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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 %
PCG
1126
Private Capital Group
Connecticut
$7K -$972 -10 -12%
LWM
1127
Lenox Wealth Management
Ohio
$7K – – –
CMA
1128
Cedar Mountain Advisors
Oregon
$7K – – –
TRCT
1129
Tower Research Capital (TRC)
New York
$6K -$162K -1,697 -96%
EW
1130
Evoke Wealth
California
$5.51K -$12.3K -129 -69%
DAM
1131
Delta Asset Management
Tennessee
$5K – – –
TIM
1132
Tortoise Investment Management
New York
$5K – – –
TFGT
1133
TS Financial Group (TSFG)
Illinois
$5K – – –
RDWM
1134
Red Door Wealth Management
Tennessee
$5K +$5K +55 New
WQ
1135
Wealth Quarterback
New Jersey
$4.28K – – –
MIFH
1136
Migdal Insurance & Financial Holdings
Israel
$4K -$135K -1,557 -97%
WCG
1137
Weaver Consulting Group
California
$4K – – –
CA
1138
Centerpoint Advisors
Massachusetts
$4K – – –
WCM
1139
Wealthcare Capital Management
Virginia
$3K -$1.8K -18 -38%
FFC
1140
First Financial Corp
Indiana
$3K – – –
HI
1141
Hudock Inc
Pennsylvania
$3K – – –
LFG
1142
Larson Financial Group
Missouri
$3K +$3K +27 New
AA
1143
AlphaMark Advisors
Kentucky
$3K +$3K +32 New
CCT
1144
Capital City Trust
Florida
$2.88K +$15 +160 +0.5%
GFPC
1145
Global Financial Private Client
Florida
$2.11K -$135K -1,531 -98%
VFA
1146
Valeo Financial Advisors
Indiana
$2K -$73.3K -806 -97%
FANJ
1147
Financial Architects (New Jersey)
New Jersey
$2K – – –
FBT
1148
First Bank & Trust
South Dakota
$2K – – –
SC
1149
Solstein Capital
California
$2K +$2K +20 New
GFPC
1150
Global Financial Private Capital
Florida
$2K +$2K +21 New
44 45
46
47 48