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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 %
PM
476
Precept Management
Texas
$4.12M +$4.02M +39,000 +3,900%
X
477
Xponance
Pennsylvania
$4.09M -$26.1K -253 -0.6%
CFG
478
Citizens Financial Group
Rhode Island
$4.07M -$73K -708 -2%
CWM
479
CMH Wealth Management
New Hampshire
$3.95M +$1.71M +16,569 +76%
EWM
480
Executive Wealth Management
Michigan
$3.94M +$3.94M +38,208 New
DSC
481
Duncker Streett & Co
Missouri
$3.9M +$43.3K +420 +1%
MS
482
Maven Securities
Jersey
$3.88M +$2.79M +26,925 +256%
AIMCA
483
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.81M -$2.32M -22,500 -38%
SS
484
Simplicity Solutions
Minnesota
$3.79M +$1.26M +12,234 +50%
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$3.76M – – –
SAM
486
Smithbridge Asset Management
Pennsylvania
$3.73M +$48.4K +470 +1%
PC
487
PA Capital
Virginia
$3.73M +$1.19M +11,552 +47%
NMERB
488
New Mexico Educational Retirement Board
New Mexico
$3.71M -$247K -2,400 -6%
Credit Agricole
489
Credit Agricole
France
$3.7M -$9.99M -96,934 -73%
HighTower Advisors
490
HighTower Advisors
Illinois
$3.6M +$403K +3,904 +13%
NIM
491
Nicollet Investment Management
Minnesota
$3.57M -$45.5K -441 -1%
CCM
492
Cox Capital Management
Massachusetts
$3.5M +$1.54M +14,905 +78%
ITIM
493
Indiana Trust & Investment Management
Indiana
$3.49M -$190K -1,840 -5%
MCM
494
Maltese Capital Management
New York
$3.45M -$2.01M -19,500 -37%
CBB
495
Citizens Business Bank
California
$3.41M -$40.4K -392 -1%
JCM
496
Jag Capital Management
Missouri
$3.41M +$26.3K +255 +0.8%
TPCM
497
Three Peaks Capital Management
Colorado
$3.4M -$294K -2,849 -8%
AB
498
Amalgamated Bank
New York
$3.4M -$89.7K -871 -3%
CCT
499
Capital City Trust
Florida
$3.37M +$20.1K +195 +0.6%
SIM
500
Sentry Investment Management
Wisconsin
$3.36M – – –
18 19
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