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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 %
EAM
901
Eukles Asset Management
Ohio
$431K -$26.8K -275 -6%
KWA
902
KCS Wealth Advisory
California
$428K – – –
NFG
903
Next Financial Group
Texas
$421K -$38.4K -393 -8%
DCM
904
Donaldson Capital Management
Indiana
$419K +$12.5K +128 +3%
FNBTCON
905
First National Bank & Trust Co of Newtown
Pennsylvania
$418K – – –
CCA
906
Covey Capital Advisors
Georgia
$415K – – –
VWM
907
Valley Wealth Managers
New Jersey
$413K -$14.4K -147 -3%
BP
908
Ballentine Partners
Massachusetts
$412K -$7.52K -77 -2%
MLL
909
Moody Lynn & Lieberson
Massachusetts
$412K – – –
MFG
910
Monte Financial Group
Connecticut
$412K +$53.2K +545 +15%
MWM
911
Minot Wealth Management
Massachusetts
$409K +$1.08K +11 +0.3%
JAFL
912
Jay A. Fishman Ltd
Michigan
$408K – – –
PA
913
Parallel Advisors
California
$408K +$39.9K +409 +11%
BCWM
914
Bartlett & Co Wealth Management
Ohio
$406K +$42.5K +435 +12%
BC
915
Bartlett & Co
Ohio
$406K +$42.4K +435 +12%
SF
916
Symphony Financial
Texas
$402K +$402K +4,122 New
WP
917
WMS Partners
Maryland
$400K – – –
FHC
918
First Heartland Consultants
Missouri
$395K – – –
PK
919
Pflug Koory
Nebraska
$395K – – –
MA
920
Mutual Advisors
Nebraska
$393K +$11.2K +115 +3%
BFO
921
Biltmore Family Office
North Carolina
$390K -$195K -2,000 -33%
SIA
922
Starfire Investment Advisers
Michigan
$390K – – –
RC
923
RBF Capital
California
$390K – – –
CC
924
Centiva Capital
New York
$389K +$389K +3,984 New
Rockefeller Capital Management
925
Rockefeller Capital Management
New York
$387K -$52.3K -535 -12%
35 36
37
38 39