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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 %
BWM
851
Biltmore Wealth Management
Arizona
$409K – – –
MIA
852
MainStreet Investment Advisors
Illinois
$409K +$409K +4,307 New
BP
853
Ballentine Partners
Massachusetts
$408K -$855 -9 -0.2%
FNBTCON
854
First National Bank & Trust Co of Newtown
Pennsylvania
$407K – – –
CCA
855
Covey Capital Advisors
Georgia
$404K -$451K -4,745 -53%
MSAM
856
Moloney Securities Asset Management
Missouri
$399K +$16.7K +176 +4%
JAFL
857
Jay A. Fishman Ltd
Michigan
$397K – – –
MWM
858
Minot Wealth Management
Massachusetts
$396K -$130K -1,370 -25%
DCM
859
Donaldson Capital Management
Indiana
$396K +$8.93K +94 +2%
HFM
860
Harvest Fund Management
China
$393K +$47.7K +503 +14%
IC
861
IEQ Capital
California
$392K +$54K +568 +16%
WP
862
WMS Partners
Maryland
$389K +$171K +1,800 +78%
FHC
863
First Heartland Consultants
Missouri
$385K – – –
PK
864
Pflug Koory
Nebraska
$384K – – –
HAG
865
HighPoint Advisor Group
Illinois
$381K -$92.2K -18,966 -19%
RC
866
RBF Capital
California
$380K – – –
SIA
867
Starfire Investment Advisers
Michigan
$379K – – –
First Manhattan
868
First Manhattan
New York
$375K – – –
CPO
869
Cerity Partners OCIO
New York
$374K -$47.5K -500 -11%
WMA
870
Wealth Management Associates
New Jersey
$371K +$22.8K +240 +7%
MA
871
Mutual Advisors
Nebraska
$371K +$9.88K +104 +3%
VPIM
872
Vanguard Personalized Indexing Management
California
$371K +$371K +3,901 New
PAM
873
Peninsula Asset Management
Florida
$370K +$370K +3,900 New
TCM
874
Thames Capital Management
New Jersey
$369K -$6.19M -65,195 -94%
GC
875
Gilbert & Cook
Iowa
$369K +$86.3K +908 +31%
33 34
35
36 37