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Fiserv
FI

Overview Fund Activity

1,290 hedge funds and large institutions have $70.1B invested in Fiserv in 2020 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 535 increasing their positions, 383 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+94
Holders Change %
+7.86%
% of All Funds
22.89%
Holding in Top 10
82
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.8%
% of All Funds
1.45%
New
191
Increased
535
Reduced
383
Closed
78
Calls
$1.27B
Puts
$488M
Net Calls
+$783M
Net Calls Change
-$675M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$723M
2
KBC Group
KBC Group
Belgium
+$434M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$333M
4
BlackRock
BlackRock
New York
+$203M
5
VAM
Veritas Asset Management
United Kingdom
+$177M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$2.29B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$358M
3
Goldman Sachs
Goldman Sachs
New York
-$309M
4
Barclays
Barclays
United Kingdom
-$287M
5
Holocene Advisors
Holocene Advisors
New York
-$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
551
GAMCO Investors
Connecticut
$2.92M +$2.92M +25,625 New
MJB
552
Mark J. Bradley
$2.9M +$2.9M +25,455 New
TPCM
553
Three Peaks Capital Management
Colorado
$2.9M -$862K -7,572 -23%
PDN
554
Pensionfund DSM Netherlands
Netherlands
$2.89M – – –
NED
555
Nancy E. Dempze
$2.87M +$112K +980 +4%
FT
556
Fiduciary Trust
Massachusetts
$2.86M -$141K -1,241 -5%
PM
557
Precept Management
Texas
$2.85M -$1.71M -15,000 -38%
CNAM
558
Campbell Newman Asset Management
Wisconsin
$2.84M -$3.76K -33 -0.1%
AAS
559
Annex Advisory Services
Wisconsin
$2.83M +$556K +4,886 +24%
OSNBOA
560
Old Second National Bank of Aurora
Illinois
$2.79M -$21.6K -190 -0.8%
PCA
561
Peddock Capital Advisors
Massachusetts
$2.78M – – –
KA
562
KLCM Advisors
Wisconsin
$2.74M -$9.11K -80 -0.3%
VRM
563
Vectors Research Management
New York
$2.69M +$22.4K +197 +0.8%
FNBOMD
564
First National Bank of Mount Dora
Florida
$2.68M +$93.6K +822 +4%
HC
565
HNP Capital
New York
$2.68M +$23.9K +210 +0.9%
WANY
566
Wealthspire Advisors (New York)
New York
$2.67M +$2.42M +21,254 +965%
FMWA
567
Forvis Mazars Wealth Advisors
Missouri
$2.67M +$185K +1,621 +7%
BFM
568
Boothbay Fund Management
New York
$2.65M -$993K -8,722 -27%
WMG
569
WESCAP Management Group
California
$2.64M -$202K -1,773 -7%
CIBC World Market
570
CIBC World Market
Ontario, Canada
$2.64M +$469K +4,118 +22%
EHWM
571
Eads & Heald Wealth Management
Georgia
$2.59M +$17.8K +156 +0.7%
RAM
572
Redmond Asset Management
Virginia
$2.59M -$61.9K -544 -2%
B
573
BP
United Kingdom
$2.57M -$3M -26,403 -54%
HAI
574
Hennessy Advisors Inc
California
$2.56M +$56.9K +500 +2%
ECM
575
Evergreen Capital Management
Washington
$2.56M +$2.18M +19,126 +575%
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