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Fiserv
FI

Overview Fund Activity

889 hedge funds and large institutions have $29.1B invested in Fiserv in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 275 increasing their positions, 374 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
20.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
65
Increased
275
Reduced
374
Closed
49
Calls
$29.5M
Puts
$20.8M
Net Calls
+$8.7M
Net Calls Change
+$14.8M

Top Buyers

1
SIG
Senator Investment Group
New York
+$148M
2
Capital International Investors
Capital International Investors
California
+$145M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$113M
4
State Street
State Street
Massachusetts
+$62.3M
5
CAM
Close Asset Management
United Kingdom
+$53.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
LP
Longview Partners
Guernsey
-$217M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$120M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$55.2M
5
Capital World Investors
Capital World Investors
California
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
851
West Paces Advisors
Georgia
$12.4K – – –
TL
852
TrueWealth LLC
Georgia
$12K – – –
CCM
853
Covington Capital Management
California
$12K – – –
PSC
854
Prentiss Smith & Co
Vermont
$12K – – –
AIM
855
Advantage Investment Management
Iowa
$12K +$12K +148 New
CB
856
Community Bank
New York
$11K – – –
CHP
857
Cable Hill Partners
Oregon
$10K – – –
TWA
858
TCI Wealth Advisors
Arizona
$9K +$398 +5 +5%
APP
859
Avantax Planning Partners
Iowa
$9K +$9K +108 New
BFC
860
Bedel Financial Consulting
Indiana
$8K – – –
VCM
861
Vigilant Capital Management
Maine
$8K – – –
TC
862
Trust Company
Kansas
$8K +$8K +100 New
CAG
863
Csenge Advisory Group
Florida
$8K +$8K +110 New
CIA
864
CSat Investment Advisory
Michigan
$7K -$1.34M -15,273 -99%
NIM
865
NuWave Investment Management
New Jersey
$7K -$58K -770 -89%
LWM
866
Lenox Wealth Management
Ohio
$7K – – –
ECM
867
Exchange Capital Management
Michigan
$7K +$7K +84 New
GP
868
Girard Partners
Pennsylvania
$6K +$6K +80 New
WAP
869
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
HIM
870
Hillsdale Investment Management
Ontario, Canada
$4K – – –
TIM
871
Tortoise Investment Management
New York
$4K – – –
WAM
872
Watermark Asset Management
California
$4K – – –
CA
873
Centerpoint Advisors
Massachusetts
$4K – – –
GCM
874
Gables Capital Management
Florida
$3K – – –
NL
875
NVWM LLC
Pennsylvania
$3K – – –
33 34
35
36 37