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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 %
SIAS
1101
Shine Investment Advisory Services
Colorado
$132K -$4.06K -35 -3%
CIA
1102
CSat Investment Advisory
Michigan
$132K +$20K +174 +18%
JFA
1103
JNBA Financial Advisors
Minnesota
$129K – – –
RP
1104
Rowlandmiller & Partners
Georgia
$123K – – –
JFA
1105
Johanson Financial Advisors
California
$121K +$121K +13,991 New
SQA
1106
Simon Quick Advisors
New Jersey
$116K +$6.02K +52 +5%
FGAM
1107
Financial Gravity Asset Management
Texas
$116K +$18.4K +55 +19%
O
1108
Ossiam
France
$115K -$150K -1,299 -57%
PCM
1109
Penserra Capital Management
California
$107K -$30.9K -256 -22%
GRP
1110
Global Retirement Partners
California
$103K -$2.9K -25 -3%
OSAM
1111
O'Shaughnessy Asset Management
Connecticut
$100K +$93.9K +813 +1,534%
SMFS
1112
Squar Milner Financial Services
California
$98K +$98K +851 New
AF
1113
Allworth Financial
California
$96K – – –
VFA
1114
Valeo Financial Advisors
Indiana
$96K +$32.7K +282 +52%
BCA
1115
Berman Capital Advisors
Georgia
$95K – – –
CFA
1116
Carroll Financial Associates
North Carolina
$89K -$5.54K -48 -6%
BL
1117
Balentine LLC
Georgia
$83K +$73.1K +633 +736%
TF
1118
Tompkins Financial
New York
$82K -$17.7K -153 -18%
AWA
1119
Arkadios Wealth Advisors
Georgia
$76.6K +$76.6K +633 New
PO
1120
Private Ocean
California
$74K – – –
EMFAT
1121
Emerald Mutual Fund Advisers Trust
Pennsylvania
$74K +$74K +640 New
BWM
1122
BerganKDV Wealth Management
Minnesota
$73K +$3.14K +27 +5%
QAM
1123
QCI Asset Management
New York
$72K -$5.75K -50 -7%
HL
1124
Harding Loevner
New Jersey
$72K – – –
EI
1125
Ellevest Inc
New York
$72K +$71.4K +618 +12,360%
43 44
45
46 47