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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 %
SWA
1026
Sutton Wealth Advisors
Florida
$142K +$1.71K +18 +1%
IFAM
1027
Institutional & Family Asset Management
Colorado
$140K – – –
TPWA
1028
TRUE Private Wealth Advisors
Oregon
$138K +$1.32K +14 +1%
CBT
1029
Capital Bank & Trust
California
$135K -$40.9K -429 -23%
VCP
1030
Verus Capital Partners
Arizona
$133K -$28.5K -300 -18%
SBL
1031
Sargent Bickham Lagudis
Colorado
$133K – – –
SIC
1032
Salem Investment Counselors
North Carolina
$126K – – –
CIA
1033
CSat Investment Advisory
Michigan
$124K +$14.8K +156 +14%
AT
1034
Arden Trust
Delaware
$123K +$123K +1,300 New
PCM
1035
Penserra Capital Management
California
$111K +$18.4K +176 +20%
ICM
1036
Islay Capital Management
Texas
$109K – – –
CFA
1037
Carroll Financial Associates
North Carolina
$109K +$35.9K +378 +49%
JFA
1038
JNBA Financial Advisors
Minnesota
$106K – – –
SIAS
1039
Shine Investment Advisory Services
Colorado
$103K -$5.53K -58 -5%
EI
1040
Ellevest Inc
New York
$101K +$41.9K +442 +71%
PM
1041
Precept Management
Texas
$95K -$1.81M -19,000 -95%
GRP
1042
Global Retirement Partners
California
$95K +$10.2K +107 +12%
EP
1043
Eudaimonia Partners
Tennessee
$94K +$94K +993 New
SQA
1044
Simon Quick Advisors
New Jersey
$90K -$4.93K -52 -5%
BCA
1045
Berman Capital Advisors
Georgia
$90K +$12.3K +130 +16%
OIA
1046
Optimum Investment Advisors
Illinois
$88K -$59.8K -627 -40%
CLOS
1047
Compagnie Lombard Odier SCmA
Switzerland
$85K +$85K +900 New
AF
1048
Allworth Financial
California
$79K – – –
WEC
1049
Winslow Evans & Crocker
Massachusetts
$76K -$365K -3,826 -83%
SMFS
1050
Squar Milner Financial Services
California
$76K -$4.74K -50 -6%
40 41
42
43 44