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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 %
CCM
976
Chickasaw Capital Management
Tennessee
$240K – – –
CCM
977
Carlson Capital Management
Minnesota
$239K -$9.15K -95 -4%
SC
978
Sepio Capital
Utah
$236K -$11K -116 -4%
DACG
979
Donor Advised Charitable Giving
California
$236K – – –
MAFM
980
Mid Atlantic Financial Management
Pennsylvania
$235K +$15.2K +160 +7%
BHTS
981
Bar Harbor Trust Services
Maine
$234K -$3.23K -34 -1%
JCM
982
Janney Capital Management
Pennsylvania
$232K – – –
CCM
983
Coldstream Capital Management
Washington
$232K +$32.1K +337 +16%
FWM
984
Fairhaven Wealth Management
Illinois
$230K +$2.18K +23 +1%
EWA
985
EP Wealth Advisors
California
$230K +$29.3K +309 +15%
FIB
986
First Interstate Bank
Montana
$228K – – –
SYBT
987
Stock Yards Bank & Trust
Kentucky
$228K – – –
DP
988
Dearborn Partners
Illinois
$228K – – –
MSFP
989
Mark Sheptoff Financial Planning
Connecticut
$226K – – –
GFP
990
Gryphon Financial Partners
Ohio
$224K -$11.6K -122 -5%
BFEC
991
Benjamin F. Edwards & Company
Missouri
$224K -$5.99K -63 -3%
NAM
992
NTV Asset Management
West Virginia
$223K +$33.2K +350 +18%
ZCA
993
Zeke Capital Advisors
Pennsylvania
$219K -$447K -4,702 -67%
MA
994
MONECO Advisors
Connecticut
$219K +$2.09K +22 +1%
LI
995
Leap Investments
Illinois
$218K -$806K -8,500 -79%
GIM
996
Greenwich Investment Management
Connecticut
$218K – – –
BTW
997
Boston Trust Walden
Massachusetts
$213K -$114K -1,200 -35%
TSW
998
Thompson Siegel & Walmsley
Virginia
$213K -$6.85K -72 -3%
CWP
999
CFM Wealth Partners
Texas
$212K – – –
MAM
1000
Meeder Asset Management
Ohio
$211K +$80.8K +852 +62%
38 39
40
41 42