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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 %
BWM
901
Biltmore Wealth Management
Arizona
$409K -$1.62K -14 -0.4%
CFG
902
Cooper Financial Group
California
$407K +$13.1K +113 +3%
SAM
903
Silvercrest Asset Management
New York
$404K – – –
IA
904
IFP Advisors
Florida
$404K +$29.8K +255 +8%
PTC
905
Provident Trust Company
Wisconsin
$402K – – –
LIM
906
Leavell Investment Management
Alabama
$401K -$53.2K -460 -12%
MWM
907
Mission Wealth Management
California
$401K +$3.58K +31 +0.9%
JGC
908
J. Goldman & Co
New York
$400K -$707K -6,118 -64%
LOAMS
909
Lombard Odier Asset Management (Switzerland)
Switzerland
$400K +$67.9K +588 +20%
CC
910
Chicago Capital
Illinois
$398K – – –
BTW
911
Boston Trust Walden
Massachusetts
$398K +$4.4K +38 +1%
SIM
912
Stratos Investment Management
Ohio
$397K +$397K +3,430 New
MAM
913
Marotta Asset Management
Virginia
$390K +$390K +3,200 New
ARMT
914
Amica Retiree Medical Trust
Rhode Island
$389K – – –
BAM
915
Blueshift Asset Management
New Jersey
$388K +$388K +3,352 New
IWP
916
Insight Wealth Partners
Texas
$387K +$387K +3,349 New
TNBTD
917
Trustmark National Bank Trust Department
Mississippi
$386K – – –
BDF
918
Balasa Dinverno & Foltz
$386K +$11.2K +97 +3%
JG
919
Jefferies Group
New York
$382K -$2.16M -18,685 -85%
AIM
920
Arcadia Investment Management
Michigan
$382K -$34.7K -300 -8%
PFP
921
Pinnacle Financial Partners
Tennessee
$382K +$116 +1 +0%
HFG
922
Heron Financial Group
New York
$381K +$381K +3,160 New
AAS
923
Avantax Advisory Services
Texas
$380K +$380K +3,286 New
EP
924
EPIQ Partners
Minnesota
$379K +$379K +3,280 New
SBH
925
Segall Bryant & Hamill
Illinois
$377K – – –
35 36
37
38 39