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Fiserv
FI

Overview Fund Activity

1,224 hedge funds and large institutions have $72.6B invested in Fiserv in 2019 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 393 increasing their positions, 493 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+97
Holders Change %
+8.61%
% of All Funds
24.17%
Holding in Top 10
106
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.95%
% of All Funds
2.09%
New
175
Increased
393
Reduced
493
Closed
62
Calls
$195M
Puts
$141M
Net Calls
+$54.6M
Net Calls Change
+$48.1M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$280M
2
BI
BlueSpruce Investments
Illinois
+$222M
3
Capital World Investors
Capital World Investors
California
+$174M
4
UIM
USS Investment Management
United Kingdom
+$126M
5
FAM
Fred Alger Management
New York
+$110M

Top Sellers

1
Invesco
Invesco
Georgia
-$674M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$194M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$145M
4
BlackRock
BlackRock
New York
-$130M
5
GCM
Glenview Capital Management
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
876
CIBC Bank USA
Illinois
$451K +$73.7K +638 +20%
FFBTD
877
First Financial Bank - Trust Division
Ohio
$450K +$103K +894 +30%
HCM
878
Hengehold Capital Management
Ohio
$449K +$16.8K +145 +4%
FMWA
879
Forvis Mazars Wealth Advisors
Missouri
$448K +$118K +1,021 +36%
BBHC
880
Brown Brothers Harriman & Co
New York
$448K +$263K +2,276 +142%
BAM
881
Belpointe Asset Management
Nevada
$447K -$441K -3,804 -50%
MFS
882
Madrona Financial Services
Washington
$446K – – –
1SB
883
1ST Source Bank
Indiana
$444K -$69.4K -600 -14%
TC
884
TownSquare Capital
Utah
$441K +$441K +3,813 New
BS
885
Banco Santander
Spain
$441K +$441K +3,816 New
MA
886
Mutual Advisors
Nebraska
$440K +$440K +3,802 New
RMDI
887
R.M. Davis Inc
Maine
$432K -$57.8K -500 -12%
BCWM
888
Bartlett & Co Wealth Management
Ohio
$431K – – –
HFM
889
Harvest Fund Management
China
$431K -$120K -1,011 -22%
WMA
890
Wealth Management Associates
New Jersey
$424K -$82.1K -710 -16%
BWP
891
Baldwin Wealth Partners
Massachusetts
$424K -$28.3K -245 -6%
EIG
892
Ellenbecker Investment Group
Wisconsin
$421K -$34.7K -300 -8%
TIS
893
Tortoise Index Solutions
Kansas
$421K +$90.7K +785 +27%
PCM
894
Prelude Capital Management
New York
$420K -$55.6K -480 -12%
CF
895
Centaurus Financial
California
$419K +$72.9K +630 +21%
CPA
896
Clear Perspective Advisors
Illinois
$418K – – –
SSWG
897
Seven Springs Wealth Group
Tennessee
$417K +$417K +3,604 New
PP
898
Pegasus Partners
Wisconsin
$413K +$50.2K +434 +14%
IC
899
IEQ Capital
California
$411K +$411K +3,552 New
RG
900
Rathbones Group
United Kingdom
$410K – – –
34 35
36
37 38