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Fiserv
FI

Overview Fund Activity

1,196 hedge funds and large institutions have $63.9B invested in Fiserv in 2020 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 399 increasing their positions, 498 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,196
Holders Change
-15
Holders Change %
-1.24%
% of All Funds
24.2%
Holding in Top 10
79
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.33%
% of All Funds
1.6%
New
126
Increased
399
Reduced
498
Closed
127
Calls
$1.78B
Puts
$324M
Net Calls
+$1.46B
Net Calls Change
+$510M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$721M
2
Parnassus Investments
Parnassus Investments
California
+$469M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$284M
4
Holocene Advisors
Holocene Advisors
New York
+$239M
5
MCM
Melvin Capital Management
New York
+$227M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$515M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$467M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$375M
4
Capital International Investors
Capital International Investors
California
-$241M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
301
Sawgrass Asset Management
Florida
$11.2M -$8.15M -79,127 -42%
1832 Asset Management
302
1832 Asset Management
Ontario, Canada
$11.1M +$1.71M +16,649 +18%
URS
303
Utah Retirement Systems
Utah
$11M +$72.1K +700 +0.7%
SCA
304
Southpoint Capital Advisors
New York
$11M +$11M +107,000 New
Osaic Holdings
305
Osaic Holdings
Arizona
$11M -$4.03M -39,286 -27%
Creative Planning
306
Creative Planning
Kansas
$10.9M +$564K +5,469 +5%
ROC
307
Robertson Opportunity Capital
Texas
$10.9M – – –
UOC
308
UBS O'Connor
Illinois
$10.8M -$14.9M -145,000 -58%
LPT
309
Legacy Private Trust
Wisconsin
$10.8M -$1.17M -11,362 -10%
TPSF
310
Texas Permanent School Fund
Texas
$10.8M +$655K +6,352 +6%
TNB
311
TCF National Bank
South Dakota
$10.8M +$167K +1,625 +2%
CWM
312
CIBC World Markets
New York
$10.7M -$12.6M -122,412 -54%
JAM
313
Jupiter Asset Management
United Kingdom
$10.7M -$1.53M -14,847 -12%
MCM
314
Moore Capital Management
New York
$10.7M +$10.7M +104,126 New
Zurich Cantonal Bank
315
Zurich Cantonal Bank
Switzerland
$10.7M +$131K +1,269 +1%
CIA
316
Covington Investment Advisors
Pennsylvania
$10.6M +$84K +815 +0.8%
PWLP
317
Prio Wealth Limited Partnership
Massachusetts
$10.6M -$10.3K -100 -0.1%
MSL
318
Mackay Shields LLC
New York
$10.6M -$813K -7,892 -7%
BCI
319
Brinker Capital Investments
Pennsylvania
$10.5M +$10.5M +102,051 New
BAM
320
Bell Asset Management
Australia
$10.4M +$2.54M +24,663 +33%
IMPI
321
Ilmarinen Mutual Pension Insurance
Finland
$10.3M – – –
JPMPWA
322
J.P. Morgan Private Wealth Advisors
California
$10.2M -$200K -1,941 -2%
AIM
323
Allen Investment Management
New York
$10.2M +$22.6K +219 +0.2%
BCIM
324
British Columbia Investment Management
British Columbia, Canada
$10.2M +$640K +6,207 +7%
Calamos Advisors
325
Calamos Advisors
Illinois
$10.1M -$888K -8,619 -8%
11 12
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