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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 %
HWM
876
Holloway Wealth Management
Florida
$8K -$30K – –
CIA
877
CSat Investment Advisory
Michigan
$8K +$2.13K +29 +36%
VCM
878
Vigilant Capital Management
Maine
$7K – – –
TC
879
Trust Company
Kansas
$7K – – –
CAM
880
Close Asset Management
United Kingdom
$6K -$484K -644,680 -99%
PCM
881
Prelude Capital Management
New York
$6K -$123K -1,640 -95%
LWM
882
Lenox Wealth Management
Ohio
$6K – – –
BGIM
883
Brandywine Global Investment Management
Pennsylvania
$5K +$5K +61 New
WAP
884
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
WAM
885
Watermark Asset Management
California
$4K – – –
TIM
886
Tortoise Investment Management
New York
$4K – – –
OSAM
887
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +49 New
AAP
888
Arax Advisory Partners
Colorado
$4K +$4K +59 New
W
889
WealthOne
New York
$4K +$4K +60 New
APC
890
Aspire Private Capital
North Carolina
$4K +$4K +60 New
FFW
891
Fusion Family Wealth
New York
$3K – – –
NL
892
NVWM LLC
Pennsylvania
$3K – – –
CA
893
Centerpoint Advisors
Massachusetts
$3K – – –
GEA
894
Glen Eagle Advisors
New Jersey
$2.06K – – –
HIM
895
Hillsdale Investment Management
Ontario, Canada
$2K -$1.33K -20 -40%
OFW
896
Omnia Family Wealth
Florida
$2K – – –
GCM
897
Gables Capital Management
Florida
$2K – – –
CDIA
898
Capital Directions Investment Advisors
Georgia
$2K +$2K +34 New
UB
899
UMB Bank
Missouri
$1.74K -$280 -3,805 -14%
GT
900
Glenmede Trust
Pennsylvania
$1.25K -$417 -5,677 -25%
34 35
36
37 38