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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 %
KA
876
Kintegral Advisory
New York
$459K -$14.7K -143 -3%
CIA
877
Capital Investment Advisors
Georgia
$457K – – –
CNBTD
878
Citizens National Bank Trust Department
Mississippi
$453K -$30.9K -300 -6%
MWM
879
Minot Wealth Management
Massachusetts
$452K +$20.6K +200 +5%
KWA
880
KCS Wealth Advisory
California
$451K – – –
EAM
881
Eukles Asset Management
Ohio
$446K -$10.1K -98 -2%
FNBTCON
882
First National Bank & Trust Co of Newtown
Pennsylvania
$441K – – –
RCAG
883
Rehmann Capital Advisory Group
Michigan
$439K -$58.9K -572 -12%
CCA
884
Covey Capital Advisors
Georgia
$438K – – –
GIA
885
Gateway Investment Advisers
Ohio
$435K -$35K -340 -7%
SP
886
Symmetry Partners
Connecticut
$435K +$435K +4,221 New
SF
887
Symphony Financial
Texas
$434K +$9.37K +91 +2%
PFP
888
Pinnacle Financial Partners
Tennessee
$434K +$205K +1,992 +89%
FNBOO
889
First National Bank of Omaha
Nebraska
$433K -$204K -1,978 -32%
MLL
890
Moody Lynn & Lieberson
Massachusetts
$432K -$2.37K -23 -0.5%
JAFL
891
Jay A. Fishman Ltd
Michigan
$431K – – –
BC
892
Bartlett & Co
Ohio
$429K – – –
BCWM
893
Bartlett & Co Wealth Management
Ohio
$429K – – –
MA
894
Mutual Advisors
Nebraska
$424K +$9.38K +91 +2%
GCP
895
GSA Capital Partners
United Kingdom
$424K +$210K +2,031 +98%
LSAG
896
Lake Street Advisors Group
New Hampshire
$422K +$44.2K +429 +12%
BP
897
Ballentine Partners
Massachusetts
$419K -$16K -155 -4%
CIA
898
CSat Investment Advisory
Michigan
$418K +$37.2K +361 +10%
PK
899
Pflug Koory
Nebraska
$417K – – –
PVH
900
Psagot Value Holdings
Israel
$413K -$165K -1,600 -29%
34 35
36
37 38