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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 %
PP
901
Pegasus Partners
Wisconsin
$326K -$13.1K -138 -4%
CCM
902
Consolidated Capital Management
California
$323K +$323K +3,400 New
JSC
903
Jackson Square Capital
California
$323K +$323K +3,401 New
EIG
904
Ellenbecker Investment Group
Wisconsin
$322K -$23.8K -251 -7%
ARMT
905
Amica Retiree Medical Trust
Rhode Island
$320K – – –
TNBTD
906
Trustmark National Bank Trust Department
Mississippi
$320K +$3.32K +35 +1%
WA
907
Wambolt & Associates
Colorado
$320K +$320K +3,366 New
ACA
908
Atlas Capital Advisors
Wyoming
$317K +$258K +2,721 +445%
OPA
909
Old Port Advisors
Maine
$314K +$98.3K +1,036 +46%
CG
910
Caprock Group
Idaho
$314K +$115K +1,208 +58%
AF
911
Arrow Financial
New York
$313K -$100K -1,055 -24%
AIM
912
Arcadia Investment Management
Michigan
$313K – – –
Arrowstreet Capital
913
Arrowstreet Capital
Massachusetts
$313K +$313K +3,300 New
EP
914
EPIQ Partners
Minnesota
$312K – – –
SBH
915
Segall Bryant & Hamill
Illinois
$310K – – –
BDF
916
Balasa Dinverno & Foltz
$306K -$11K -116 -3%
EH
917
Employers Holdings
Nevada
$304K – – –
PCMC
918
Paragon Capital Management (Colorado)
Colorado
$304K – – –
PSP
919
Principal Street Partners
Tennessee
$301K -$401K -4,216 -57%
SSB
920
Sandy Spring Bank
Maryland
$301K +$95.9K +1,011 +47%
IWP
921
Insight Wealth Partners
Texas
$298K -$20.1K -212 -6%
AG
922
Algert Global
California
$296K -$570K -6,000 -66%
CF
923
Centaurus Financial
California
$296K -$48.6K -511 -14%
FNFDCM
924
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$294K – – –
LC
925
Lubar & Co
Wisconsin
$294K +$294K +3,100 New
35 36
37
38 39