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Fiserv
FI

Overview Fund Activity

991 hedge funds and large institutions have $38.1B invested in Fiserv in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 329 increasing their positions, 396 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+13
Holders Change %
+1.33%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
329
Reduced
396
Closed
60
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$359M
2
Capital International Investors
Capital International Investors
California
+$186M
3
WRF
Waddell & Reed Financial
Kansas
+$183M
4
CG
Carmignac Gestion
France
+$180M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$167M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$189M
3
MC
Maverick Capital
Texas
-$176M
4
Lazard Asset Management
Lazard Asset Management
New York
-$109M
5
Renaissance Technologies
Renaissance Technologies
New York
-$88.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
926
Gemmer Asset Management
California
$40K – – –
FPFS
927
First Personal Financial Services
North Carolina
$39K +$1.8K +20 +5%
TRCT
928
Tower Research Capital (TRC)
New York
$38K -$719K -7,852 -95%
DWM
929
Destination Wealth Management
California
$37K – – –
FCA
930
FinTrust Capital Advisors
South Carolina
$36K -$6.03K -67 -14%
OC
931
Oakworth Capital
Alabama
$36K +$36K +400 New
WAP
932
Wealthcare Advisory Partners
Pennsylvania
$34K +$28.5K +314 +523%
AWM
933
Avondale Wealth Management
Texas
$32K – – –
TFO
934
Tarbox Family Office
California
$32K +$3.82K +42 +14%
VCM
935
Versant Capital Management
Arizona
$31K -$33.3K -373 -52%
AIM
936
Advantage Investment Management
Iowa
$31K +$17.3K +187 +126%
WEC
937
Winslow Evans & Crocker
Massachusetts
$30K +$2.76K +30 +10%
SLF
938
Sun Life Financial
Ontario, Canada
$29K -$32.1K -350 -53%
QCIG
939
Quad-Cities Investment Group
Iowa
$25K – – –
FGAM
940
Financial Gravity Asset Management
Texas
$25K +$6.67K +72 +36%
EARNEST Partners
941
EARNEST Partners
Georgia
$19K – – –
EFSCE
942
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$807 +9 +4%
AIS
943
Accurate Investment Solutions
Pennsylvania
$19K +$19K +211 New
ME
944
McIlrath & Eck
Washington
$18K – – –
BGIM
945
Brandywine Global Investment Management
Pennsylvania
$17K – – –
SIS
946
Sound Income Strategies
Florida
$17K – – –
CCM
947
Covington Capital Management
California
$15K – – –
WPA
948
West Paces Advisors
Georgia
$13.7K – – –
TL
949
TrueWealth LLC
Georgia
$13K – – –
MC
950
Machina Capital
France
$13K +$13K +148 New
36 37
38
39 40