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Fiserv
FI

Overview Fund Activity

910 hedge funds and large institutions have $25.3B invested in Fiserv in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 262 increasing their positions, 380 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+21
Holders Change %
+2.36%
% of All Funds
20.31%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
262
Reduced
380
Closed
83
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.4M
3
BlackRock
BlackRock
New York
+$66M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.1M
5
Capital International Investors
Capital International Investors
California
+$61.2M

Top Sellers

1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$92.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
826
San Francisco Sentry Investment Group
California
$36K -$4.76K -64 -12%
AWM
827
Avondale Wealth Management
Texas
$36K – – –
FCA
828
FinTrust Capital Advisors
South Carolina
$34K +$34K +467 New
MG
829
MilWealth Group
Wisconsin
$33.2K +$33.2K +452 New
GAM
830
Gemmer Asset Management
California
$32K – – –
Rockefeller Capital Management
831
Rockefeller Capital Management
New York
$30K – – –
JA
832
JOYN Advisors
Georgia
$30K +$13.3K +180 +80%
DWM
833
Destination Wealth Management
California
$30K +$30K +410 New
WAS
834
WESPAC Advisors SoCal
California
$30K +$30K +420 New
PCG
835
Private Capital Group
Connecticut
$29K – – –
M
836
MOTCO
Texas
$29K – – –
WANY
837
Wealthspire Advisors (New York)
New York
$27K +$27K +369 New
MOS
838
MGO One Seven
Ohio
$27K +$27K +369 New
QCG
839
Quadrant Capital Group
Ohio
$26K -$23.2K -400 -47%
AAMU
840
Amundi Asset Management US
Massachusetts
$24.5K +$1.33K +18,111 +6%
BCA
841
Berman Capital Advisors
Georgia
$24K +$24K +341 New
FPFS
842
First Personal Financial Services
North Carolina
$23K – – –
TFO
843
Tarbox Family Office
California
$23K +$297 +4 +1%
O
844
Ossiam
France
$23K +$23K +309 New
WEC
845
Winslow Evans & Crocker
Massachusetts
$22K – – –
MNBTD
846
Moody National Bank Trust Division
Texas
$22K +$22K +293 New
BTNA
847
Bremer Trust National Association
Minnesota
$21K +$21K +290 New
QCIG
848
Quad-Cities Investment Group
Iowa
$20K – – –
PFBT
849
Parkside Financial Bank & Trust
Missouri
$19K -$571 -8 -3%
GWS
850
Glassman Wealth Services
Virginia
$19K +$3.6K +50 +23%
32 33
34
35 36