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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 %
AWM
526
Avior Wealth Management
Nebraska
$2.86M +$345K +3,350 +14%
TC
527
TownSquare Capital
Utah
$2.84M -$141K -1,378 -5%
PAMG
528
Patton Albertson Miller Group
Tennessee
$2.79M -$61.2K -594 -2%
MYIA
529
Mount Yale Investment Advisors
Colorado
$2.78M -$337K -3,269 -11%
CAS
530
Cascadia Advisory Services
Oregon
$2.72M +$1.63M +15,862 +151%
FT
531
Fiduciary Trust
Massachusetts
$2.71M +$353K +3,428 +15%
CSS
532
Cubist Systematic Strategies
Connecticut
$2.69M -$26.9M -261,435 -91%
BWA
533
BDO Wealth Advisors
Florida
$2.66M -$78.2K -759 -3%
AP
534
Advisor Partners
California
$2.64M -$12.3K -119 -0.5%
GF
535
Gabelli Funds
New York
$2.64M -$10.7M -104,200 -80%
RE
536
RBC Europe
United Kingdom
$2.62M -$233K -2,260 -8%
SW
537
SteelPeak Wealth
California
$2.61M +$538K +5,218 +26%
CCFCSB
538
Cape Cod Five Cents Savings Bank
Massachusetts
$2.61M +$210K +2,038 +9%
RFC
539
Regions Financial Corp
Alabama
$2.58M +$49.1K +476 +2%
CNAM
540
Campbell Newman Asset Management
Wisconsin
$2.57M -$63.8K -619 -2%
WMG
541
WESCAP Management Group
California
$2.57M -$166K -1,611 -6%
ATPW
542
Ashton Thomas Private Wealth
Arizona
$2.57M -$91.1K -884 -3%
OSNBOA
543
Old Second National Bank of Aurora
Illinois
$2.55M +$2.99K +29 +0.1%
MCM
544
Mitchell Capital Management
Kansas
$2.53M -$241K -2,338 -9%
Verition Fund Management
545
Verition Fund Management
Connecticut
$2.52M -$225K -2,188 -8%
PCA
546
Peddock Capital Advisors
Massachusetts
$2.52M -$36.8K -357 -1%
NED
547
Nancy E. Dempze
$2.5M -$2.06K -20 -0.1%
KA
548
KLCM Advisors
Wisconsin
$2.49M -$8.25K -80 -0.3%
BC
549
Breakline Capital
New York
$2.45M +$1.37M +13,274 +127%
VRM
550
Vectors Research Management
New York
$2.43M -$311 -3 -0%
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