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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 %
BFO
801
Biltmore Family Office
North Carolina
$273K – – –
KFGK
802
Keystone Financial Group (Kentucky)
Kentucky
$272K – – –
DIA
803
Dana Investment Advisors
Wisconsin
$271K – – –
KeyBank National Association
804
KeyBank National Association
Ohio
$269K +$28.7K +315 +12%
PCM
805
Price Capital Management
Louisiana
$268K +$268K +2,900 New
LBC
806
Lawrence B. Cohen
$267K -$26.5K -290 -9%
WJA
807
Williams Jones & Associates
New York
$263K -$10K -110 -4%
JWM
808
JGP Wealth Management
Oregon
$263K – – –
FMT
809
First Mercantile Trust
Tennessee
$257K -$8.67K -95 -3%
HIC
810
Holderness Investments Company
North Carolina
$255K – – –
CFS
811
CRA Financial Services
New Jersey
$255K +$255K +2,794 New
H
812
HoyleCohen
California
$254K – – –
SSB
813
Sandy Spring Bank
Maryland
$254K +$5.92K +65 +2%
JA
814
JLB & Associates
Michigan
$252K – – –
IAA
815
Independent Advisor Alliance
North Carolina
$251K +$1.37K +15 +0.5%
TCOV
816
Trust Company of Vermont
Vermont
$249K +$55.5K +609 +29%
PP
817
Palladium Partners
Virginia
$247K – – –
FHC
818
First Heartland Consultants
Missouri
$246K -$8.56K -94 -3%
AC
819
Alexandria Capital
Virginia
$246K – – –
PCMC
820
Private Capital Management (Colorado)
Colorado
$246K – – –
WS
821
Wedbush Securities
California
$246K +$24.1K +264 +11%
Brown Advisory
822
Brown Advisory
Maryland
$245K -$1.46M -16,036 -86%
LOAMS
823
Lombard Odier Asset Management (Switzerland)
Switzerland
$244K – – –
NL
824
NWAM LLC
Washington
$242K -$28.1K -308 -10%
CAC
825
Certified Advisory Corp
Florida
$241K +$110K +1,200 +83%
31 32
33
34 35