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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 %
CH
1201
Canton Hathaway
Rhode Island
$5K – – –
WCG
1202
Weaver Consulting Group
California
$5K – – –
PAA
1203
Peregrine Asset Advisers
Oregon
$4.75K +$4.75K +41,041 New
FFC
1204
First Financial Corp
Indiana
$4K – – –
HI
1205
Hudock Inc
Pennsylvania
$4K – – –
LP
1206
LMR Partners
United Kingdom
$3.45K +$2.31K +19,967 +203%
HWA
1207
Heritage Wealth Advisors
Virginia
$3.24K +$3.24K +28 New
FANJ
1208
Financial Architects (New Jersey)
New Jersey
$3K – – –
PWP
1209
Personal Wealth Partners
Minnesota
$3K – – –
CA
1210
Crewe Advisors
Utah
$3K +$3K +29 New
FPFS
1211
First Personal Financial Services
North Carolina
$2K -$154K -1,541 -99%
TFA
1212
Transamerica Financial Advisors
Florida
$2K -$182 -1 -8%
FBT
1213
First Bank & Trust
South Dakota
$2K – – –
TAIM
1214
TD Ameritrade Investment Management
Nebraska
$2K +$1.81K +19 +950%
PGAM
1215
Princeton Global Asset Management
New Jersey
$1.3K +$87 +750 +7%
NDSI
1216
Newman Dignan & Sheerar Inc
Rhode Island
$1.02K +$9 +75 +0.9%
FCH
1217
Freestone Capital Holdings
Washington
$1K +$29 +250 +3%
GI
1218
Gradient Investments
Minnesota
$1K – – –
HWM
1219
Holloway Wealth Management
Florida
$1K -$1K – –
PA
1220
Procyon Advisors
Connecticut
$1K +$1K +5 New
AWM
1221
Atticus Wealth Management
Florida
$1K +$1K +8 New
PA
1222
PSI Advisors
Florida
$1K +$1K +15 New
SHWM
1223
Silicon Hills Wealth Management
Texas
$14 +$14 +1 New
Nomura Holdings
1224
Nomura Holdings
Japan
– -$78M -756,692 Closed
JCM
1225
Junto Capital Management
New York
– -$67.8M -654,930 Closed
47 48
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