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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 %
HFBOT
1276
Home Federal Bank of Tennessee
Tennessee
– -$213K -1,840 Closed
WSFS
1277
Wilmington Savings Fund Society
Delaware
– -$212K -1,830 Closed
WPW
1278
Waldron Private Wealth
Pennsylvania
– -$209K -1,815 Closed
TP
1279
Truvvo Partners
New York
– -$208K -1,801 Closed
DC
1280
Derby & Company
Massachusetts
– -$208K -1,800 Closed
NB
1281
Northwest Bancshares
Pennsylvania
– -$208K -1,800 Closed
ESB
1282
Essex Savings Bank
Connecticut
– -$203K -1,753 Closed
AA
1283
Apriem Advisors
California
– -$202K -1,750 Closed
BWP
1284
Bernardo Wealth Planning
Pennsylvania
– -$201K -1,744 Closed
JIM
1285
Jupiter Investment Management
United Kingdom
– -$201K -1,741 Closed
Qube Research & Technologies (QRT)
1286
Qube Research & Technologies (QRT)
United Kingdom
– -$201K -1,734 Closed
GLI
1287
Guardian Life Insurance
New York
– -$194K -1,682 Closed
VWM
1288
Vigilare Wealth Management
Arizona
– -$202K -1,660 Closed
PHK
1289
Point72 Hong Kong
Hong Kong
– -$182K -1,572 Closed
BCI
1290
Brinker Capital Investments
Pennsylvania
– -$162K -1,400 Closed
ACM
1291
Anfield Capital Management
California
– -$137K -1,125 Closed
RP
1292
Rowlandmiller & Partners
Georgia
– -$123K -1,064 Closed
EMFAT
1293
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$74K -640 Closed
HL
1294
Harding Loevner
New Jersey
– -$72K -626 Closed
VCM
1295
Vigilant Capital Management
Maine
– -$69K -600 Closed
GDP
1296
Great Diamond Partners
Maine
– -$64K -561 Closed
RIA
1297
Realta Investment Advisors
Delaware
– -$64K -560 Closed
CHAM
1298
Clear Harbor Asset Management
Connecticut
– -$62.4K -540 Closed
EWA
1299
Evolution Wealth Advisors
Florida
– -$38K -326 Closed
HWM
1300
Howard Wealth Management
Connecticut
– -$32K -284 Closed
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