FI icon

Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
Diamond Hill Capital Management
776
Diamond Hill Capital Management
Ohio
$594K -$38.5K -405 -6%
IFWM
777
Institute for Wealth Management
Colorado
$591K -$11.7K -123 -2%
IIA
778
ICW Investment Advisors
Arizona
$591K +$19.9K +210 +3%
P
779
Pitcairn
Pennsylvania
$590K -$13.6K -143 -2%
EWM
780
Evermay Wealth Management
Virginia
$588K +$399K +4,206 +212%
MC
781
Moors & Cabot
Massachusetts
$580K -$320K -3,371 -36%
SW
782
SVB Wealth
Massachusetts
$578K -$27.2K -286 -4%
CAM
783
Cresset Asset Management
Illinois
$577K -$62.9K -662 -10%
BFM
784
Boston Financial Management
Massachusetts
$574K – – –
PVH
785
Psagot Value Holdings
Israel
$570K -$300K -3,162 -34%
FC
786
FORA Capital
Florida
$570K -$172K -1,816 -23%
BFO
787
Biltmore Family Office
North Carolina
$570K – – –
JMFC
788
J.M. Forbes & Co
Massachusetts
$568K -$8.56K -90 -1%
AGM
789
Alpine Global Management
New York
$566K +$566K +5,961 New
SPI
790
Santori & Peters Inc
Pennsylvania
$565K -$160K -1,687 -22%
ZB
791
Zions Bancorporation
Utah
$565K -$35K -368 -6%
HIA
792
Harbor Investment Advisory
Maryland
$561K +$8.26K +87 +1%
FNBOO
793
First National Bank of Omaha
Nebraska
$560K +$92.4K +973 +20%
VAS
794
Vestmark Advisory Solutions
Massachusetts
$559K +$559K +5,885 New
SAM
795
Strategy Asset Managers
California
$557K +$557K +5,872 New
MYAM
796
Meiji Yasuda Asset Management
Japan
$552K -$2.54M -26,760 -82%
GC
797
Guardian Capital
Ontario, Canada
$551K +$551K +5,800 New
Man Group
798
Man Group
United Kingdom
$550K -$2.54M -26,754 -82%
CWG
799
C WorldWide Group
Denmark
$545K -$1.47M -15,495 -73%
Federated Hermes
800
Federated Hermes
Pennsylvania
$538K -$114K -1,198 -17%
30 31
32
33 34