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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 %
Acadian Asset Management
1001
Acadian Asset Management
Massachusetts
$210K – – –
MYLI
1002
Meiji Yasuda Life Insurance
Japan
$209K -$48.5K -510 -19%
RPSA
1003
Richard P. Slaughter Associates
Texas
$209K -$8.17K -86 -4%
PIM
1004
Penobscot Investment Management
Massachusetts
$209K +$209K +2,200 New
CAM
1005
Claret Asset Management
Quebec, Canada
$208K -$4.93K -52 -2%
LC
1006
LCNB Corp
Ohio
$208K -$4.76K -50 -2%
CT
1007
Coastline Trust
Rhode Island
$205K -$7.63K -80 -4%
SMC
1008
Smith, Moore & Co
Missouri
$203K +$203K +2,140 New
KA
1009
Kovack Advisors
Florida
$201K -$9.9K -104 -5%
BHBT
1010
Burke & Herbert Bank & Trust
Virginia
$201K – – –
PWPS
1011
Pinnacle Wealth Planning Services
Ohio
$200K +$200K +2,115 New
OPS
1012
Orion Portfolio Solutions
Nebraska
$199K +$65K +686 +49%
RWA
1013
Ropes Wealth Advisors
Massachusetts
$197K -$95.5K -1,004 -33%
WG
1014
Welch Group
Alabama
$192K +$2.09K +22 +1%
AIM
1015
AIA Investment Management
Singapore
$189K – – –
SOAMC
1016
Spirit of America Management Corp
New York
$185K – – –
SCA
1017
Stonebridge Capital Advisors
Minnesota
$182K -$62.8K -662 -26%
S
1018
Seeyond
France
$166K -$32.8K -2,076 -17%
CA
1019
Clearstead Advisors
Ohio
$166K – – –
PMFA
1020
Plante Moran Financial Advisors
Michigan
$166K +$144K +1,522 +665%
MDCM
1021
Morgan Dempsey Capital Management
Wisconsin
$165K -$4.05K -43 -2%
PFGIA
1022
Patriot Financial Group Insurance Agency
Massachusetts
$161K – – –
SBSB
1023
Sullivan, Bruyette, Speros & Blaney
Virginia
$154K – – –
BAM
1024
Bellevue Asset Management
Washington
$151K – – –
AP
1025
Atwood & Palmer
Missouri
$144K +$144K +1,515 New
39 40
41
42 43