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Fiserv
FI

Overview Fund Activity

1,211 hedge funds and large institutions have $60.5B invested in Fiserv in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 468 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+49
Holders Change %
+4.22%
% of All Funds
24.89%
Holding in Top 10
75
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-22.68%
% of All Funds
1.54%
New
142
Increased
416
Reduced
468
Closed
84
Calls
$1.14B
Puts
$193M
Net Calls
+$948M
Net Calls Change
+$906M

Top Buyers

1
MCM
Melvin Capital Management
New York
+$590M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$225M
3
Millennium Management
Millennium Management
New York
+$178M
4
MC
Maplelane Capital
New York
+$168M
5
Barclays
Barclays
United Kingdom
+$145M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$496M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$438M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$433M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$418M
5
Victory Capital Management
Victory Capital Management
Texas
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
576
AMI Investment Management
Indiana
$2.15M -$255K -2,610 -11%
FNBOMD
577
First National Bank of Mount Dora
Florida
$2.14M +$51.3K +526 +2%
AMI
578
Amica Mutual Insurance
Rhode Island
$2.14M – – –
DRD
579
Dennis R. Delaney
$2.13M +$4.88K +50 +0.2%
CWM
580
CMH Wealth Management
New Hampshire
$2.12M -$7.42K -76 -0.3%
GJIC
581
Gamble Jones Investment Counsel
California
$2.12M -$5.86K -60 -0.3%
IAS
582
IMA Advisory Services
Colorado
$2.12M +$2.12M +21,663 New
SIP
583
Stoneridge Investment Partners
Pennsylvania
$2.09M -$351K -3,600 -14%
LC
584
Landaas & Company
Wisconsin
$2.09M – – –
AC
585
Allstate Corporation
Illinois
$2.08M -$231K -2,369 -10%
FFA
586
First Foundation Advisors
California
$2.06M -$199K -2,038 -9%
AAS
587
Annex Advisory Services
Wisconsin
$2.05M +$136K +1,395 +7%
PA
588
PFG Advisors
Arizona
$2.04M +$29.3K +305 +1%
BCV
589
Banque Cantonale Vaudoise
Switzerland
$1.99M -$681K -6,973 -26%
BCM
590
Bluefin Capital Management
New York
$1.98M +$1.98M +20,295 New
CIC
591
Chase Investment Counsel
Virginia
$1.97M -$2M -20,524 -50%
SW
592
SteelPeak Wealth
California
$1.97M +$30.8K +315 +2%
IA
593
IndexIQ Advisors
New York
$1.96M -$4K -41 -0.2%
PS
594
Pensionfund Sabic
Netherlands
$1.95M – – –
ELI
595
Empire Life Investments
Ontario, Canada
$1.94M +$156K +1,595 +9%
BRWA
596
B. Riley Wealth Advisors
Florida
$1.92M +$122K +1,247 +7%
WIA
597
Westbourne Investment Advisors
Maryland
$1.92M -$38.4K -393 -2%
FMWA
598
Forvis Mazars Wealth Advisors
Missouri
$1.92M +$856K +8,766 +81%
ASN
599
Advisory Services Network
Georgia
$1.91M -$45.8K -469 -2%
CAM
600
Congress Asset Management
Massachusetts
$1.9M +$195K +2,001 +11%
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