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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 %
CHP
851
Cable Hill Partners
Oregon
$9K – – –
HWM
852
Holloway Wealth Management
Florida
$9K -$9K – –
BFC
853
Bedel Financial Consulting
Indiana
$8K -$2.26K -30 -22%
TWA
854
TCI Wealth Advisors
Arizona
$8K – – –
CCM
855
Cribstone Capital Management
Maine
$8K – – –
CFC
856
Coyle Financial Counsel
Illinois
$8K +$8K +106 New
PHK
857
Point72 Hong Kong
Hong Kong
$7K -$76.2K -1,001 -92%
AAP
858
Arax Advisory Partners
Colorado
$7K +$589 +8 +9%
VCM
859
Vigilant Capital Management
Maine
$7K +$7K +96 New
LWM
860
Lenox Wealth Management
Ohio
$6K – – –
FMP
861
Financial Management Professionals
Texas
$6K – – –
WAP
862
Wealthcare Advisory Partners
Pennsylvania
$4K -$1.33K -20 -25%
TIM
863
Tortoise Investment Management
New York
$4K – – –
WAM
864
Watermark Asset Management
California
$4K – – –
HIM
865
Hillsdale Investment Management
Ontario, Canada
$4K +$800 +10 +25%
FIA
866
FNY Investment Advisers
New York
$4K +$4K +62 New
GCM
867
Gables Capital Management
Florida
$3K +$3K +34 New
FFW
868
Fusion Family Wealth
New York
$3K +$3K +40 New
NL
869
NVWM LLC
Pennsylvania
$3K +$3K +42 New
CA
870
Centerpoint Advisors
Massachusetts
$3K +$3K +47 New
GEA
871
Glen Eagle Advisors
New Jersey
$2.08K – – –
OFW
872
Omnia Family Wealth
Florida
$2K – – –
Canada Pension Plan Investment Board
873
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$8K -80 -89%
AC
874
Avestar Capital
New York
$1K – – –
VFA
875
Valeo Financial Advisors
Indiana
$1K +$500 +6 +100%
33 34
35
36 37