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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 %
CAN
1051
Claraphi Advisory Network
United States
$75K +$75K +786 New
PFBT
1052
Parkside Financial Bank & Trust
Missouri
$74K +$24.4K +255 +49%
PCM
1053
Pinz Capital Management
New York
$68K +$11.3K +120 +20%
TF
1054
Tompkins Financial
New York
$67K – – –
LC
1055
Lindbrook Capital
California
$65K -$43.3K -458 -40%
FRA
1056
Front Row Advisors
California
$65K +$65K +627 New
DCM
1057
Davis Capital Management
Florida
$63K +$63K +668 New
PO
1058
Private Ocean
California
$60K – – –
BWM
1059
BerganKDV Wealth Management
Minnesota
$60K – – –
WAP
1060
Wealthcare Advisory Partners
Pennsylvania
$60K +$3.04K +32 +5%
QAM
1061
QCI Asset Management
New York
$59K – – –
PWMG
1062
Prestige Wealth Management Group
New Jersey
$58K +$52.2K +546 +895%
FPB
1063
First PREMIER Bank
South Dakota
$57K – – –
AWA
1064
Arkadios Wealth Advisors
Georgia
$56.5K -$3.61K -38 -6%
LWANC
1065
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K – – –
IRC
1066
Investors Research Corp
Georgia
$54K – – –
PRC
1067
Pearl River Capital
Michigan
$50K -$1.02M -10,676 -95%
GWS
1068
Glassman Wealth Services
Virginia
$49K +$479 +5 +1%
CG
1069
Cutler Group
California
$48K -$3.04K -32 -6%
NSB
1070
Norway Savings Bank
Maine
$47K – – –
GAM
1071
Gemmer Asset Management
California
$44K +$2.57K +27 +6%
MG
1072
MilWealth Group
Wisconsin
$42.9K – – –
EWM
1073
EPG Wealth Management
Georgia
$42K +$42K +446 New
FCA
1074
FinTrust Capital Advisors
South Carolina
$40K – – –
MWM
1075
MBE Wealth Management
Wisconsin
$40K +$40K +428 New
41 42
43
44 45