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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 %
FHA
726
Flagship Harbor Advisors
Massachusetts
$924K -$17.9K -174 -2%
IBOK
727
Independence Bank of Kentucky
Kentucky
$921K +$921K +8,940 New
CAPTRUST Financial Advisors
728
CAPTRUST Financial Advisors
North Carolina
$919K -$241K -2,309 -21%
KFI
729
Key Financial Inc
Pennsylvania
$918K +$12.6K +122 +1%
RM
730
Resource Management
Louisiana
$899K -$33.5K -325 -4%
CSPIA
731
Cary Street Partners Investment Advisory
Virginia
$892K +$892K +8,652 New
S
732
Seeyond
France
$889K +$4.64K +45 +0.5%
ACM
733
AlphaCrest Capital Management
New York
$874K -$2.7M -26,200 -76%
MC
734
Moors & Cabot
Massachusetts
$870K +$2.06K +20 +0.2%
MPM
735
Meritage Portfolio Management
Kansas
$869K -$15.6M -151,709 -95%
ST
736
Spinnaker Trust
Maine
$866K – – –
CI
737
Conning Inc
Connecticut
$866K +$16.5K +160 +2%
YIA
738
YHB Investment Advisors
Connecticut
$865K +$174K +1,684 +25%
SI
739
Stephens Inc
Arkansas
$864K -$6.18K -60 -0.7%
GCMG
740
Gyroscope Capital Management Group
Florida
$854K +$34.3K +333 +4%
JWCA
741
J.W. Cole Advisors
Florida
$853K +$853K +8,279 New
RIM
742
Redpoint Investment Management
Australia
$849K -$707K -6,861 -45%
SPC
743
Sigma Planning Corp
Michigan
$845K -$188K -1,826 -18%
AAM
744
Aureus Asset Management
Massachusetts
$830K -$128K -1,240 -13%
TAM
745
Townsend Asset Management
North Carolina
$829K – – –
JFGIW
746
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$818K -$3.8M -36,892 -82%
GIM
747
Goelzer Investment Management
Indiana
$817K – – –
FP
748
Foundry Partners
Minnesota
$816K – – –
CAN
749
Cetera Advisor Networks
California
$816K +$28.5K +276 +4%
SHGA
750
Sand Hill Global Advisors
California
$815K -$11.9K -115 -1%
28 29
30
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