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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 %
VC
851
Voit & Company
Wisconsin
$522K +$522K +5,065 New
GVAG
852
Great Valley Advisor Group
Delaware
$519K +$103 +1 +0%
IWC
853
Integrated Wealth Concepts
Massachusetts
$518K +$5.05K +49 +1%
LCS
854
Levin Capital Strategies
New York
$515K +$515K +5,000 New
EIP
855
Ellis Investment Partners
Pennsylvania
$513K -$5.36K -52 -1%
BWAM
856
Boyd Watterson Asset Management
Ohio
$511K +$54.1K +524 +12%
CGL
857
Clarius Group LLC
Washington
$510K -$9.79K -95 -2%
GC
858
Grace Capital
Massachusetts
$508K +$9.79K +95 +2%
TF
859
TLWM Financial
Texas
$507K +$13K +136 +3%
RBA
860
Richard Bernstein Advisors
New York
$503K – – –
PAS
861
Park Avenue Securities
New York
$494K -$63.2K -613 -11%
DJSG
862
D.J. St. Germain
Massachusetts
$494K -$37.7K -365 -7%
VPIM
863
Vanguard Personalized Indexing Management
California
$493K +$119K +1,153 +32%
CAM
864
ClariVest Asset Management
California
$487K -$32.4M -314,430 -99%
HI
865
Horizon Investments
North Carolina
$483K -$421K -4,086 -47%
MFG
866
Monte Financial Group
Connecticut
$482K +$47.2K +458 +11%
CG
867
Caprock Group
Idaho
$474K +$79.5K +771 +20%
TPWA
868
TRUE Private Wealth Advisors
Oregon
$473K +$323K +3,135 +215%
SWA
869
SFMG Wealth Advisors
Texas
$472K -$13.2K -128 -3%
PJSIMP
870
P.J. Schmidt Investment Management (PJS)
Wisconsin
$472K -$4.16K -43 -0.9%
SCA
871
STALEY CAPITAL ADVISERS
Pennsylvania
$468K – – –
TIA
872
Tiemann Investment Advisors
California
$466K -$18K -175 -4%
KWMG
873
King Wealth Management Group
Florida
$466K +$466K +4,524 New
EF
874
Empirical Finance
Pennsylvania
$464K +$100K +974 +28%
CCM
875
Condor Capital Management
New Jersey
$463K – – –
33 34
35
36 37