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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 %
HFAS
1226
Hummer Financial Advisory Services
Illinois
– -$555K -4,800 Closed
OI
1227
Oakbrook Investments
Illinois
– -$547K -4,732 Closed
SW
1228
SlateStone Wealth
Florida
– -$532K -4,604 Closed
RMDI
1229
R.M. Davis Inc
Maine
– -$432K -3,735 Closed
PCM
1230
Prelude Capital Management
New York
– -$420K -3,629 Closed
SSWG
1231
Seven Springs Wealth Group
Tennessee
– -$417K -3,604 Closed
JGC
1232
J. Goldman & Co
New York
– -$400K -3,460 Closed
SIM
1233
Stratos Investment Management
Ohio
– -$397K -3,430 Closed
BAM
1234
Blueshift Asset Management
New Jersey
– -$388K -3,352 Closed
BCM
1235
Bienville Capital Management
New York
– -$376K -3,250 Closed
SCA
1236
Snowden Capital Advisors
New York
– -$370K -3,200 Closed
AIM
1237
Achmea Investment Management
Netherlands
– -$353K -3,054 Closed
OWP
1238
Obermeyer Wealth Partners
Colorado
– -$353K -3,052 Closed
CAAS
1239
Capital Asset Advisory Services
Michigan
– -$365K -3,021 Closed
KFGK
1240
Keystone Financial Group (Kentucky)
Kentucky
– -$345K -2,982 Closed
PIP
1241
Peachtree Investment Partners
Florida
– -$312K -2,700 Closed
FRM
1242
Fox Run Management
Connecticut
– -$312K -2,694 Closed
NL
1243
NWAM LLC
Washington
– -$303K -2,623 Closed
BCM
1244
Beck Capital Management
Texas
– -$302K -2,609 Closed
WG
1245
Winton Group
United Kingdom
– -$301K -2,600 Closed
SM
1246
Sciencast Management
New Jersey
– -$302K -2,580 Closed
HIC
1247
Holderness Investments Company
North Carolina
– -$278K -2,400 Closed
CCA
1248
Catalyst Capital Advisors
New York
– -$266K -2,300 Closed
PCS
1249
Personal CFO Solutions
New Jersey
– -$259K -2,240 Closed
RA
1250
Rational Advisors
New York
– -$256K -2,212 Closed
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