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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 %
SCM
776
Southport Capital Management
Tennessee
$719K -$309 -3 -0%
ANRIA
777
American National Registered Investment Advisor
Texas
$716K – – –
KCM
778
Kendall Capital Management
Maryland
$715K -$265K -2,570 -27%
AIC
779
Ameritas Investment Company
Nebraska
$715K – – –
SBIA
780
Sheaff Brock Investment Advisors
Indiana
$714K -$41.2K -400 -5%
OSAM
781
O'Shaughnessy Asset Management
Connecticut
$710K +$324K +3,148 +84%
CTC
782
Central Trust Company
Missouri
$709K -$1.19M -11,572 -63%
PWS
783
Peloton Wealth Strategists
Indiana
$708K -$61.8K -600 -8%
DCM
784
Dupont Capital Management
Delaware
$704K -$195K -1,891 -22%
AssetMark Inc
785
AssetMark Inc
California
$700K -$7.63K -74 -1%
IIA
786
ICW Investment Advisors
Arizona
$700K +$13.9K +135 +2%
EI
787
Ethic Inc
New York
$698K -$13.5K -131 -2%
Rockefeller Capital Management
788
Rockefeller Capital Management
New York
$697K +$289K +2,807 +71%
HCM
789
HMS Capital Management
Tennessee
$697K +$697K +6,764 New
DC
790
Davenport & Co
Virginia
$694K -$18.9K -183 -3%
IIC
791
Integrated Investment Consultants
Michigan
$693K -$151K -1,462 -18%
FFG
792
Fortem Financial Group
California
$691K -$1.13M -10,977 -62%
GD
793
Grandfield & Dodd
New York
$680K -$1.24K -12 -0.2%
SW
794
SVB Wealth
Massachusetts
$673K +$30.4K +295 +5%
Cetera Investment Advisers
795
Cetera Investment Advisers
Illinois
$665K -$20.8K -202 -3%
N
796
Natixis
France
$663K -$20.6M -199,925 -97%
NHC
797
Nicholas Hoffman & Company
Georgia
$655K – – –
IFWM
798
Institute for Wealth Management
Colorado
$654K +$3.4K +33 +0.5%
OWA
799
Outlook Wealth Advisors
Texas
$651K – – –
HIA
800
Harbor Investment Advisory
Maryland
$651K +$37.3K +362 +6%
30 31
32
33 34