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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 %
FLPIM
576
F.L. Putnam Investment Management
Massachusetts
$2.55M -$2.73M -23,976 -52%
AIP
577
Ameritas Investment Partners
Nebraska
$2.54M +$115K +1,010 +5%
BS
578
Boenning & Scattergood
Pennsylvania
$2.54M – – –
TFA
579
Trinity Financial Advisors
Ohio
$2.54M +$2.54M +22,288 New
PAM
580
Panagora Asset Management
Massachusetts
$2.52M -$2.75M -24,124 -52%
EIG
581
Ellenbecker Investment Group
Wisconsin
$2.52M – – –
SDIC
582
South Dakota Investment Council
South Dakota
$2.52M – – –
BSW
583
Buckingham Strategic Wealth
Missouri
$2.51M +$1.4M +12,283 +126%
MAA
584
Matrix Asset Advisors
New York
$2.51M +$2.51M +22,065 New
CWG
585
C WorldWide Group
Denmark
$2.51M -$162K -1,423 -6%
BL
586
BFSG LLC
California
$2.48M +$676K +5,941 +37%
MML Investors Services
587
MML Investors Services
Massachusetts
$2.47M +$1.79M +15,678 +261%
MCM
588
Mitchell Capital Management
Kansas
$2.46M -$339K -2,977 -12%
GJIC
589
Gamble Jones Investment Counsel
California
$2.4M -$20.5K -180 -0.8%
AIM
590
AMI Investment Management
Indiana
$2.4M – – –
MYAM
591
Meiji Yasuda Asset Management
Japan
$2.39M +$67.2K +590 +3%
BBI
592
Baxter Bros Inc
Connecticut
$2.39M +$2.39M +20,945 New
FCBT
593
First Citizens Bank & Trust
North Carolina
$2.37M -$104K -913 -4%
IRF
594
IBM Retirement Fund
New York
$2.36M +$292K +2,562 +14%
AIIMS
595
Analyst IMS Investment Management Services
Israel
$2.31M -$75.1K -660 -3%
HIIFS
596
Harel Insurance Investments & Financial Services
Israel
$2.31M +$366K +1,000 +19%
MCM
597
Monarch Capital Management
Indiana
$2.3M +$461K +4,052 +25%
CI
598
Cigna Investments
Connecticut
$2.29M +$221K +1,944 +11%
CCFCSB
599
Cape Cod Five Cents Savings Bank
Massachusetts
$2.28M -$596K -5,234 -21%
UM
600
Ulysses Management
New York
$2.28M – – –
22 23
24
25 26