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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 %
CT
651
Coastline Trust
Rhode Island
$1.4M +$1.17M +11,394 +524%
CWM
652
Confluence Wealth Management
Oregon
$1.39M -$70.5K -681 -5%
LWS
653
Lucia Wealth Services
California
$1.39M +$333K +3,228 +31%
HT
654
Heritage Trust
Oklahoma
$1.39M +$144K +1,398 +12%
SC
655
Scotia Capital
Ontario, Canada
$1.39M +$517K +5,021 +59%
CA
656
Cetera Advisors
Colorado
$1.38M +$184K +1,788 +15%
OC
657
Oppenheimer & Co
New York
$1.37M -$618K -5,995 -31%
CQS
658
Credential Qtrade Securities
$1.36M +$23.6K +229 +2%
KCM
659
Kathmere Capital Management
Pennsylvania
$1.36M -$206K -2,000 -13%
FCM
660
Fairbanks Capital Management
California
$1.33M +$618 +6 +0%
CNC
661
Canandaigua National Corp
New York
$1.3M +$1.75K +17 +0.1%
VMPIC
662
Varma Mutual Pension Insurance Co
Finland
$1.29M +$308K +2,993 +32%
MIAS
663
Mason Investment Advisory Services
Virginia
$1.28M +$1.28M +12,428 New
SAM
664
Sompo Asset Management
Japan
$1.28M +$1.28M +12,420 New
PTC
665
Private Trust Company
Ohio
$1.27M +$279K +2,713 +28%
AA
666
ALPS Advisors
Colorado
$1.27M +$395K +3,832 +45%
LNWWM
667
Laird Norton Wetherby Wealth Management
California
$1.27M -$295K -2,861 -19%
IG
668
ING Group
Netherlands
$1.27M +$778K +7,544 +159%
SIP
669
Stoneridge Investment Partners
Pennsylvania
$1.27M -$943K -9,149 -43%
PCA
670
Private Capital Advisors
Connecticut
$1.26M – – –
BOC
671
Barbara Oil Co
Illinois
$1.24M – – –
CP
672
Cumberland Partners
Ontario, Canada
$1.24M +$258K +2,500 +26%
EOJOAM
673
E. Ohman J:or Asset Management
Sweden
$1.23M -$206K -2,000 -14%
LWM
674
Lionsbridge Wealth Management
Florida
$1.22M +$19.3K +187 +2%
GSBTD
675
Glenview State Bank Trust Department
Illinois
$1.22M – – –
25 26
27
28 29