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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 %
LC
351
Lunia Capital
Texas
$8.37M +$2.52M +24,435 +43%
FHA
352
First Horizon Advisors
Tennessee
$8.35M +$21.5K +209 +0.3%
MJP
353
Michael J. Puzo
$8.32M +$9.27K +90 +0.1%
Cambridge Investment Research Advisors
354
Cambridge Investment Research Advisors
Iowa
$8.31M +$217K +2,106 +3%
UB
355
UMB Bank
Missouri
$8.29M – – –
TCA
356
Taconic Capital Advisors
New York
$8.24M +$8.24M +80,000 New
MSA
357
Mason Street Advisors
Wisconsin
$8.05M -$229K -2,221 -3%
WSTAM
358
Wilbanks Smith & Thomas Asset Management
Virginia
$8M +$535K +5,189 +7%
CG
359
Cutler Group
California
$7.95M +$1.94M +18,861 +32%
DADC
360
D.A. Davidson & Co
Montana
$7.86M +$1.01M +9,838 +15%
BCB
361
Brian C. Broderick
$7.81M +$305K +2,964 +4%
IP
362
Interval Partners
New York
$7.74M -$9.72M -94,310 -56%
Janney Montgomery Scott
363
Janney Montgomery Scott
Pennsylvania
$7.74M -$3.17M -30,768 -29%
LOAMU
364
Lombard Odier Asset Management (USA)
New York
$7.73M +$7.73M +75,000 New
WB
365
Webster Bank
Connecticut
$7.68M -$96.3K -934 -1%
MGWM
366
Marks Group Wealth Management
Minnesota
$7.58M +$728K +7,062 +11%
D.E. Shaw & Co
367
D.E. Shaw & Co
New York
$7.58M -$49.2M -477,604 -87%
CRC
368
Curi RMB Capital
Illinois
$7.57M -$420K -4,079 -5%
Russell Investments Group
369
Russell Investments Group
United Kingdom
$7.49M -$4.53M -43,922 -38%
DnB Asset Management
370
DnB Asset Management
Norway
$7.47M +$504K +4,893 +7%
SVC
371
Strycker View Capital
New York
$7.47M +$5.14M +49,903 +221%
MOACM
372
Mutual of America Capital Management
New York
$7.47M -$1.22M -11,856 -14%
HPC
373
HM Payson & Co
Maine
$7.46M -$255K -2,479 -3%
SIMG
374
Stephens Investment Management Group
Texas
$7.38M -$199K -1,935 -3%
HL
375
HeadInvest LLC
Maine
$7.35M -$48.8K -474 -0.7%
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