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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 %
BCM
926
Bienville Capital Management
New York
$376K – – –
SCA
927
Snowden Capital Advisors
New York
$370K +$13.5K +117 +4%
EH
928
Employers Holdings
Nevada
$370K – – –
PCMC
929
Paragon Capital Management (Colorado)
Colorado
$370K – – –
CAAS
930
Capital Asset Advisory Services
Michigan
$365K +$365K +3,021 New
IIM
931
Ipswich Investment Management
Massachusetts
$364K -$34.7K -300 -9%
HAM
932
Highstreet Asset Management
Ontario, Canada
$361K -$70.6K -611 -16%
FNFDCM
933
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$357K – – –
RWA
934
Ropes Wealth Advisors
Massachusetts
$356K -$26K -225 -7%
DIA
935
Dana Investment Advisors
Wisconsin
$355K -$7.87K -68 -2%
OWP
936
Obermeyer Wealth Partners
Colorado
$353K -$144K -1,248 -29%
AIM
937
Achmea Investment Management
Netherlands
$353K – – –
SPC
938
Sigma Planning Corp
Michigan
$351K -$92.9K -802 -21%
RCA
939
Resonant Capital Advisors
Wisconsin
$348K +$348K +3,013 New
SNBOSCI
940
Security National Bank of Sioux City Iowa
Iowa
$346K -$13.5K -117 -4%
CHC
941
City Holding Co
West Virginia
$346K +$159K +1,374 +85%
KFGK
942
Keystone Financial Group (Kentucky)
Kentucky
$345K – – –
GC
943
Gilbert & Cook
Iowa
$344K +$47.2K +408 +16%
WTC
944
WhitTier Trust Company
Nevada
$342K – – –
AW
945
Alpha Windward
Massachusetts
$342K – – –
1IA
946
1834 Investment Advisors
Wisconsin
$341K – – –
BWCS
947
Beirne Wealth Consulting Services
Connecticut
$340K -$27.4K -237 -7%
JWM
948
JGP Wealth Management
Oregon
$337K – – –
WJWM
949
Williams Jones Wealth Management
New York
$334K – – –
TCOV
950
Trust Company of Vermont
Vermont
$332K – – –
36 37
38
39 40