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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 %
CAW
976
Cornerstone Advisors (Washington)
Washington
$301K +$9.73K +84 +3%
SC
977
Sepio Capital
Utah
$300K -$96.8K -838 -24%
SCA
978
Stonebridge Capital Advisors
Minnesota
$299K +$7.18K +62 +2%
MGIA
979
Moneta Group Investment Advisors
Missouri
$299K +$28.9K +250 +11%
CCM
980
Carlson Capital Management
Minnesota
$298K +$23.1K +200 +8%
SWM
981
SeaCrest Wealth Management
New York
$297K -$3.58K -31 -1%
AWA
982
Arete Wealth Advisors
Illinois
$297K +$14.6K +126 +5%
CAC
983
Certified Advisory Corp
Florida
$294K -$11.6K -100 -4%
CCM
984
Chickasaw Capital Management
Tennessee
$292K – – –
C
985
Cerebellum
California
$290K -$193K -1,668 -40%
BHTS
986
Bar Harbor Trust Services
Maine
$289K +$289K +2,499 New
DACG
987
Donor Advised Charitable Giving
California
$287K – – –
GFP
988
Gryphon Financial Partners
Ohio
$287K +$12.2K +106 +4%
JCM
989
Janney Capital Management
Pennsylvania
$282K – – –
BFEC
990
Benjamin F. Edwards & Company
Missouri
$280K -$11.6K -100 -4%
PCMC
991
Private Capital Management (Colorado)
Colorado
$280K – – –
FWM
992
Fairhaven Wealth Management
Illinois
$278K – – –
HIC
993
Holderness Investments Company
North Carolina
$278K – – –
DP
994
Dearborn Partners
Illinois
$278K – – –
SYBT
995
Stock Yards Bank & Trust
Kentucky
$277K -$85.4K -740 -24%
FIB
996
First Interstate Bank
Montana
$277K – – –
MA
997
MONECO Advisors
Connecticut
$276K +$5.31K +44 +2%
MSFP
998
Mark Sheptoff Financial Planning
Connecticut
$275K – – –
FNT
999
First National Trust
Pennsylvania
$270K +$270K +2,335 New
CWP
1000
CFM Wealth Partners
Texas
$268K +$268K +2,232 New
38 39
40
41 42