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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 %
CC
901
Centiva Capital
New York
$413K +$3.09K +30 +0.8%
BFO
902
Biltmore Family Office
North Carolina
$412K – – –
RC
903
RBF Capital
California
$412K – – –
SAM
904
Silvercrest Asset Management
New York
$409K -$281K -2,724 -41%
RG
905
Rathbones Group
United Kingdom
$409K +$17.8K +173 +5%
HH
906
Hilltop Holdings
Texas
$407K +$150K +1,455 +59%
STA
907
Summit Trail Advisors
New York
$406K -$331K -3,130 -45%
IAA
908
Independent Advisor Alliance
North Carolina
$401K -$2.58K -25 -0.6%
AIA
909
Affinity Investment Advisors
California
$400K -$122K -1,180 -23%
BCA
910
Bay Colony Advisors
Massachusetts
$400K +$400K +3,883 New
ACS
911
Archford Capital Strategies
Illinois
$400K +$400K +3,885 New
MFS
912
Madrona Financial Services
Washington
$398K – – –
FCM
913
FJ Capital Management
Virginia
$397K +$397K +4,000 New
1SB
914
1ST Source Bank
Indiana
$396K – – –
IC
915
Intersect Capital
California
$395K +$395K +3,832 New
WMA
916
Wealth Management Associates
New Jersey
$393K -$10.3K -100 -3%
BBHC
917
Brown Brothers Harriman & Co
New York
$390K +$9.79K +95 +3%
BP
918
BBR Partners
New York
$390K +$163K +1,580 +72%
First Manhattan
919
First Manhattan
New York
$389K -$14.5K -141 -4%
MGIM
920
M&G Investment Management
United Kingdom
$383K -$321K -3,121 -46%
LFAS
921
Level Four Advisory Services
Texas
$383K -$180K -1,749 -32%
FFBTD
922
First Financial Bank - Trust Division
Ohio
$372K – – –
EWM
923
Empirical Wealth Management
Washington
$371K -$28.5K -276 -7%
PTC
924
Provident Trust Company
Wisconsin
$358K – – –
SBH
925
Segall Bryant & Hamill
Illinois
$358K +$24.4K +237 +7%
35 36
37
38 39