FI icon

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 %
BCH
1151
Berkshire Capital Holdings
California
$1K -$12.3M -123,330 -100%
LWM
1152
Liberty Wealth Management
California
$1K -$47.4K -332 -98%
TAIM
1153
TD Ameritrade Investment Management
Nebraska
$1K -$400 -6 -29%
TFA
1154
Transamerica Financial Advisors
Florida
$1K -$100 -1 -9%
PA
1155
Procyon Advisors
Connecticut
$1K +$375 +3 +60%
PCTC
1156
Perkins Coie Trust Company
Washington
$1K +$1K +6 New
PW
1157
Price Wealth
Texas
$1K +$1K +11 New
FCH
1158
Freestone Capital Holdings
Washington
$875 +$51 +541 +6%
TI
1159
tru Independence
Oregon
$712 – – –
MLL
1160
Moody Lynn & Lieberson
Massachusetts
$401 -$3.52K -37,060 -90%
WA
1161
WBH Advisory
Maryland
$248 -$20 -214 -8%
WIM
1162
Westside Investment Management
California
$40 +$40 +424 New
HCM
1163
Hitchwood Capital Management
New York
– -$84.3M -729,000 Closed
Lord, Abbett & Co
1164
Lord, Abbett & Co
New Jersey
– -$39.7M -343,566 Closed
ECM
1165
Engle Capital Management
Connecticut
– -$28M -242,000 Closed
HAM
1166
Honeycomb Asset Management
New York
– -$17.7M -153,200 Closed
CPM
1167
Crescent Park Management
California
– -$16.3M -140,584 Closed
DP
1168
DSAM Partners
United Kingdom
– -$14.9M -129,051 Closed
BAPIM
1169
British Airways Pensions Investment Management
United Kingdom
– -$14.7M -127,532 Closed
AC
1170
Athanor Capital
New York
– -$14.4M -124,500 Closed
BCM
1171
Barometer Capital Management
Ontario, Canada
– -$13.3M -115,085 Closed
AAM
1172
AO Asset Management
New York
– -$12M -103,800 Closed
GC
1173
Gillson Capital
Illinois
– -$9.36M -80,904 Closed
LG
1174
Leuthold Group
Minnesota
– -$9.33M -80,723 Closed
BC
1175
Breakline Capital
New York
– -$9.07M -78,456 Closed
45 46
47
48 49