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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 %
SLF
1151
Sun Life Financial
Ontario, Canada
$39K -$15.5K -134 -28%
LWM
1152
Liberty Wealth Management
California
$39K -$575 -5 -1%
EWA
1153
Evolution Wealth Advisors
Florida
$38K +$32.2K +276 +552%
IWP
1154
IAG Wealth Partners
Wisconsin
$36K +$36K +305 New
SC
1155
Steph & Co
Wisconsin
$36K +$36K +312 New
FMP
1156
Financial Management Professionals
Texas
$35K – – –
EARNEST Partners
1157
EARNEST Partners
Georgia
$35K – – –
CFN
1158
Cordasco Financial Network
Florida
$32K – – –
VEA
1159
Virtus ETF Advisers
New York
$32K +$32K +274 New
HWM
1160
Howard Wealth Management
Connecticut
$32K +$32K +284 New
RG
1161
Retirement Group
California
$30K +$30K +260 New
VCM
1162
Versant Capital Management
Arizona
$29K -$5.76K -51 -17%
TL
1163
TrueWealth LLC
Georgia
$29K – – –
AS
1164
Altshuler Shaham
Israel
$29K +$234 +2 +0.8%
WLPWM
1165
Walled Lake Planning & Wealth Management
Illinois
$28K +$28K +238 New
SL
1166
Savior LLC
Massachusetts
$28K +$28K +242 New
M
1167
MOTCO
Texas
$27K -$11.6K -99 -30%
PMFA
1168
Plante Moran Financial Advisors
Michigan
$26K -$3.52K -31 -12%
BBA
1169
Braun-Bostich & Associates
Pennsylvania
$26K +$26K +223 New
KPW
1170
Kore Private Wealth
New York
$26K +$26K +223 New
ME
1171
McIlrath & Eck
Washington
$23K – – –
SIS
1172
Sound Income Strategies
Florida
$22K – – –
EW
1173
Evoke Wealth
California
$21.6K +$1.5K +13 +7%
AWM
1174
AllSquare Wealth Management
New York
$21K – – –
TWA
1175
TCI Wealth Advisors
Arizona
$21K +$8.08K +70 +63%
45 46
47
48 49