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Fiserv
FI

Overview Fund Activity

978 hedge funds and large institutions have $35.6B invested in Fiserv in 2019 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 311 increasing their positions, 393 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+68
Holders Change %
+7.47%
% of All Funds
21.2%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.37%
New
135
Increased
311
Reduced
393
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$741M
2
ECU
Egerton Capital (UK)
United Kingdom
+$568M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$374M
4
MC
Maverick Capital
Texas
+$284M
5
Lazard Asset Management
Lazard Asset Management
New York
+$276M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$162M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$110M
4
Invesco
Invesco
Georgia
-$99.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
876
Sonora Investment Management
Arizona
$96K -$30.8K -348 -24%
BC
877
Bartlett & Co
Ohio
$93K – – –
BCWM
878
Bartlett & Co Wealth Management
Ohio
$92.7K – – –
LC
879
Lindbrook Capital
California
$92K +$5.34K +61 +6%
FC
880
Ferris Capital
Massachusetts
$88K – – –
SBL
881
Sargent Bickham Lagudis
Colorado
$88K – – –
Rockefeller Capital Management
882
Rockefeller Capital Management
New York
$82K +$45.9K +516 +127%
SIAS
883
Shine Investment Advisory Services
Colorado
$79K -$17.6K -200 -18%
TF
884
Tompkins Financial
New York
$76K – – –
AF
885
Allworth Financial
California
$73K – – –
GRP
886
Global Retirement Partners
California
$73K +$27K +305 +59%
RFA
887
Reilly Financial Advisors
California
$70K +$790 +9 +1%
CFA
888
Carroll Financial Associates
North Carolina
$66K +$87 +1 +0.1%
WF
889
WealthTrust Fairport
Ohio
$65K -$17.6K -200 -21%
QAM
890
QCI Asset Management
New York
$64K -$8.82K -100 -12%
WIC
891
Water Island Capital
New York
$64K +$64K +723 New
OWD
892
Osborn Williams & Donohoe
Ohio
$64K +$64K +749 New
VCM
893
Versant Capital Management
Arizona
$63K -$1.23K -14 -2%
OIA
894
Optimum Investment Advisors
Illinois
$62K – – –
SLF
895
Sun Life Financial
Ontario, Canada
$59K -$39.7K -448 -40%
PO
896
Private Ocean
California
$56K – – –
ADL
897
Asset Dedication LLC
California
$54K -$7.87K -89 -13%
TA
898
Thor Advisors
New York
$54K +$54K +615 New
BWM
899
BerganKDV Wealth Management
Minnesota
$53K -$12.2K -138 -19%
QCG
900
Quadrant Capital Group
Ohio
$52K +$17.9K +235 +52%
34 35
36
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