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Fiserv
FI

Overview Fund Activity

1,211 hedge funds and large institutions have $60.5B invested in Fiserv in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 468 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+49
Holders Change %
+4.22%
% of All Funds
24.89%
Holding in Top 10
75
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-22.68%
% of All Funds
1.54%
New
142
Increased
416
Reduced
468
Closed
84
Calls
$1.14B
Puts
$193M
Net Calls
+$948M
Net Calls Change
+$906M

Top Buyers

1
MCM
Melvin Capital Management
New York
+$590M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$225M
3
Millennium Management
Millennium Management
New York
+$178M
4
MC
Maplelane Capital
New York
+$168M
5
Barclays
Barclays
United Kingdom
+$145M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$496M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$438M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$433M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$418M
5
Victory Capital Management
Victory Capital Management
Texas
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
826
Outlook Wealth Advisors
Texas
$617K – – –
IFWM
827
Institute for Wealth Management
Colorado
$616K +$9.18K +94 +2%
PCM
828
Parsons Capital Management
Rhode Island
$611K -$13.2K -135 -2%
BWM
829
Buckley Wealth Management
Nevada
$610K -$5.37K -55 -0.9%
SW
830
SVB Wealth
Massachusetts
$609K +$14.6K +150 +2%
GLA
831
Great Lakes Advisors
Illinois
$605K -$177K -1,815 -23%
CF
832
Copperwynd Financial
Arizona
$604K -$58.5K -600 -9%
SC
833
Savant Capital
Illinois
$603K -$17.6K -180 -3%
FNBOO
834
First National Bank of Omaha
Nebraska
$603K +$27.5K +282 +5%
VAS
835
Vestmark Advisory Solutions
Massachusetts
$601K +$26.1K +267 +5%
AWC
836
Abundance Wealth Counselors
Pennsylvania
$598K +$598K +6,128 New
SFS
837
Sowell Financial Services
Arkansas
$596K -$266K -2,726 -31%
AC
838
Athanor Capital
New York
$596K +$596K +6,101 New
P
839
Pitcairn
Pennsylvania
$594K -$12K -123 -2%
BFM
840
Boston Financial Management
Massachusetts
$590K – – –
BUB
841
BBVA USA Bancshares
Texas
$589K -$38.3K -392 -6%
HIA
842
Harbor Investment Advisory
Maryland
$582K +$4.79K +49 +0.8%
SPI
843
Santori & Peters Inc
Pennsylvania
$580K – – –
SAM
844
Strategy Asset Managers
California
$576K +$3.12K +32 +0.5%
EWM
845
Evermay Wealth Management
Virginia
$573K -$31.7K -325 -5%
JMFC
846
J.M. Forbes & Co
Massachusetts
$570K -$13.2K -135 -2%
CIP
847
Chartwell Investment Partners
Pennsylvania
$561K +$15.8K +162 +3%
CCA
848
Checchi Capital Advisers
California
$559K +$79.4K +813 +17%
MPPLM
849
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$557K +$266K +2,724 +91%
SEC
850
Seven Eight Capital
New York
$556K -$1.05M -10,800 -65%
32 33
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