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Fiserv
FI

Overview Fund Activity

880 hedge funds and large institutions have $26.8B invested in Fiserv in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 278 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+20
Holders Change %
+2.33%
% of All Funds
20.17%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
278
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$110M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$99.8M
4
Invesco
Invesco
Georgia
+$71.6M
5
BA
Boston Advisors
Massachusetts
+$27.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$227M
2
LP
Longview Partners
Guernsey
-$207M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
4
GC
Guggenheim Capital
Illinois
-$66.6M
5
Capital World Investors
Capital World Investors
California
-$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
826
Parkside Financial Bank & Trust
Missouri
$20K +$1.22K +17 +6%
QCIG
827
Quad-Cities Investment Group
Iowa
$20K +$20K +272 New
GWS
828
Glassman Wealth Services
Virginia
$16K – – –
PW
829
Price Wealth
Texas
$16K +$9.84K +131 +160%
WA
830
WealthTrust-Arizona
Arizona
$15K -$1.27K -17 -8%
FGAM
831
Financial Gravity Asset Management
Texas
$15K -$873 -11 -6%
EARNEST Partners
832
EARNEST Partners
Georgia
$15K – – –
ME
833
McIlrath & Eck
Washington
$15K – – –
AWM
834
Aevitas Wealth Management
Massachusetts
$15K – – –
EFSCE
835
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$1.85K +25 +14%
BCA
836
Bay Colony Advisors
Massachusetts
$15K +$15K +200 New
PCP
837
Proficio Capital Partners
Massachusetts
$14K – – –
JA
838
JOYN Advisors
Georgia
$14K +$12.4K +171 +777%
Simplex Trading
839
Simplex Trading
Illinois
$14K +$14K +202 New
PCM
840
Poehling Capital Management
Wisconsin
$13K – – –
WTB
841
Washington Trust Bank
Washington
$12K – – –
CF
842
Centaurus Financial
California
$12K +$12K +162 New
WPA
843
West Paces Advisors
Georgia
$11.1K – – –
GFP
844
Gryphon Financial Partners
Ohio
$11K – – –
CCM
845
Covington Capital Management
California
$11K – – –
TL
846
TrueWealth LLC
Georgia
$11K – – –
PSC
847
Prentiss Smith & Co
Vermont
$11K – – –
AA
848
Apriem Advisors
California
$11K +$11K +150 New
CB
849
Community Bank
New York
$10K – – –
AS
850
Altshuler Shaham
Israel
$9K -$5.03K -234 -36%
32 33
34
35 36