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Fiserv
FI

Overview Fund Activity

889 hedge funds and large institutions have $29.1B invested in Fiserv in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 275 increasing their positions, 374 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
20.36%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
65
Increased
275
Reduced
374
Closed
49
Calls
$29.5M
Puts
$20.8M
Net Calls
+$8.7M
Net Calls Change
+$14.8M

Top Buyers

1
SIG
Senator Investment Group
New York
+$148M
2
Capital International Investors
Capital International Investors
California
+$145M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$113M
4
State Street
State Street
Massachusetts
+$62.3M
5
CAM
Close Asset Management
United Kingdom
+$53.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
LP
Longview Partners
Guernsey
-$217M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$120M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$55.2M
5
Capital World Investors
Capital World Investors
California
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$11.7M -$54.9K -667 -0.5%
SOMRS
202
State of Michigan Retirement System
Michigan
$11.6M -$49.4K -600 -0.4%
TFA
203
Toth Financial Advisory
Virginia
$11.6M -$333K -4,045 -3%
CTA
204
Carillon Tower Advisers
Florida
$11.3M -$2.59M -31,475 -19%
State of Tennessee, Department of Treasury
205
State of Tennessee, Department of Treasury
Tennessee
$11.2M +$3.02M +36,720 +37%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$11.2M +$344K +4,171 +3%
GIBU
207
Gulf International Bank (UK)
United Kingdom
$11.1M +$173K +2,100 +2%
SWK
208
Stephen W. Kidder
$11M -$348K -4,229 -3%
HJA
209
Hugh Johnson Advisors
New York
$11M +$52.3K +635 +0.5%
PWLP
210
Prio Wealth Limited Partnership
Massachusetts
$10.9M -$181K -2,196 -2%
M&T Bank
211
M&T Bank
New York
$10.8M -$12K -146 -0.1%
SHWM
212
Smith & Howard Wealth Management
Georgia
$10.6M -$412K -5,000 -4%
AAF
213
Andra AP-fonden
Sweden
$10.6M -$379K -4,600 -3%
Aberdeen Group
214
Aberdeen Group
United Kingdom
$10.5M +$1.13M +13,681 +12%
MA
215
Montag & Associates
Georgia
$10.5M +$49.4K +600 +0.5%
CFG
216
Citizens Financial Group
Rhode Island
$10.5M -$110K -1,336 -1%
Creative Planning
217
Creative Planning
Kansas
$10.3M +$29.2K +355 +0.3%
ARMC
218
American Research & Management Company
Massachusetts
$10.1M -$268K -3,250 -3%
BCM
219
Bowie Capital Management
Texas
$10.1M +$989K +12,000 +11%
Russell Investments Group
220
Russell Investments Group
United Kingdom
$9.96M -$2.74M -33,276 -22%
CL
221
Choreo LLC
Illinois
$9.89M +$8.15M +98,874 +468%
Rafferty Asset Management
222
Rafferty Asset Management
New York
$9.87M -$813K -9,867 -8%
BF
223
BOK Financial
Oklahoma
$9.77M +$5.6K +68 +0.1%
BCM
224
Barometer Capital Management
Ontario, Canada
$9.73M -$1.16M -14,060 -11%
MIM
225
MetLife Investment Management
New Jersey
$9.7M -$225K -2,734 -2%
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