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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 %
GW
1251
GW & Wade
Massachusetts
– -$252K -2,181 Closed
SIG
1252
Sargent Investment Group
Maryland
– -$249K -2,157 Closed
IAN
1253
Integrated Advisors Network
Texas
– -$249K -2,150 Closed
EFS
1254
Essex Financial Services
Connecticut
– -$247K -2,134 Closed
UCI
1255
Uncommon Cents Investing
Wisconsin
– -$243K -2,100 Closed
LI
1256
LVZ Inc
Michigan
– -$237K -2,048 Closed
BHWM
1257
Bar Harbor Wealth Management
New Hampshire
– -$236K -2,045 Closed
AAP
1258
Ardsley Advisory Partners
Connecticut
– -$231K -2,000 Closed
PWP
1259
Principle Wealth Partners
Connecticut
– -$231K -2,000 Closed
UAM
1260
UAS Asset Management
New York
– -$231K -2,000 Closed
RGI
1261
River Global Investors
United Kingdom
– -$231K -2,000 Closed
VVP
1262
Venture Visionary Partners
Ohio
– -$231K -1,999 Closed
CWM
1263
Calamos Wealth Management
Illinois
– -$231K -1,995 Closed
ODG
1264
O'Dell Group
Ohio
– -$230K -1,992 Closed
MCM
1265
MAI Capital Management
Ohio
– -$230K -1,985 Closed
CC
1266
Cedar Capital
Illinois
– -$229K -1,979 Closed
MA
1267
MANA Advisors
New York
– -$227K -1,966 Closed
CANY
1268
Caxton Associates (New York)
New York
– -$226K -1,955 Closed
CMBA
1269
C.M. Bidwell & Associates
Hawaii
– -$224K -1,935 Closed
SEM
1270
Suncoast Equity Management
Florida
– -$218K -1,885 Closed
LBC
1271
Lawrence B. Cohen
– -$218K -1,885 Closed
LSAG
1272
Lake Street Advisors Group
New Hampshire
– -$216K -1,867 Closed
SNBOSD
1273
Security National Bank of So Dak
Iowa
– -$215K -1,857 Closed
ATFA
1274
All Terrain Financial Advisors
Minnesota
– -$214K -1,850 Closed
RI
1275
Ridgewood Investments
New Jersey
– -$213K -1,845 Closed
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51
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