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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 %
AC
626
Allstate Corporation
Illinois
$1.62M -$579K -5,622 -26%
CBN
627
Cadence Bank NA
Texas
$1.62M +$414K +4,017 +34%
Fayez Sarofim & Co
628
Fayez Sarofim & Co
Texas
$1.61M – – –
ATC
629
Argent Trust Co
Tennessee
$1.61M – – –
IFS
630
Ifrah Financial Services
Arkansas
$1.61M -$26.9K -261 -2%
Los Angeles Capital Management
631
Los Angeles Capital Management
California
$1.6M -$9.11M -88,398 -85%
Cerity Partners
632
Cerity Partners
New York
$1.59M -$121K -1,171 -7%
GT
633
Greenleaf Trust
Michigan
$1.57M +$3.5K +34 +0.2%
GC
634
Guardian Capital
Ontario, Canada
$1.57M +$68K +660 +5%
KC
635
Kingfisher Capital
North Carolina
$1.56M +$95.8K +930 +7%
Wealthfront Advisers
636
Wealthfront Advisers
California
$1.55M -$78.6K -763 -5%
CB
637
Cadence Bank
Mississippi
$1.53M – – –
BCM
638
Birch Capital Management
Texas
$1.53M -$6.39K -62 -0.4%
HR
639
Howe & Rusling
New York
$1.51M +$1.51M +14,634 New
WAM
640
World Asset Management
Michigan
$1.5M -$44.2K -429 -3%
KRSITF
641
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.5M +$78.4K +761 +6%
RIM
642
Regent Investment Management
Kentucky
$1.5M +$88.1K +855 +6%
ECM
643
Everence Capital Management
Indiana
$1.49M – – –
HCM
644
Howland Capital Management
Massachusetts
$1.48M – – –
VanEck Associates
645
VanEck Associates
New York
$1.48M -$1.91M -18,536 -56%
CAL
646
Capital Analysts LLC
Pennsylvania
$1.47M +$1.47M +14,288 New
V
647
Veritable
Delaware
$1.46M -$6.29K -61 -0.4%
SPIA
648
Steward Partners Investment Advisory
New York
$1.43M +$65.6K +636 +5%
PCM
649
Palouse Capital Management
Washington
$1.43M +$1.43M +13,866 New
Wellington Management Group
650
Wellington Management Group
Massachusetts
$1.41M -$1.31M -12,678 -48%
24 25
26
27 28