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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSN
801
D. Scott Neal
Kentucky
$24K – – –
MOS
802
MGO One Seven
Ohio
$22K – – –
TFO
803
Tarbox Family Office
California
$22K – – –
FPFS
804
First Personal Financial Services
North Carolina
$22K – – –
NWM
805
Northwest Wealth Management
Iowa
$22K +$22K +304 New
Qube Research & Technologies (QRT)
806
Qube Research & Technologies (QRT)
United Kingdom
$22K +$22K +319 New
WEC
807
Winslow Evans & Crocker
Massachusetts
$21.1K – – –
CPP
808
Crow Point Partners
Massachusetts
$20K -$295K -4,094 -94%
BBA
809
Braun-Bostich & Associates
Pennsylvania
$20K +$7.63K +106 +62%
PFBT
810
Parkside Financial Bank & Trust
Missouri
$19K – – –
LFA
811
Legacy Financial Advisors
Kentucky
$18K – – –
APP
812
Avantax Planning Partners
Iowa
$17K +$17K +244 New
WA
813
WealthTrust-Arizona
Arizona
$16K -$294 -4 -2%
GWS
814
Glassman Wealth Services
Virginia
$15K – – –
EARNEST Partners
815
EARNEST Partners
Georgia
$15K – – –
ME
816
McIlrath & Eck
Washington
$14K – – –
AWM
817
Aevitas Wealth Management
Massachusetts
$14K – – –
PCP
818
Proficio Capital Partners
Massachusetts
$14K +$577 +8 +4%
FGC
819
Financial Gravity Companies
Texas
$14K +$2.52K +36 +22%
FGAM
820
Financial Gravity Asset Management
Texas
$14K +$14K +200 New
AIL
821
AGF Investments LLC
Ontario, Canada
$14K +$14K +206 New
EFSCE
822
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
PCM
823
Poehling Capital Management
Wisconsin
$12K – – –
WTB
824
Washington Trust Bank
Washington
$12K – – –
CCM
825
Covington Capital Management
California
$11K – – –
31 32
33
34 35