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Fiserv
FI

Overview Fund Activity

991 hedge funds and large institutions have $38.1B invested in Fiserv in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 329 increasing their positions, 396 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+13
Holders Change %
+1.33%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
329
Reduced
396
Closed
60
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$359M
2
Capital International Investors
Capital International Investors
California
+$186M
3
WRF
Waddell & Reed Financial
Kansas
+$183M
4
CG
Carmignac Gestion
France
+$180M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$167M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$189M
3
MC
Maverick Capital
Texas
-$176M
4
Lazard Asset Management
Lazard Asset Management
New York
-$109M
5
Renaissance Technologies
Renaissance Technologies
New York
-$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
826
Balasa Dinverno & Foltz
$240K – – –
SCA
827
Snowden Capital Advisors
New York
$238K +$5.65K +62 +2%
CIC
828
Carnegie Investment Counsel
Ohio
$238K -$12.3K -135 -5%
FAAS
829
First Allied Advisory Services
California
$238K +$11.4K +125 +5%
MHC
830
Meyer Handelman Company
New York
$237K – – –
DCM
831
Donaldson Capital Management
Indiana
$237K +$24.4K +268 +11%
ODG
832
O'Dell Group
Ohio
$237K +$237K +2,600 New
FMWA
833
Forvis Mazars Wealth Advisors
Missouri
$236K -$67.5K -739 -22%
CL
834
CPWM LLC
Washington
$236K – – –
FIB
835
First Interstate Bank
Montana
$235K – – –
GIM
836
Greenwich Investment Management
Connecticut
$234K – – –
WTC
837
WhitTier Trust Company
Nevada
$231K – – –
SCA
838
Stonebridge Capital Advisors
Minnesota
$230K +$230K +2,520 New
SWA
839
Stratos Wealth Advisors
Ohio
$228K – – –
DACG
840
Donor Advised Charitable Giving
California
$227K +$227K +2,485 New
OPA
841
Old Port Advisors
Maine
$225K -$42.4K -451 -16%
CT
842
Coastline Trust
Rhode Island
$225K -$3.64K -40 -2%
JCM
843
Janney Capital Management
Pennsylvania
$222K – – –
ECM
844
Evergreen Capital Management
Washington
$222K +$6.12K +67 +3%
SNBOSD
845
Security National Bank of So Dak
Iowa
$221K +$2.47K +27 +1%
BFEC
846
Benjamin F. Edwards & Company
Missouri
$220K +$3.19K +35 +1%
WP
847
WMS Partners
Maryland
$220K +$220K +2,414 New
FWM
848
Fairhaven Wealth Management
Illinois
$219K – – –
BPB
849
Badgley, Phelps & Bell
Washington
$219K – – –
HFBOT
850
Home Federal Bank of Tennessee
Tennessee
$219K – – –
32 33
34
35 36