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Fiserv
FI

Overview Fund Activity

978 hedge funds and large institutions have $35.6B invested in Fiserv in 2019 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 311 increasing their positions, 393 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+68
Holders Change %
+7.47%
% of All Funds
21.2%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.37%
New
135
Increased
311
Reduced
393
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$741M
2
ECU
Egerton Capital (UK)
United Kingdom
+$568M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$374M
4
MC
Maverick Capital
Texas
+$284M
5
Lazard Asset Management
Lazard Asset Management
New York
+$276M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$162M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$110M
4
Invesco
Invesco
Georgia
-$99.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
826
Fairhaven Wealth Management
Illinois
$212K +$212K +2,400 New
BPB
827
Badgley, Phelps & Bell
Washington
$212K +$212K +2,400 New
HFBOT
828
Home Federal Bank of Tennessee
Tennessee
$212K +$212K +2,400 New
FBC
829
Fairfield, Bush & Co
Connecticut
$212K +$212K +2,400 New
DP
830
Dearborn Partners
Illinois
$212K +$212K +2,400 New
SNBOSD
831
Security National Bank of So Dak
Iowa
$211K +$211K +2,389 New
GW
832
GW & Wade
Massachusetts
$211K +$211K +2,391 New
MSFP
833
Mark Sheptoff Financial Planning
Connecticut
$210K – – –
BFEC
834
Benjamin F. Edwards & Company
Missouri
$210K +$2.47K +28 +1%
ECM
835
Evergreen Capital Management
Washington
$209K +$209K +2,364 New
FNT
836
First National Trust
Pennsylvania
$207K +$207K +2,340 New
LC
837
LCNB Corp
Ohio
$206K -$44.1K -501 -18%
DCM
838
Donaldson Capital Management
Indiana
$206K +$206K +2,331 New
AWA
839
Arete Wealth Advisors
Illinois
$204K +$204K +2,312 New
WPW
840
Waldron Private Wealth
Pennsylvania
$203K +$203K +2,307 New
WA
841
WBH Advisory
Maryland
$203K +$203K +2,309 New
First Manhattan
842
First Manhattan
New York
$198K – – –
CAW
843
Cornerstone Advisors (Washington)
Washington
$198K +$118K +1,339 +148%
Acadian Asset Management
844
Acadian Asset Management
Massachusetts
$196K – – –
ESB
845
Essex Savings Bank
Connecticut
$196K +$618 +7 +0.3%
PFGIA
846
Patriot Financial Group Insurance Agency
Massachusetts
$192K – – –
TCOV
847
Trust Company of Vermont
Vermont
$188K +$6.9K +78 +4%
TIS
848
Tortoise Index Solutions
Kansas
$186K +$186K +2,102 New
TSW
849
Thompson Siegel & Walmsley
Virginia
$185K +$17.7K +200 +11%
NIM
850
NuWave Investment Management
New Jersey
$180K -$221K -2,510 -55%
32 33
34
35 36