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Fiserv
FI

Overview Fund Activity

910 hedge funds and large institutions have $25.3B invested in Fiserv in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 262 increasing their positions, 380 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+21
Holders Change %
+2.36%
% of All Funds
20.31%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
262
Reduced
380
Closed
83
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.4M
3
BlackRock
BlackRock
New York
+$66M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.1M
5
Capital International Investors
Capital International Investors
California
+$61.2M

Top Sellers

1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$92.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
851
Covington Capital Management
California
$16K +$4.89K +66 +44%
ME
852
McIlrath & Eck
Washington
$15K – – –
EFSCE
853
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
EARNEST Partners
854
EARNEST Partners
Georgia
$15K – – –
ER
855
Enlightenment Research
Florida
$15K +$15K +201 New
NCM
856
Nelson Capital Management
California
$15K +$15K +210 New
WA
857
WealthTrust-Arizona
Arizona
$14K -$284 -4 -2%
PCP
858
Proficio Capital Partners
Massachusetts
$14K – – –
PWMG
859
Prestige Wealth Management Group
New Jersey
$14K +$14K +193 New
NWM
860
Northwest Wealth Management
Iowa
$13K -$9.08K -125 -41%
FGC
861
Financial Gravity Companies
Texas
$13K +$13K +159 New
CYG
862
Clean Yield Group
Vermont
$13K +$13K +180 New
CFA
863
Clarfeld Financial Advisors
New York
$13K +$13K +182 New
WTB
864
Washington Trust Bank
Washington
$12K – – –
CHP
865
Cable Hill Partners
Oregon
$12K +$2.85K +38 +31%
WPA
866
West Paces Advisors
Georgia
$11K – – –
AIM
867
Advantage Investment Management
Iowa
$11K – – –
TL
868
TrueWealth LLC
Georgia
$11K – – –
PWM
869
PRW Wealth Management
Massachusetts
$11K +$11K +154 New
AIA
870
Alera Investment Advisors
Illinois
$10K +$10K +142 New
TWA
871
TCI Wealth Advisors
Arizona
$9K +$929 +13 +12%
Canada Pension Plan Investment Board
872
Canada Pension Plan Investment Board
Ontario, Canada
$9K +$8.18K +100 +1,000%
Pacer Advisors
873
Pacer Advisors
Pennsylvania
$8K -$2.71M -38,889 -100%
CCM
874
Cribstone Capital Management
Maine
$8K -$7.56K -102 -49%
BFC
875
Bedel Financial Consulting
Indiana
$8K – – –
33 34
35
36 37