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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 %
IIM
701
Intact Investment Management
Quebec, Canada
$1.01M +$144K +1,400 +17%
BSW
702
Buckingham Strategic Wealth
Missouri
$1.01M -$66.1K -642 -6%
BWM
703
BerganKDV Wealth Management
Minnesota
$1M +$941K +9,133 +1,487%
FCH
704
Freestone Capital Holdings
Washington
$993K -$221K -2,149 -18%
GIP
705
Granite Investment Partners
California
$991K -$16.4K -159 -2%
PBO
706
Peoples Bank (Ohio)
Ohio
$986K +$5.67K +55 +0.6%
S
707
SimplyRich
California
$984K – – –
QI
708
QS Investors
New York
$983K -$114K -1,102 -10%
BOS
709
Bank of Stockton
California
$981K -$480K -4,665 -33%
HB
710
Homrich & Berg
Georgia
$981K -$465K -4,513 -32%
CC
711
Cedar Capital
Illinois
$981K +$981K +9,519 New
PM
712
Penbrook Management
New York
$979K -$58.5K -568 -6%
RJT
713
Raymond James Trust
Florida
$976K +$272K +2,634 +39%
WI
714
Wintrust Investments
Illinois
$973K +$6.18K +60 +0.6%
IC
715
Inscription Capital
Texas
$972K -$206K -1,996 -17%
Assenagon Asset Management
716
Assenagon Asset Management
Luxembourg
$960K +$109K +1,061 +13%
MCA
717
Mercer Capital Advisers
New Jersey
$948K – – –
LSC
718
Lyon Street Capital
California
$948K +$948K +9,200 New
FI
719
FormulaFolio Investments
Michigan
$939K -$119K -1,152 -11%
FWCM
720
Ferguson Wellman Capital Management
Oregon
$939K – – –
BAMF
721
BI Asset Management Fondsmaeglerselskab
Denmark
$939K +$122K +1,185 +15%
CIA
722
Choate Investment Advisors
Massachusetts
$936K -$3.61K -35 -0.4%
PP
723
Paloma Partners
Connecticut
$931K -$26.4M -256,657 -97%
SWM
724
Segment Wealth Management
Texas
$928K +$928K +9,003 New
CT
725
Chicago Trust
Illinois
$927K +$103K +1,000 +13%
27 28
29
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