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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 %
IWC
876
Integrated Wealth Concepts
Massachusetts
$486K +$43.7K +448 +10%
Diamond Hill Capital Management
877
Diamond Hill Capital Management
Ohio
$482K -$128K -1,312 -21%
PJSIMP
878
P.J. Schmidt Investment Management (PJS)
Wisconsin
$481K – – –
TSS
879
Two Sigma Securities
New York
$477K +$477K +4,889 New
RBA
880
Richard Bernstein Advisors
New York
$476K +$476K +4,882 New
MGIA
881
Moneta Group Investment Advisors
Missouri
$473K +$30.1K +308 +7%
GC
882
Grace Capital
Massachusetts
$472K -$470K -4,819 -50%
RCAG
883
Rehmann Capital Advisory Group
Michigan
$471K +$471K +4,828 New
Koshinski Asset Management
884
Koshinski Asset Management
Illinois
$470K -$1.66K -17 -0.4%
MC
885
Middleton & Co
Massachusetts
$469K – – –
IG
886
ING Group
Netherlands
$464K -$556K -5,696 -54%
TIA
887
Tiemann Investment Advisors
California
$459K -$9.77K -100 -2%
CNBTD
888
Citizens National Bank Trust Department
Mississippi
$459K – – –
SWA
889
SFMG Wealth Advisors
Texas
$459K +$459K +4,707 New
VIA
890
Vident Investment Advisory
Georgia
$454K -$386K -3,955 -46%
KA
891
Kintegral Advisory
New York
$448K – – –
HAG
892
HighPoint Advisor Group
Illinois
$446K -$22.8K -3,811 -5%
GIA
893
Gateway Investment Advisers
Ohio
$445K -$107K -1,098 -19%
SCA
894
STALEY CAPITAL ADVISERS
Pennsylvania
$444K – – –
CCM
895
Condor Capital Management
New Jersey
$439K – – –
ZB
896
Zions Bancorporation
Utah
$433K -$147K -1,507 -25%
CIA
897
Capital Investment Advisors
Georgia
$433K -$19.5K -200 -4%
BOM
898
Bank of Marin
California
$433K +$4.68K +48 +1%
VWM
899
Venturi Wealth Management
Texas
$432K +$166K +1,703 +62%
BWAM
900
Boyd Watterson Asset Management
Ohio
$432K +$432K +4,430 New
34 35
36
37 38