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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 %
CWG
551
C WorldWide Group
Denmark
$2.42M +$877K +8,511 +57%
HC
552
HNP Capital
New York
$2.4M -$20.8K -202 -0.9%
RAM
553
Redmond Asset Management
Virginia
$2.4M -$445K -4,323 -16%
B
554
Bailard
California
$2.39M +$63.5K +616 +3%
FNBOMD
555
First National Bank of Mount Dora
Florida
$2.34M +$77.4K +751 +3%
EHWM
556
Eads & Heald Wealth Management
Georgia
$2.33M -$157K -1,524 -6%
BS
557
Boenning & Scattergood
Pennsylvania
$2.3M – – –
BCM
558
Bluefin Capital Management
New York
$2.3M -$1.98M -20,295 Closed
PC
559
Provenire Capital
Minnesota
$2.29M -$3.5M -34,000 -60%
BRWA
560
B. Riley Wealth Advisors
Florida
$2.29M +$302K +2,992 +15%
EIG
561
Ellenbecker Investment Group
Wisconsin
$2.28M +$643K +6,245 +39%
SDIC
562
South Dakota Investment Council
South Dakota
$2.28M +$2.28M +22,160 New
PS
563
Pensionfund Sabic
Netherlands
$2.27M +$206K +2,000 +10%
HAI
564
Hennessy Advisors Inc
California
$2.27M +$407K +3,950 +22%
FMWA
565
Forvis Mazars Wealth Advisors
Missouri
$2.25M +$227K +2,203 +11%
FCBT
566
First Citizens Bank & Trust
North Carolina
$2.24M -$160K -1,550 -7%
WAM
567
Wealthspire Advisors (Maryland)
Maryland
$2.24M -$1.83M -17,714 -45%
AI
568
Atom Investors
Texas
$2.22M +$2.22M +21,520 New
AIP
569
Ameritas Investment Partners
Nebraska
$2.2M -$100K -972 -4%
GJIC
570
Gamble Jones Investment Counsel
California
$2.19M -$43.3K -420 -2%
FFA
571
First Foundation Advisors
California
$2.17M – – –
AIM
572
AMI Investment Management
Indiana
$2.17M -$101K -981 -4%
AIIMS
573
Analyst IMS Investment Management Services
Israel
$2.16M +$681K +6,610 +46%
IAS
574
IMA Advisory Services
Colorado
$2.14M -$92.4K -897 -4%
KAS
575
Kestra Advisory Services
Texas
$2.14M +$2.14M +20,762 New
21 22
23
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