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Fiserv
FI

Overview Fund Activity

910 hedge funds and large institutions have $25.3B invested in Fiserv in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 262 increasing their positions, 380 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+21
Holders Change %
+2.36%
% of All Funds
20.31%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
262
Reduced
380
Closed
83
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$133M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.4M
3
BlackRock
BlackRock
New York
+$66M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.1M
5
Capital International Investors
Capital International Investors
California
+$61.2M

Top Sellers

1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$92.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
951
Coastline Trust
Rhode Island
– -$222K -2,690 Closed
LOAMS
952
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$221K -2,680 Closed
FNT
953
First National Trust
Pennsylvania
– -$219K -2,660 Closed
SCA
954
Snowden Capital Advisors
New York
– -$219K -2,659 Closed
IAA
955
Independent Advisor Alliance
North Carolina
– -$216K -2,655 Closed
BDF
956
Balasa Dinverno & Foltz
– -$217K -2,634 Closed
CL
957
CPWM LLC
Washington
– -$215K -2,610 Closed
MHC
958
Meyer Handelman Company
New York
– -$214K -2,600 Closed
WS
959
Wedbush Securities
California
– -$209K -2,532 Closed
QC
960
QCM Cayman
Texas
– -$204K -2,482 Closed
JCM
961
Janney Capital Management
Pennsylvania
– -$201K -2,440 Closed
TPWA
962
TRUE Private Wealth Advisors
Oregon
– -$143K -1,732 Closed
EDRH
963
Edmond de Rothschild Holding
Switzerland
– -$139K -1,688 Closed
BA
964
Ballew Advisors
Mississippi
– -$125K -1,600 Closed
CPH
965
C Partners Holding
Switzerland
– -$129K -1,564 Closed
SIC
966
Salem Investment Counselors
North Carolina
– -$110K -1,330 Closed
IP
967
Isthmus Partners
Wisconsin
– -$74K -898 Closed
MWPCG
968
Measured Wealth Private Client Group
New Hampshire
– -$71K -895 Closed
AAM
969
Advisors Asset Management
Colorado
– -$73K -891 Closed
HIIFS
970
Harel Insurance Investments & Financial Services
Israel
– -$66K -797 Closed
CPIG
971
Chicago Partners Investment Group
Illinois
– -$44K -564 Closed
HFM
972
Harvest Fund Management
China
– -$42K -508 Closed
WOC
973
West Oak Capital
California
– -$28.8K -350 Closed
AS
974
Altshuler Shaham
Israel
– -$25K -309 Closed
TG
975
TLP Group
Illinois
– -$25K -305 Closed
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