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Fiserv
FI

Overview Fund Activity

889 hedge funds and large institutions have $29.1B invested in Fiserv in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 275 increasing their positions, 374 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
20.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
65
Increased
275
Reduced
374
Closed
49
Calls
$29.5M
Puts
$20.8M
Net Calls
+$8.7M
Net Calls Change
+$14.8M

Top Buyers

1
SIG
Senator Investment Group
New York
+$148M
2
Capital International Investors
Capital International Investors
California
+$145M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$113M
4
State Street
State Street
Massachusetts
+$62.3M
5
CAM
Close Asset Management
United Kingdom
+$53.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
LP
Longview Partners
Guernsey
-$217M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$120M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$55.2M
5
Capital World Investors
Capital World Investors
California
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
801
Measured Wealth Private Client Group
New Hampshire
$71K +$71K +895 New
QAM
802
QCI Asset Management
New York
$68K – – –
AF
803
Allworth Financial
California
$68K – – –
HIIFS
804
Harel Insurance Investments & Financial Services
Israel
$66K +$66K +797 New
RFA
805
Reilly Financial Advisors
California
$65K +$33K +400 +103%
CAW
806
Cornerstone Advisors (Washington)
Washington
$63K – – –
QCG
807
Quadrant Capital Group
Ohio
$63K – – –
CFA
808
Carroll Financial Associates
North Carolina
$62K – – –
1832 Asset Management
809
1832 Asset Management
Ontario, Canada
$62K – – –
VCM
810
Versant Capital Management
Arizona
$60K -$409 -5 -0.7%
GRP
811
Global Retirement Partners
California
$60K – – –
ADL
812
Asset Dedication LLC
California
$58K -$83 -1 -0.1%
OIA
813
Optimum Investment Advisors
Illinois
$58K – – –
PO
814
Private Ocean
California
$52K – – –
AIL
815
AGF Investments LLC
Ontario, Canada
$49K +$5.99K +74 +14%
SFSIG
816
San Francisco Sentry Investment Group
California
$45K +$10.3K +125 +30%
CPIG
817
Chicago Partners Investment Group
Illinois
$44K – – –
HFM
818
Harvest Fund Management
China
$42K +$42K +508 New
NSB
819
Norway Savings Bank
Maine
$41K – – –
AWM
820
Avondale Wealth Management
Texas
$41K – – –
GAM
821
Gemmer Asset Management
California
$36K – – –
CAM
822
CenterStar Asset Management
Illinois
$36K – – –
M
823
MOTCO
Texas
$33K – – –
Rockefeller Capital Management
824
Rockefeller Capital Management
New York
$33K – – –
PCG
825
Private Capital Group
Connecticut
$32K – – –
31 32
33
34 35