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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 %
LBC
1051
Lawrence B. Cohen
$218K +$218K +1,885 New
LSAG
1052
Lake Street Advisors Group
New Hampshire
$216K +$216K +1,867 New
ACM
1053
AlphaCrest Capital Management
New York
$215K -$1.53M -13,193 -88%
SNBOSD
1054
Security National Bank of So Dak
Iowa
$215K -$30K -259 -12%
ATFA
1055
All Terrain Financial Advisors
Minnesota
$214K +$214K +1,850 New
CBT
1056
Capital Bank & Trust
California
$213K – – –
HFBOT
1057
Home Federal Bank of Tennessee
Tennessee
$213K +$213K +1,840 New
RI
1058
Ridgewood Investments
New Jersey
$213K +$213K +1,845 New
WSFS
1059
Wilmington Savings Fund Society
Delaware
$212K +$212K +1,830 New
WANY
1060
Wealthspire Advisors (New York)
New York
$210K +$210K +1,818 New
VF
1061
Virtu Financial
New York
$209K -$167K -1,443 -44%
WPW
1062
Waldron Private Wealth
Pennsylvania
$209K +$209K +1,815 New
TP
1063
Truvvo Partners
New York
$208K -$101K -875 -33%
NB
1064
Northwest Bancshares
Pennsylvania
$208K +$208K +1,800 New
DC
1065
Derby & Company
Massachusetts
$208K +$208K +1,800 New
MDCM
1066
Morgan Dempsey Capital Management
Wisconsin
$207K – – –
TRCT
1067
Tower Research Capital (TRC)
New York
$204K -$1.34M -11,537 -87%
ESB
1068
Essex Savings Bank
Connecticut
$203K +$203K +1,753 New
VWM
1069
Vigilare Wealth Management
Arizona
$202K +$202K +1,660 New
CA
1070
Clearstead Advisors
Ohio
$202K +$202K +1,744 New
AA
1071
Apriem Advisors
California
$202K +$202K +1,750 New
Qube Research & Technologies (QRT)
1072
Qube Research & Technologies (QRT)
United Kingdom
$201K -$1.01M -8,732 -83%
JIM
1073
Jupiter Investment Management
United Kingdom
$201K +$201K +1,741 New
BWP
1074
Bernardo Wealth Planning
Pennsylvania
$201K +$201K +1,744 New
CFB
1075
Cullen/Frost Bankers
Texas
$196K -$47.6K -412 -20%
41 42
43
44 45