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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 %
EWM
876
Empirical Wealth Management
Washington
$368K -$4.85K -51 -1%
ONB
877
Old National Bancorp
Indiana
$367K -$21K -221 -5%
MFS
878
Madrona Financial Services
Washington
$367K – – –
IAA
879
Independent Advisor Alliance
North Carolina
$367K +$96.5K +1,017 +36%
1SB
880
1ST Source Bank
Indiana
$365K – – –
RG
881
Rathbones Group
United Kingdom
$365K +$28.5K +300 +8%
FFBTD
882
First Financial Bank - Trust Division
Ohio
$358K -$11.1K -117 -3%
PA
883
Parallel Advisors
California
$358K +$106K +1,113 +42%
BCWM
884
Bartlett & Co Wealth Management
Ohio
$354K – – –
BC
885
Bartlett & Co
Ohio
$354K +$354K +3,728 New
TIS
886
Tortoise Index Solutions
Kansas
$350K +$4.27K +45 +1%
BWP
887
Baldwin Wealth Partners
Massachusetts
$349K – – –
MFG
888
Monte Financial Group
Connecticut
$349K +$349K +3,673 New
DS
889
DRW Securities
Illinois
$348K +$348K +3,662 New
HCM
890
Hengehold Capital Management
Ohio
$346K -$22.8K -240 -6%
CFG
891
Cooper Financial Group
California
$345K +$10.7K +113 +3%
ECM
892
Evergreen Capital Management
Washington
$344K -$38.7K -407 -10%
CPA
893
Clear Perspective Advisors
Illinois
$344K – – –
CRCP
894
Copper Rock Capital Partners
Massachusetts
$338K -$99.2K -38,467 -23%
AAS
895
Avantax Advisory Services
Texas
$336K +$25.2K +266 +8%
MIH
896
Meitav Investment House
Israel
$334K -$51.9K -546 -13%
PTC
897
Provident Trust Company
Wisconsin
$330K – – –
MWM
898
Mission Wealth Management
California
$330K +$95 +1 +0%
PD
899
Planning Directions
Pennsylvania
$329K +$329K +3,460 New
CC
900
Chicago Capital
Illinois
$327K – – –
34 35
36
37 38