FI icon

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 %
VIA
826
Vident Investment Advisory
Georgia
$575K +$96.8K +941 +20%
EFSCE
827
Enterprise Financial Services Corp (EFSC)
Missouri
$574K -$4.12K -40 -0.7%
FL
828
Fort LP
Maryland
$572K -$258K -2,503 -31%
WMC
829
Westwood Management Corporation
Illinois
$564K -$26.7M -259,350 -98%
BOM
830
Bank of Marin
California
$564K +$106K +1,032 +23%
AW
831
Alpha Windward
Massachusetts
$564K +$285K +2,761 +102%
Federated Hermes
832
Federated Hermes
Pennsylvania
$563K -$8.35K -81 -1%
RGC
833
Roberts, Glore & Co
Illinois
$563K – – –
BFO
834
Boston Family Office
Massachusetts
$563K – – –
WP
835
WMS Partners
Maryland
$559K +$137K +1,330 +32%
CCA
836
Checchi Capital Advisers
California
$558K -$32.5K -315 -6%
EIA
837
Edgemoor Investment Advisors
Maryland
$552K – – –
JMFC
838
J.M. Forbes & Co
Massachusetts
$549K -$53.1K -515 -9%
LS
839
Livforsakringsbolaget Skandia
Sweden
$548K -$103K -1,000 -16%
HIIFS
840
Harel Insurance Investments & Financial Services
Israel
$547K -$302K -2,933 -36%
JCM
841
JS Capital Management
New York
$546K +$546K +5,300 New
ST
842
Smithfield Trust
Pennsylvania
$542K -$4.23K -41 -0.8%
HAG
843
HighPoint Advisor Group
Illinois
$538K -$58.2K -7,273 -10%
AAS
844
Avantax Advisory Services
Texas
$538K +$180K +1,738 +50%
DCM
845
Donaldson Capital Management
Indiana
$537K +$94.6K +918 +21%
WA
846
Wambolt & Associates
Colorado
$535K -$6.59K -64 -1%
LOAME
847
Lombard Odier Asset Management (Europe)
United Kingdom
$534K +$534K +5,178 New
WC
848
Wexford Capital
Florida
$531K -$1.41M -13,710 -73%
IC
849
Investment Counsel
Michigan
$523K – – –
VWM
850
Venturi Wealth Management
Texas
$523K +$66.5K +645 +15%
32 33
34
35 36