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Fiserv
FI

Overview Fund Activity

1,162 hedge funds and large institutions have $59.9B invested in Fiserv in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 392 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
-62
Holders Change %
-5.07%
% of All Funds
25.67%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
106
Increased
392
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$725M
2
LP
Longview Partners
Guernsey
+$650M
3
Lazard Asset Management
Lazard Asset Management
New York
+$354M
4
Victory Capital Management
Victory Capital Management
Texas
+$293M
5
Bank of America
Bank of America
North Carolina
+$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$904M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$205M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$187M
4
CG
Carmignac Gestion
France
-$164M
5
PC
PointState Capital
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
826
Middleton & Co
Massachusetts
$456K +$456K +4,800 New
NFG
827
Next Financial Group
Texas
$447K -$71.4K -751 -14%
FMBTD
828
First Midwest Bank Trust Division
Illinois
$447K -$4.75K -50 -1%
EAM
829
Eukles Asset Management
Ohio
$446K +$34.3K +361 +8%
CNBTD
830
Citizens National Bank Trust Department
Mississippi
$446K +$446K +4,700 New
EIP
831
Ellis Investment Partners
Pennsylvania
$442K +$4.57K +52 +1%
CIA
832
Capital Investment Advisors
Georgia
$440K -$2.28K -24 -0.5%
ST
833
Smithfield Trust
Pennsylvania
$440K – – –
CGL
834
Clarius Group LLC
Washington
$440K +$9.89K +104 +2%
LFAS
835
Level Four Advisory Services
Texas
$438K +$10.5K +111 +2%
QCG
836
Quadrant Capital Group
Ohio
$438K +$279K +2,943 +175%
FNBOH
837
First National Bank of Hutchinson
Kansas
$436K -$14.6K -154 -3%
KA
838
Kintegral Advisory
New York
$436K +$48.7K +513 +13%
SCA
839
STALEY CAPITAL ADVISERS
Pennsylvania
$432K – – –
MGIA
840
Moneta Group Investment Advisors
Missouri
$431K +$185K +1,951 +75%
IWC
841
Integrated Wealth Concepts
Massachusetts
$430K +$430K +4,531 New
CCM
842
Condor Capital Management
New Jersey
$427K – – –
Rockefeller Capital Management
843
Rockefeller Capital Management
New York
$427K +$303K +3,188 +244%
CP
844
Cumberland Partners
Ontario, Canada
$427K +$427K +4,500 New
STA
845
Summit Trail Advisors
New York
$421K +$421K +4,432 New
BOM
846
Bank of Marin
California
$417K -$109K -1,145 -21%
VWM
847
Valley Wealth Managers
New Jersey
$416K -$108K -1,137 -21%
KWA
848
KCS Wealth Advisory
California
$416K – – –
EI
849
Ethic Inc
New York
$416K +$164K +1,729 +65%
AIC
850
Argus Investors Counsel
New York
$415K +$415K +4,371 New
32 33
34
35 36