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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 %
DWM
1076
Darwin Wealth Management
Florida
$39K +$39K +414 New
RFA
1077
Reilly Financial Advisors
California
$38K – – –
KPW
1078
Kore Private Wealth
New York
$34K +$13.1K +139 +62%
ADL
1079
Asset Dedication LLC
California
$33K -$23.4K -248 -41%
TFO
1080
Tarbox Family Office
California
$33K -$16.2K -173 -33%
AWM
1081
Avondale Wealth Management
Texas
$33K – – –
SLF
1082
Sun Life Financial
Ontario, Canada
$32K -$482 -5 -1%
VEA
1083
Virtus ETF Advisers
New York
$31K +$4.62K +48 +18%
VCM
1084
Versant Capital Management
Arizona
$31K +$6.71K +71 +28%
SC
1085
Steph & Co
Wisconsin
$30K – – –
EARNEST Partners
1086
EARNEST Partners
Georgia
$29K – – –
FMP
1087
Financial Management Professionals
Texas
$29K – – –
IWP
1088
IAG Wealth Partners
Wisconsin
$29K – – –
NIM
1089
NuWave Investment Management
New Jersey
$26K -$838K -8,739 -97%
CFN
1090
Cordasco Financial Network
Florida
$26K – – –
SIS
1091
Sound Income Strategies
Florida
$26K +$7.68K +80 +42%
FGAM
1092
Financial Gravity Asset Management
Texas
$25.8K -$7K -74 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1093
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24K -$107K -1,128 -82%
AS
1094
Altshuler Shaham
Israel
$24K +$840 +9 +4%
WLPWM
1095
Walled Lake Planning & Wealth Management
Illinois
$23K – – –
SL
1096
Savior LLC
Massachusetts
$22K -$948 -10 -4%
M
1097
MOTCO
Texas
$22K -$193 -2 -0.9%
BBA
1098
Braun-Bostich & Associates
Pennsylvania
$20K – – –
OSAM
1099
O'Shaughnessy Asset Management
Connecticut
$19K -$63.7K -667 -77%
TL
1100
TrueWealth LLC
Georgia
$19K -$4.77K -50 -20%
42 43
44
45 46