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Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
801
Gateway Investment Advisers
Ohio
$537K +$10.4K +110 +2%
FSC
802
Full Sail Capital
Oklahoma
$536K +$60K +572 +13%
EFSCE
803
Enterprise Financial Services Corp (EFSC)
Missouri
$534K +$3.7K +39 +0.7%
CIP
804
Chartwell Investment Partners
Pennsylvania
$531K – – –
OMC
805
Old Mission Capital
Illinois
$531K +$531K +5,589 New
AIA
806
Affinity Investment Advisors
California
$522K -$821K -8,641 -61%
RGC
807
Roberts, Glore & Co
Illinois
$519K -$2.37K -25 -0.5%
BFO
808
Boston Family Office
Massachusetts
$519K – – –
PP
809
Prudential plc
United Kingdom
$514K +$72.5K +763 +16%
XM
810
XTX Markets
New York
$514K +$263K +2,763 +104%
EIA
811
Edgemoor Investment Advisors
Maryland
$509K – – –
PTC
812
Private Trust Company
Ohio
$509K +$6.26K +66 +1%
LOAME
813
Lombard Odier Asset Management (Europe)
United Kingdom
$492K -$119K -1,250 -19%
DJSG
814
D.J. St. Germain
Massachusetts
$490K -$20.2K -212 -4%
TF
815
TLWM Financial
Texas
$490K +$2.29K +24 +0.5%
B
816
Barings
North Carolina
$489K +$489K +5,148 New
GVAG
817
Great Valley Advisor Group
Delaware
$478K – – –
KeyBank National Association
818
KeyBank National Association
Ohio
$476K -$79.1K -833 -14%
TNA
819
True North Advisors
Texas
$474K +$474K +5,000 New
PJSIMP
820
P.J. Schmidt Investment Management (PJS)
Wisconsin
$468K -$950 -10 -0.2%
CCA
821
Checchi Capital Advisers
California
$467K -$58.9K -620 -11%
RIM
822
Rampart Investment Management
Connecticut
$465K -$644K -6,779 -58%
MMA
823
Miracle Mile Advisors
California
$465K +$465K +4,896 New
Koshinski Asset Management
824
Koshinski Asset Management
Illinois
$459K +$18.4K +194 +4%
TIA
825
Tiemann Investment Advisors
California
$456K +$9.5K +100 +2%
31 32
33
34 35