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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 %
BCM
676
Brown Capital Management
Maryland
$1.21M -$309 -3 -0%
PAG
677
Private Advisor Group
New Jersey
$1.2M -$1.23M -12,167 -51%
TCM
678
Tandem Capital Management
New Jersey
$1.2M +$60.1K +583 +5%
JCM
679
Jacobi Capital Management
Pennsylvania
$1.19M -$3.5K -34 -0.3%
LAIC
680
Lederer & Associates Investment Counsel
California
$1.19M +$612K +5,935 +107%
BC
681
Burney Company
Virginia
$1.19M -$181K -1,757 -13%
Kovitz Investment Group Partners
682
Kovitz Investment Group Partners
Illinois
$1.16M +$1.16M +11,267 New
ACM
683
Argyle Capital Management
Pennsylvania
$1.15M -$52.1K -505 -4%
IDA
684
Intelligence Driven Advisers
California
$1.14M -$28.5K -277 -2%
TFS
685
Thoroughbred Financial Services
Tennessee
$1.14M +$191K +1,850 +20%
MBT
686
Montecito Bank & Trust
California
$1.13M -$537K -5,208 -32%
FFN
687
Focus Financial Network
Minnesota
$1.11M -$7.01K -68 -0.6%
APG
688
Abacus Planning Group
South Carolina
$1.11M +$17.2K +167 +2%
VFP
689
Verus Financial Partners
Virginia
$1.11M +$1.11M +10,758 New
GTCM
690
Gyon Technologies Capital Management
New Jersey
$1.1M +$1.1M +10,668 New
CWM
691
Chesapeake Wealth Management
Virginia
$1.1M -$50.5K -490 -4%
MIAN
692
Mariner Independent Advisor Network
Kansas
$1.08M +$1.08M +10,471 New
CPA
693
Court Place Advisors
Maryland
$1.06M – – –
PGAM
694
Princeton Global Asset Management
New Jersey
$1.05M -$198K -1,920 -16%
SCM
695
Stevens Capital Management
Pennsylvania
$1.04M -$728K -7,068 -41%
Connor, Clark & Lunn Investment Management (CC&L)
696
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.04M -$15.1M -146,351 -94%
NDSI
697
Newman Dignan & Sheerar Inc
Rhode Island
$1.02M +$29.5K +286 +3%
RCA
698
Rowland Carmichael Advisors
Arizona
$1.02M +$185K +1,793 +22%
NB
699
Nicolet Bankshares
Wisconsin
$1.01M -$11.3K -110 -1%
CBT
700
Central Bank & Trust
Kentucky
$1.01M -$53.8K -522 -5%
26 27
28
29 30