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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 %
NIM
951
NuWave Investment Management
New Jersey
$11K -$175K -1,923 -94%
SFSIG
952
San Francisco Sentry Investment Group
California
$11K – – –
Rockefeller Capital Management
953
Rockefeller Capital Management
New York
$10K -$73.8K -812 -88%
BFC
954
Bedel Financial Consulting
Indiana
$10K – – –
IRC
955
Investors Research Corp
Georgia
$10K – – –
TWA
956
TCI Wealth Advisors
Arizona
$10K – – –
CI
957
CX Institutional
Indiana
$10K +$1.5K +16 +18%
PCG
958
Private Capital Group
Connecticut
$9K -$18.4K -237 -67%
TC
959
Trust Company
Kansas
$9K – – –
BAMG
960
Brand Asset Management Group
Missouri
$9K – – –
GEA
961
Glen Eagle Advisors
New Jersey
$7.11K +$4.74K +52 +200%
LWM
962
Lenox Wealth Management
Ohio
$7K – – –
BL
963
Balentine LLC
Georgia
$6K +$6K +63 New
Parallax Volatility Advisers
964
Parallax Volatility Advisers
California
$5K -$272K -3,262 -98%
APC
965
Aspire Private Capital
North Carolina
$5K – – –
TFGT
966
TS Financial Group (TSFG)
Illinois
$5K – – –
OSAM
967
O'Shaughnessy Asset Management
Connecticut
$5K +$100 +1 +2%
RCG
968
Ruggie Capital Group
Florida
$5K +$5K +55 New
AAP
969
Arax Advisory Partners
Colorado
$5K +$5K +59 New
MF
970
Manchester Financial
California
$5K +$5K +60 New
TIM
971
Tortoise Investment Management
New York
$4K – – –
CA
972
Centerpoint Advisors
Massachusetts
$4K – – –
CH
973
Canton Hathaway
Rhode Island
$4K +$4K +45 New
EWA
974
Evolution Wealth Advisors
Florida
$4K +$4K +46 New
CCM
975
Cribstone Capital Management
Maine
$3K -$7.8K -78 -72%
37 38
39
40 41