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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 %
ME
1101
McIlrath & Eck
Washington
$19K – – –
AIM
1102
Artemis Investment Management
United Kingdom
$18.1K -$13.3K -139,546 -42%
AWM
1103
AllSquare Wealth Management
New York
$17K – – –
SFSIG
1104
San Francisco Sentry Investment Group
California
$16K +$1.49K +16 +10%
BC
1105
Barnett & Company
Tennessee
$15K -$920 -10 -6%
H
1106
Hexavest
Quebec, Canada
$15K +$15K +160 New
TWA
1107
TCI Wealth Advisors
Arizona
$14K -$2.87K -31 -17%
M
1108
Mirova
France
$13K – – –
CI
1109
CX Institutional
Indiana
$12K +$952 +10 +9%
OAM
1110
Optimal Asset Management
California
$11.3K +$5.38K +56,614 +91%
BL
1111
Balentine LLC
Georgia
$11K -$57.8K -604 -84%
CCM
1112
Covington Capital Management
California
$11K -$35.7K -376 -76%
CIAS
1113
CBIZ Investment Advisory Services
Ohio
$11K – – –
BFC
1114
Bedel Financial Consulting
Indiana
$11K +$861 +9 +8%
MF
1115
Manchester Financial
California
$10K -$5.43K -57 -35%
TC
1116
Trust Company
Kansas
$9K – – –
BAMG
1117
Brand Asset Management Group
Missouri
$9K – – –
LWA
1118
Lenox Wealth Advisors
New York
$9K +$9K +94 New
BWA
1119
Burt Wealth Advisors
Maryland
$9K +$9K +96 New
RCA
1120
Ranch Capital Advisors
Florida
$9K +$9K +100 New
CFFP
1121
Center for Financial Planning
Michigan
$9K +$9K +100 New
WPA
1122
West Paces Advisors
Georgia
$8.55K -$5.7K -60 -40%
SFG
1123
Sowa Financial Group
Rhode Island
$8K – – –
GEA
1124
Glen Eagle Advisors
New Jersey
$7.31K – – –
ED
1125
Exane Derivatives
France
$7.03K -$123K -1,295 -95%
43 44
45
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