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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 %
VCP
1076
Verus Capital Partners
Arizona
$196K +$196K +1,699 New
PFGIA
1077
Patriot Financial Group Insurance Agency
Massachusetts
$195K – – –
GLI
1078
Guardian Life Insurance
New York
$194K +$1.38K +12 +0.7%
SBSB
1079
Sullivan, Bruyette, Speros & Blaney
Virginia
$187K +$11.7K +101 +7%
MIFH
1080
Migdal Insurance & Financial Holdings
Israel
$185K -$1.77M -15,334 -91%
PHK
1081
Point72 Hong Kong
Hong Kong
$182K -$120K -1,035 -40%
QCG
1082
Quadrant Capital Group
Ohio
$181K +$88.4K +823 +95%
GFPC
1083
Global Financial Private Client
Florida
$180K +$180K +1,555 New
OIA
1084
Optimum Investment Advisors
Illinois
$179K +$98.2K +850 +121%
BAM
1085
Bellevue Asset Management
Washington
$178K +$178K +1,540 New
IFAM
1086
Institutional & Family Asset Management
Colorado
$171K – – –
SWA
1087
Sutton Wealth Advisors
Florida
$170K – – –
TPWA
1088
TRUE Private Wealth Advisors
Oregon
$167K +$167K +1,446 New
OPS
1089
Orion Portfolio Solutions
Nebraska
$163K +$163K +1,413 New
ED
1090
Exane Derivatives
France
$162K -$6.52K -55 -4%
BCI
1091
Brinker Capital Investments
Pennsylvania
$162K – – –
SBL
1092
Sargent Bickham Lagudis
Colorado
$162K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1093
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$160K +$160K +1,381 New
MAM
1094
Meeder Asset Management
Ohio
$159K +$48K +414 +43%
SIC
1095
Salem Investment Counselors
North Carolina
$154K – – –
Rockefeller Capital Management
1096
Rockefeller Capital Management
New York
$151K +$101K +871 +200%
SIM
1097
Sonora Investment Management
Arizona
$140K – – –
ACM
1098
Anfield Capital Management
California
$137K +$137K +1,125 New
LC
1099
Lindbrook Capital
California
$133K – – –
ICM
1100
Islay Capital Management
Texas
$133K +$133K +1,150 New
42 43
44
45 46