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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 %
BC
1176
Barnett & Company
Tennessee
$20K +$18.8K +163 +1,630%
MF
1177
Manchester Financial
California
$19K +$19K +162 New
SFSIG
1178
San Francisco Sentry Investment Group
California
$18K +$1.85K +16 +11%
WPA
1179
West Paces Advisors
Georgia
$17.3K -$1.16K -10 -6%
M
1180
Mirova
France
$16K +$16K +141 New
ACM
1181
Allred Capital Management
Texas
$13.2K +$13.2K +114 New
CI
1182
CX Institutional
Indiana
$13K – – –
TC
1183
Trust Company
Kansas
$12K – – –
BFC
1184
Bedel Financial Consulting
Indiana
$12K – – –
BAMG
1185
Brand Asset Management Group
Missouri
$11K – – –
PCG
1186
Private Capital Group
Connecticut
$9K -$29.7K -271 -77%
LWM
1187
Lenox Wealth Management
Ohio
$9K – – –
VAIA
1188
Virtus Alternative Investment Advisers
Connecticut
$9K +$9K +77 New
SFG
1189
Sowa Financial Group
Rhode Island
$9K +$9K +79 New
GEA
1190
Glen Eagle Advisors
New Jersey
$8.9K – – –
CMA
1191
Cedar Mountain Advisors
Oregon
$8K +$8K +70 New
AAP
1192
Arax Advisory Partners
Colorado
$7K – – –
APC
1193
Aspire Private Capital
North Carolina
$7K – – –
PWMG
1194
Prestige Wealth Management Group
New Jersey
$7K +$2.3K +20 +49%
TIM
1195
Tortoise Investment Management
New York
$6K – – –
DAM
1196
Delta Asset Management
Tennessee
$6K – – –
TFGT
1197
TS Financial Group (TSFG)
Illinois
$6K – – –
WCM
1198
Wealthcare Capital Management
Virginia
$6K +$6K +48 New
WQ
1199
Wealth Quarterback
New Jersey
$5.2K +$5.2K +45 New
CA
1200
Centerpoint Advisors
Massachusetts
$5K – – –
46 47
48
49 50