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Fiserv
FI

Overview Fund Activity

860 hedge funds and large institutions have $26.1B invested in Fiserv in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 396 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+22
Holders Change %
+2.63%
% of All Funds
19.74%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
81
Increased
244
Reduced
396
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$196M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$138M
3
KCM
Kensico Capital Management
Connecticut
+$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
5
Capital World Investors
Capital World Investors
California
+$77.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$401M
2
LP
Longview Partners
Guernsey
-$232M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$202M
4
State Street
State Street
Massachusetts
-$50.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
826
Covington Capital Management
California
$11K – – –
MYIA
827
Mount Yale Investment Advisors
Colorado
$11K +$11K +156 New
WPA
828
West Paces Advisors
Georgia
$10.7K – – –
TL
829
TrueWealth LLC
Georgia
$10K – – –
GFP
830
Gryphon Financial Partners
Ohio
$10K – – –
BFC
831
Bedel Financial Consulting
Indiana
$10K +$10K +136 New
CHP
832
Cable Hill Partners
Oregon
$9K -$9K -122 -50%
HWM
833
Holloway Wealth Management
Florida
$9K -$8K – –
CB
834
Community Bank
New York
$9K – – –
CCM
835
Cribstone Capital Management
Maine
$8K -$777K -10,484 -99%
OFS
836
Orrstown Financial Services
Pennsylvania
$8K – – –
TWA
837
TCI Wealth Advisors
Arizona
$8K – – –
MGIA
838
Moneta Group Investment Advisors
Missouri
$7K +$6.58K +94 +1,567%
CIA
839
Covington Investment Advisors
Pennsylvania
$6.7K +$46 +645 +0.7%
PW
840
Price Wealth
Texas
$6K -$6K -82 -50%
WAP
841
Wealthcare Advisory Partners
Pennsylvania
$6K -$450 -6 -7%
Canada Pension Plan Investment Board
842
Canada Pension Plan Investment Board
Ontario, Canada
$6K – – –
FMP
843
Financial Management Professionals
Texas
$6K – – –
AAP
844
Arax Advisory Partners
Colorado
$6K +$1.31K +19 +28%
TRCT
845
Tower Research Capital (TRC)
New York
$5K -$891K -12,289 -99%
LWM
846
Lenox Wealth Management
Ohio
$5K – – –
AWA
847
Acorn Wealth Advisors
Michigan
$4K – – –
FMA
848
FNY Managed Accounts
New York
$4K +$4K +70 New
Nomura Holdings
849
Nomura Holdings
Japan
$3.75K +$779 +10,941 +26%
HIM
850
Hillsdale Investment Management
Ontario, Canada
$3K -$2.25K -30 -43%
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