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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 %
HFBOT
851
Home Federal Bank of Tennessee
Tennessee
$219K – – –
MSFP
852
Mark Sheptoff Financial Planning
Connecticut
$217K – – –
TIA
853
Tandem Investment Advisors
South Carolina
$216K -$150K -1,645 -41%
CAW
854
Cornerstone Advisors (Washington)
Washington
$214K +$9.56K +105 +5%
GC
855
Gilbert & Cook
Iowa
$213K -$30.8K -338 -13%
LC
856
LCNB Corp
Ohio
$213K – – –
CFG
857
Cooper Financial Group
California
$212K +$212K +2,331 New
AWA
858
Arete Wealth Advisors
Illinois
$211K – – –
PP
859
Paloma Partners
Connecticut
$209K -$605K -6,643 -74%
FNT
860
First National Trust
Pennsylvania
$209K -$4.56K -50 -2%
PCA
861
Personal Capital Advisors
California
$208K +$208K +2,281 New
WA
862
WBH Advisory
Maryland
$207K -$3.19K -35 -2%
CCM
863
Carlson Capital Management
Minnesota
$206K -$27.3K -300 -12%
First Manhattan
864
First Manhattan
New York
$205K – – –
PFGIA
865
Patriot Financial Group Insurance Agency
Massachusetts
$204K – – –
TIS
866
Tortoise Index Solutions
Kansas
$204K +$12.8K +141 +7%
Acadian Asset Management
867
Acadian Asset Management
Massachusetts
$202K – – –
NAM
868
NTV Asset Management
West Virginia
$201K +$201K +2,200 New
NFG
869
Next Financial Group
Texas
$194K +$31.3K +343 +19%
PA
870
Parallel Advisors
California
$193K +$8.83K +97 +5%
TSW
871
Thompson Siegel & Walmsley
Virginia
$191K – – –
CFB
872
Cullen/Frost Bankers
Texas
$187K +$54.7K +600 +41%
WG
873
Welch Group
Alabama
$182K – – –
MDCM
874
Morgan Dempsey Capital Management
Wisconsin
$164K – – –
RCAG
875
Rehmann Capital Advisory Group
Michigan
$159K -$1.73K -19 -1%
33 34
35
36 37