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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 %
BCAM
751
Boston Common Asset Management
Massachusetts
$809K – – –
SIM
752
Sadoff Investment Management
Wisconsin
$801K -$25.8K -250 -3%
CA
753
Clearstead Advisors
Ohio
$799K +$624K +6,048 +355%
WT
754
Whittier Trust
California
$793K +$14.3K +139 +2%
TI
755
tru Independence
Oregon
$784K -$206 -2 -0%
SL
756
Stevard LLC
Illinois
$783K – – –
WT
757
Washington Trust
Rhode Island
$776K -$38.1K -370 -5%
V
758
VeraBank
Texas
$774K -$20.6K -200 -3%
OFS
759
Orrstown Financial Services
Pennsylvania
$768K -$73.8K -708 -9%
KWM
760
Kingsview Wealth Management
Oregon
$767K -$8.86K -86 -1%
SCP
761
Shorepoint Capital Partners
Massachusetts
$767K +$16.4K +159 +2%
SWP
762
Stratos Wealth Partners
Ohio
$765K -$19.8K -192 -3%
APA
763
American Portfolios Advisors
New York
$765K +$27.6K +268 +4%
PGFC
764
Peapack-Gladstone Financial Corp
New Jersey
$755K +$94.5K +917 +14%
LDB
765
Lee, Danner & Bass
Tennessee
$754K – – –
HSA
766
HBK Sorce Advisory
Pennsylvania
$753K +$28.4K +276 +4%
CPO
767
Cerity Partners OCIO
New York
$748K -$124K -1,201 -14%
AWC
768
Abundance Wealth Counselors
Pennsylvania
$746K +$115K +1,114 +18%
IMRF
769
Illinois Municipal Retirement Fund
Illinois
$746K +$746K +7,243 New
JHCP
770
Jackson Hole Capital Partners
Oklahoma
$742K +$68.8K +667 +10%
MCM
771
Manchester Capital Management
Vermont
$740K -$209K -2,025 -22%
Brown Advisory
772
Brown Advisory
Maryland
$736K -$355K -3,445 -33%
JIC
773
Johnson Investment Counsel
Ohio
$735K – – –
Jones Financial Companies
774
Jones Financial Companies
Missouri
$726K -$6.39K -62 -0.9%
WB
775
WesBanco Bank
West Virginia
$720K +$15.5K +150 +2%
29 30
31
32 33