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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 %
CG
1026
Caprock Group
Idaho
$242K +$17.1K +148 +8%
BPB
1027
Badgley, Phelps & Bell
Washington
$241K -$37.1K -320 -13%
LI
1028
LVZ Inc
Michigan
$237K – – –
BHWM
1029
Bar Harbor Wealth Management
New Hampshire
$236K – – –
GH
1030
GAM Holding
Switzerland
$232K -$635K -5,494 -73%
RGI
1031
River Global Investors
United Kingdom
$231K -$7.01M -60,714 -97%
CWM
1032
Calamos Wealth Management
Illinois
$231K -$34.7K -300 -13%
NAM
1033
NTV Asset Management
West Virginia
$231K -$23.1K -200 -9%
PWP
1034
Principle Wealth Partners
Connecticut
$231K – – –
WG
1035
Welch Group
Alabama
$231K – – –
UAM
1036
UAS Asset Management
New York
$231K – – –
VVP
1037
Venture Visionary Partners
Ohio
$231K +$231K +1,999 New
AAP
1038
Ardsley Advisory Partners
Connecticut
$231K +$231K +2,000 New
ODG
1039
O'Dell Group
Ohio
$230K -$70.2K -608 -23%
MCM
1040
MAI Capital Management
Ohio
$230K -$15.4K -133 -6%
EWM
1041
Evermay Wealth Management
Virginia
$230K – – –
AIM
1042
AIA Investment Management
Singapore
$230K +$2.19K +19 +1%
JCM
1043
Jacobsen Capital Management
Utah
$230K +$230K +1,990 New
CC
1044
Cedar Capital
Illinois
$229K -$10.4K -90 -4%
MA
1045
MANA Advisors
New York
$227K +$227K +1,966 New
CANY
1046
Caxton Associates (New York)
New York
$226K -$297K -2,569 -57%
SOAMC
1047
Spirit of America Management Corp
New York
$225K +$23.1K +200 +11%
CMBA
1048
C.M. Bidwell & Associates
Hawaii
$224K -$5.67K -49 -2%
EF
1049
Empirical Finance
Pennsylvania
$218K +$218K +1,882 New
SEM
1050
Suncoast Equity Management
Florida
$218K +$218K +1,885 New
40 41
42
43 44