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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 %
FAAS
801
First Allied Advisory Services
California
$644K -$69.1K -670 -10%
BWM
802
Buckley Wealth Management
Nevada
$643K -$1.55K -15 -0.2%
KeyBank National Association
803
KeyBank National Association
Ohio
$643K +$117K +1,132 +22%
MPPLM
804
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$641K +$53K +514 +9%
LCM
805
LVM Capital Management
Michigan
$639K -$51.5K -500 -7%
PCM
806
Parsons Capital Management
Rhode Island
$630K -$15.5K -150 -2%
SC
807
Savant Capital
Illinois
$626K -$10.2K -99 -2%
CIP
808
Chartwell Investment Partners
Pennsylvania
$625K +$32.1K +311 +5%
MML Investors Services
809
MML Investors Services
Massachusetts
$619K -$351K -3,407 -36%
CF
810
Copperwynd Financial
Arizona
$617K -$21.4K -208 -3%
S
811
SignatureFD
Georgia
$616K -$52.5K -509 -8%
PG
812
Pendal Group
Australia
$614K -$2.43M -23,625 -80%
BUB
813
BBVA USA Bancshares
Texas
$614K -$7.83K -76 -1%
SPI
814
Santori & Peters Inc
Pennsylvania
$613K – – –
AIC
815
Argus Investors Counsel
New York
$613K +$59.9K +581 +11%
NAM
816
NorthCoast Asset Management
Connecticut
$613K +$613K +5,952 New
P
817
Pitcairn
Pennsylvania
$612K -$15.5K -150 -2%
ECM
818
ETrade Capital Management
Virginia
$607K +$385K +3,739 +174%
EWM
819
Evermay Wealth Management
Virginia
$604K -$1.03K -10 -0.2%
CAM
820
Cresset Asset Management
Illinois
$598K -$103K -1,003 -15%
BFM
821
Boston Financial Management
Massachusetts
$596K -$27.3K -265 -4%
SFS
822
Sowell Financial Services
Arkansas
$581K -$48.2K -468 -8%
BWP
823
Baldwin Wealth Partners
Massachusetts
$580K +$299K +2,900 +106%
NB
824
NBT Bank
New York
$579K -$241K -2,344 -29%
PP
825
Prudential plc
United Kingdom
$576K +$25.4K +246 +5%
31 32
33
34 35