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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 %
MAFM
1001
Mid Atlantic Financial Management
Pennsylvania
$268K +$268K +2,317 New
TSW
1002
Thompson Siegel & Walmsley
Virginia
$267K +$15.5K +134 +6%
CCA
1003
Catalyst Capital Advisors
New York
$266K -$333K -2,882 -56%
WP
1004
WMS Partners
Maryland
$266K -$69.7K -602 -21%
GIM
1005
Greenwich Investment Management
Connecticut
$266K – – –
OPA
1006
Old Port Advisors
Maine
$266K +$3.4K +29 +1%
RPSA
1007
Richard P. Slaughter Associates
Texas
$264K +$264K +2,286 New
Pacer Advisors
1008
Pacer Advisors
Pennsylvania
$261K -$12.2M -105,507 -98%
PCS
1009
Personal CFO Solutions
New Jersey
$259K -$6.01K -52 -2%
CAM
1010
Claret Asset Management
Quebec, Canada
$259K +$4.62K +40 +2%
CT
1011
Coastline Trust
Rhode Island
$258K -$27.8K -240 -10%
LC
1012
LCNB Corp
Ohio
$258K -$11.1K -96 -4%
RA
1013
Rational Advisors
New York
$256K -$1.06M -9,188 -81%
Acadian Asset Management
1014
Acadian Asset Management
Massachusetts
$256K – – –
KA
1015
Kovack Advisors
Florida
$256K +$256K +2,216 New
GW
1016
GW & Wade
Massachusetts
$252K – – –
SSB
1017
Sandy Spring Bank
Maryland
$250K -$43.7K -378 -15%
SIG
1018
Sargent Investment Group
Maryland
$249K – – –
IAN
1019
Integrated Advisors Network
Texas
$249K +$249K +2,150 New
TMAM
1020
Tokio Marine Asset Management
Japan
$248K +$248K +2,149 New
EFS
1021
Essex Financial Services
Connecticut
$247K +$3.47K +30 +1%
BHBT
1022
Burke & Herbert Bank & Trust
Virginia
$245K – – –
EWA
1023
EP Wealth Advisors
California
$245K +$7.76K +67 +3%
UCI
1024
Uncommon Cents Investing
Wisconsin
$243K – – –
CCM
1025
Coldstream Capital Management
Washington
$243K +$16.7K +144 +7%
39 40
41
42 43