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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 %
PP
801
Palladium Partners
Virginia
$239K -$1.76K -20 -0.7%
AC
802
Alexandria Capital
Virginia
$238K -$3K -34 -1%
PCMC
803
Private Capital Management (Colorado)
Colorado
$238K +$238K +2,700 New
LOAMS
804
Lombard Odier Asset Management (Switzerland)
Switzerland
$237K +$237K +2,680 New
GC
805
Gilbert & Cook
Iowa
$236K +$236K +2,678 New
KeyBank National Association
806
KeyBank National Association
Ohio
$233K -$67K -758 -22%
BDF
807
Balasa Dinverno & Foltz
$233K +$233K +2,634 New
HW
808
Hancock Whitney
Mississippi
$230K -$15.6M -176,741 -99%
CL
809
CPWM LLC
Washington
$229K +$229K +2,589 New
FIB
810
First Interstate Bank
Montana
$228K +$4.77K +54 +2%
GIM
811
Greenwich Investment Management
Connecticut
$226K -$113K -1,283 -33%
CCM
812
Carlson Capital Management
Minnesota
$226K +$226K +2,560 New
SCA
813
Snowden Capital Advisors
New York
$225K +$225K +2,550 New
WTC
814
WhitTier Trust Company
Nevada
$224K – – –
MHC
815
Meyer Handelman Company
New York
$224K +$224K +2,600 New
FAAS
816
First Allied Advisory Services
California
$223K +$223K +2,484 New
RTS
817
Round Table Services
New Jersey
$222K +$222K +2,519 New
SWA
818
Stratos Wealth Advisors
Ohio
$221K +$221K +2,500 New
CT
819
Coastline Trust
Rhode Island
$221K +$221K +2,510 New
AIL
820
AGF Investments LLC
Ontario, Canada
$219K +$64.5K +732 +42%
NA
821
NewEdge Advisors
Louisiana
$216K +$216K +2,450 New
Canada Pension Plan Investment Board
822
Canada Pension Plan Investment Board
Ontario, Canada
$215K +$205K +2,322 +2,111%
WS
823
Wedbush Securities
California
$215K +$215K +2,430 New
JCM
824
Janney Capital Management
Pennsylvania
$215K +$215K +2,440 New
HI
825
Horizon Investments
North Carolina
$213K -$2.67M -30,157 -93%
31 32
33
34 35