FI icon

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 %
BSA
501
Bull Street Advisors
Georgia
$3.36M – – –
MC
502
Middleton & Co
Massachusetts
$3.35M +$2.86M +27,734 +578%
KRS
503
Kentucky Retirement Systems
Kentucky
$3.35M +$120K +1,163 +4%
BFM
504
Boothbay Fund Management
New York
$3.3M +$882K +8,559 +37%
TCOO
505
Trust Company of Oklahoma
Oklahoma
$3.29M +$3.29M +31,953 New
ABP
506
Arthur B. Page
$3.28M +$22.2K +215 +0.7%
LJHT
507
Laurie J. Hall Trustee
$3.26M +$3.26M +31,587 New
AIM
508
Anchor Investment Management
South Carolina
$3.24M +$56.6K +549 +2%
BIM
509
Baldwin Investment Management
Pennsylvania
$3.22M +$250K +2,430 +8%
LRPA
510
L. Roy Papp & Associates
Arizona
$3.21M -$193K -1,875 -6%
CS
511
Candriam SCA
Luxembourg
$3.2M -$247K -2,395 -7%
SAM
512
Security Asset Management
New York
$3.11M -$61.8K -600 -2%
TRCT
513
Tower Research Capital (TRC)
New York
$3.09M +$413K +4,008 +15%
SAM
514
Sycomore Asset Management
France
$3.09M +$3.09M +29,733 New
CGA
515
Crescent Grove Advisors
Illinois
$3.06M -$237K -2,300 -7%
PCIA
516
Prime Capital Investment Advisors
Kansas
$3.04M -$41.2K -400 -1%
NMIMC
517
Northwestern Mutual Investment Management Company
Wisconsin
$3.02M – – –
FB
518
Fulton Bank
Pennsylvania
$3.01M +$211K +2,044 +8%
GWM
519
Geneos Wealth Management
Colorado
$2.97M +$419K +4,099 +16%
KOCAA
520
Knights of Columbus Asset Advisors
Connecticut
$2.97M +$1.44M +13,982 +94%
LSERS
521
Louisiana State Employees Retirement System
Louisiana
$2.91M +$412K +4,000 +17%
IWA
522
IBEX Wealth Advisors
New Jersey
$2.9M -$283K -2,745 -9%
ANTB
523
AMG National Trust Bank
Colorado
$2.89M -$304K -2,950 -10%
PDN
524
Pensionfund DSM Netherlands
Netherlands
$2.89M – – –
ARI
525
Applied Research Investments
Delaware
$2.88M +$288K +2,793 +11%
19 20
21
22 23