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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 %
BFC
951
Bedel Financial Consulting
Indiana
$9K – – –
CI
952
CX Institutional
Indiana
$8K +$8K +91 New
BAMG
953
Brand Asset Management Group
Missouri
$8K +$8K +95 New
LWM
954
Lenox Wealth Management
Ohio
$7K – – –
MFW
955
Mosaic Family Wealth
Missouri
$7K +$7K +84 New
WAP
956
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
APC
957
Aspire Private Capital
North Carolina
$5K – – –
TFGT
958
TS Financial Group (TSFG)
Illinois
$5K +$5K +54 New
OSAM
959
O'Shaughnessy Asset Management
Connecticut
$4K – – –
TIM
960
Tortoise Investment Management
New York
$4K – – –
CA
961
Centerpoint Advisors
Massachusetts
$4K – – –
NL
962
NVWM LLC
Pennsylvania
$4K – – –
WCG
963
Weaver Consulting Group
California
$3K +$3K +36 New
LWA
964
Lenox Wealth Advisors
New York
$3K +$3K +37 New
GEA
965
Glen Eagle Advisors
New Jersey
$2.3K -$177 -2 -7%
TFA
966
Transamerica Financial Advisors
Florida
$2K -$631K -3,787 -100%
IA
967
IFP Advisors
Florida
$2K -$132K -1,319 -99%
HIM
968
Hillsdale Investment Management
Ontario, Canada
$2K -$1K -10 -33%
OFW
969
Omnia Family Wealth
Florida
$2K – – –
HI
970
Hudock Inc
Pennsylvania
$2K +$2K +32 New
GT
971
Glenmede Trust
Pennsylvania
$1.46K -$40 -458 -3%
VFA
972
Valeo Financial Advisors
Indiana
$1K – – –
AC
973
Avestar Capital
New York
$1K – – –
CFA
974
Camarda Financial Advisors
Florida
$1K +$1K +6 New
ST
975
Sageworth Trust
Pennsylvania
$1K +$900 +9 +900%
37 38
39
40 41