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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 %
SGCA
926
Steel Grove Capital Advisors
Tennessee
$293K -$712K -7,494 -71%
BBHC
927
Brown Brothers Harriman & Co
New York
$293K -$75.5K -794 -20%
TCOV
928
Trust Company of Vermont
Vermont
$292K +$19K +200 +7%
EF
929
Empirical Finance
Pennsylvania
$292K +$113K +1,192 +63%
DIA
930
Dana Investment Advisors
Wisconsin
$291K – – –
HFG
931
Heron Financial Group
New York
$286K -$19.5K -202 -6%
JWM
932
JGP Wealth Management
Oregon
$284K – – –
MPPLM
933
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$283K +$19.6K +206 +7%
MAM
934
Marotta Asset Management
Virginia
$282K – – –
RCA
935
Resonant Capital Advisors
Wisconsin
$281K -$5.42K -57 -2%
BWCS
936
Beirne Wealth Consulting Services
Connecticut
$279K – – –
WB
937
West Bancorporation
Iowa
$279K +$9.58K +101 +4%
LIM
938
Leavell Investment Management
Alabama
$277K -$52.2K -550 -16%
IIM
939
Ipswich Investment Management
Massachusetts
$276K -$22.8K -240 -8%
WJWM
940
Williams Jones Wealth Management
New York
$275K – – –
PFP
941
Pinnacle Financial Partners
Tennessee
$273K -$41.2K -433 -13%
FCI
942
Financial Counselors Inc
Kansas
$269K – – –
CAW
943
Cornerstone Advisors (Washington)
Washington
$268K +$21.3K +224 +9%
EWM
944
Endurance Wealth Management
Rhode Island
$267K +$267K +2,806 New
BRWM
945
B. Riley Wealth Management
Tennessee
$267K +$267K +2,810 New
PCA
946
Personal Capital Advisors
California
$266K -$5.79K -61 -2%
PP
947
Palladium Partners
Virginia
$266K +$8.55K +90 +3%
CFS
948
CRA Financial Services
New Jersey
$265K – – –
WF
949
WoodTrust Financial
Wisconsin
$264K +$264K +2,777 New
AW
950
Alpha Windward
Massachusetts
$262K -$18.5K -195 -7%
36 37
38
39 40