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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 %
QCIG
926
Quad-Cities Investment Group
Iowa
$24K – – –
EARNEST Partners
927
EARNEST Partners
Georgia
$18K – – –
EFSCE
928
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
ME
929
McIlrath & Eck
Washington
$18K – – –
AIA
930
Alera Investment Advisors
Illinois
$18K +$5.35K +60 +42%
FGAM
931
Financial Gravity Asset Management
Texas
$18K +$18K +198 New
SIS
932
Sound Income Strategies
Florida
$17K +$17K +191 New
CYG
933
Clean Yield Group
Vermont
$16K – – –
NWM
934
Northwest Wealth Management
Iowa
$16K – – –
BGIM
935
Brandywine Global Investment Management
Pennsylvania
$16K +$10.5K +117 +192%
CCM
936
Covington Capital Management
California
$15K -$4.52K -50 -23%
WTB
937
Washington Trust Bank
Washington
$14K – – –
PWM
938
PRW Wealth Management
Massachusetts
$14K – – –
WPA
939
West Paces Advisors
Georgia
$13.2K – – –
AIM
940
Advantage Investment Management
Iowa
$13K – – –
TL
941
TrueWealth LLC
Georgia
$13K – – –
CHP
942
Cable Hill Partners
Oregon
$12K -$1.62K -19 -12%
KPW
943
Kore Private Wealth
New York
$12K +$12K +140 New
SFSIG
944
San Francisco Sentry Investment Group
California
$11K -$33.7K -365 -75%
HWM
945
Holloway Wealth Management
Florida
$11K -$8K – –
TWA
946
TCI Wealth Advisors
Arizona
$10K -$1.67K -18 -14%
CCM
947
Cribstone Capital Management
Maine
$10K – – –
IRC
948
Investors Research Corp
Georgia
$10K +$10K +110 New
CIA
949
CSat Investment Advisory
Michigan
$9K -$524 -6 -6%
TC
950
Trust Company
Kansas
$9K – – –
36 37
38
39 40