ropes Wealth Advisors
Massachusetts
$301K -$203K -2,222 -40%
SC
781
Sepio Capital
Utah
$300K – – –
SBH
782
Segall Bryant & Hamill
Illinois
$297K +$10.3K +113 +4%
BCM
783
Bienville Capital Management
New York
$296K +$296K +3,250 New
GH
784
GAM Holding
Switzerland
$294K – – –
WA
785
WESPAC Advisors
California
$292K -$260K -2,857 -47%
PCMC
786
Paragon Capital Management (Colorado)
Colorado
$292K – – –
FQ
787
First Quadrant
California
$292K – – –
PFP
788
Pinnacle Financial Partners
Tennessee
$292K +$17K +186 +6%
EH
789
Employers Holdings
Nevada
$292K +$292K +3,200 New
HI
790
Horizon Investments
North Carolina
$290K +$70K +767 +32%
CG
791
Cutler Group
California
$288K +$242K +2,660 +532%
HFM
792
Harvest Fund Management
China
$288K +$246K +2,700 +582%
SYBT
793
Stock Yards Bank & Trust
Kentucky
$286K – – –
PP
794
Pegasus Partners
Wisconsin
$286K – – –
SNBOSCI
795
Security National Bank of Sioux City Iowa
Iowa
$283K – – –
1IA
796
1834 Investment Advisors
Wisconsin
$282K – – –
AIM
797
Achmea Investment Management
Netherlands
$278K -$601K -6,605 -68%
FCM
798
Fairbanks Capital Management
California
$275K +$275K +3,021 New
FFBTD
799
First Financial Bank - Trust Division
Ohio
$273K – – –
FNFDCM
800
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$273K – – –
30 31
32
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