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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 %
CA
601
Callahan Advisors
Texas
$1.85M -$125K -1,210 -6%
GAM
602
Gotham Asset Management
New York
$1.84M -$1.32M -12,768 -42%
HT
603
HAP Trading
New York
$1.84M +$1.84M +17,834 New
ADMI
604
Albert D. Mason Inc
Massachusetts
$1.81M +$20.1K +195 +1%
WGCA
605
Wolf Group Capital Advisors
Virginia
$1.81M +$1.81M +17,551 New
DIA
606
Dean Investment Associates
Ohio
$1.78M +$1.78M +17,265 New
TIA
607
Tandem Investment Advisors
South Carolina
$1.77M +$545K +5,289 +44%
SFP
608
Shepherd Financial Partners
Massachusetts
$1.76M +$38K +369 +2%
GHAM
609
Gilman Hill Asset Management
Connecticut
$1.76M -$95.8K -930 -5%
FPS
610
Fieldpoint Private Securities
Connecticut
$1.76M -$26.3K -255 -1%
JCM
611
Jacobsen Capital Management
Utah
$1.76M -$26.6K -258 -1%
ASN
612
Advisory Services Network
Georgia
$1.75M -$262K -2,537 -13%
BCV
613
Banque Cantonale Vaudoise
Switzerland
$1.74M -$353K -3,427 -17%
Canada Pension Plan Investment Board
614
Canada Pension Plan Investment Board
Ontario, Canada
$1.74M -$2.69M -26,116 -61%
DY
615
Dowling & Yahnke
California
$1.72M -$39.3K -381 -2%
AF
616
Advisornet Financial
Minnesota
$1.7M +$74.5K +723 +5%
NSIM
617
North Star Investment Management
Illinois
$1.67M – – –
EH
618
Equitable Holdings
New York
$1.66M +$478K +4,634 +40%
MCM
619
Monarch Capital Management
Indiana
$1.66M +$1.66M +16,120 New
FIM
620
Freedom Investment Management
Connecticut
$1.65M -$2.4M -23,324 -59%
PAM
621
Palisade Asset Management
Minnesota
$1.64M – – –
BL
622
BFSG LLC
California
$1.63M +$41.7K +405 +3%
CCP
623
Corient Capital Partners
California
$1.63M -$837K -8,122 -34%
QIM
624
Quantitative Investment Management
Virginia
$1.63M +$901K +8,747 +123%
CHC
625
City Holding Co
West Virginia
$1.63M +$394K +3,819 +32%
23 24
25
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