FI icon

Fiserv
FI

Overview Fund Activity

1,224 hedge funds and large institutions have $72.6B invested in Fiserv in 2019 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 393 increasing their positions, 493 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+97
Holders Change %
+8.61%
% of All Funds
24.17%
Holding in Top 10
106
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.95%
% of All Funds
2.09%
New
175
Increased
393
Reduced
493
Closed
62
Calls
$195M
Puts
$141M
Net Calls
+$54.6M
Net Calls Change
+$48.1M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$280M
2
BI
BlueSpruce Investments
Illinois
+$222M
3
Capital World Investors
Capital World Investors
California
+$174M
4
UIM
USS Investment Management
United Kingdom
+$126M
5
FAM
Fred Alger Management
New York
+$110M

Top Sellers

1
Invesco
Invesco
Georgia
-$674M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$194M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$145M
4
BlackRock
BlackRock
New York
-$130M
5
GCM
Glenview Capital Management
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
801
ICW Investment Advisors
Arizona
$695K +$695K +6,013 New
BFO
802
Biltmore Family Office
North Carolina
$694K – – –
MWM
803
Minot Wealth Management
Massachusetts
$677K +$677K +5,544 New
KeyBank National Association
804
KeyBank National Association
Ohio
$676K +$164K +1,414 +32%
HIA
805
Harbor Investment Advisory
Maryland
$673K +$673K +5,822 New
GCP
806
GSA Capital Partners
United Kingdom
$652K +$652K +5,639 New
EFSCE
807
Enterprise Financial Services Corp (EFSC)
Missouri
$646K – – –
CIP
808
Chartwell Investment Partners
Pennsylvania
$646K +$646K +5,589 New
GIA
809
Gateway Investment Advisers
Ohio
$642K -$61.6K -532 -9%
CCA
810
Checchi Capital Advisers
California
$640K -$15.2K -131 -2%
BOM
811
Bank of Marin
California
$640K +$640K +5,536 New
VWM
812
Valley Wealth Managers
New Jersey
$638K -$315K -2,719 -33%
RGC
813
Roberts, Glore & Co
Illinois
$635K -$4.51K -39 -0.7%
GC
814
Grace Capital
Massachusetts
$635K +$4.62K +40 +0.7%
BFO
815
Boston Family Office
Massachusetts
$632K -$23.1K -200 -4%
NFG
816
Next Financial Group
Texas
$630K -$112K -968 -15%
CIM
817
Contravisory Investment Management
Massachusetts
$620K -$2.2K -19 -0.4%
DJSG
818
D.J. St. Germain
Massachusetts
$620K – – –
EIA
819
Edgemoor Investment Advisors
Maryland
$619K -$191K -1,654 -24%
PTC
820
Private Trust Company
Ohio
$612K +$612K +5,300 New
TF
821
TLWM Financial
Texas
$593K -$6.61K -57 -1%
CTC
822
Central Trust Company
Missouri
$588K – – –
SC
823
Scotia Capital
Ontario, Canada
$583K +$91.3K +789 +19%
GVAG
824
Great Valley Advisor Group
Delaware
$582K – – –
IIM
825
Intact Investment Management
Quebec, Canada
$578K +$578K +5,000 New
31 32
33
34 35