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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 %
MIH
926
Meitav Investment House
Israel
$386K +$42.2K +432 +12%
MA
927
MANA Advisors
New York
$386K +$386K +3,956 New
First Manhattan
928
First Manhattan
New York
$382K -$2.92K -30 -0.8%
IAA
929
Independent Advisor Alliance
North Carolina
$382K +$4.3K +44 +1%
WMA
930
Wealth Management Associates
New Jersey
$382K – – –
WA
931
WESPAC Advisors
California
$379K +$379K +3,878 New
EWM
932
Empirical Wealth Management
Washington
$378K – – –
MFS
933
Madrona Financial Services
Washington
$377K – – –
1SB
934
1ST Source Bank
Indiana
$375K – – –
CG
935
Caprock Group
Idaho
$373K +$50.8K +521 +16%
RG
936
Rathbones Group
United Kingdom
$371K -$4.39K -45 -1%
OCM
937
Ovata Capital Management
Hong Kong
$369K +$369K +3,780 New
HCM
938
Hengehold Capital Management
Ohio
$368K +$13K +133 +4%
OSAM
939
O'Shaughnessy Asset Management
Connecticut
$365K +$346K +3,541 +1,779%
FIA
940
Foundations Investment Advisors
Arizona
$363K +$363K +3,699 New
CIA
941
CSat Investment Advisory
Michigan
$361K +$234K +2,391 +183%
BBHC
942
Brown Brothers Harriman & Co
New York
$360K +$59.3K +608 +20%
LSAG
943
Lake Street Advisors Group
New Hampshire
$358K +$358K +3,665 New
WJWM
944
Williams Jones Wealth Management
New York
$356K +$73.7K +755 +26%
VPIM
945
Vanguard Personalized Indexing Management
California
$354K -$26.6K -273 -7%
TNBTD
946
Trustmark National Bank Trust Department
Mississippi
$354K +$24.8K +254 +8%
TI
947
Tidal Investments
Wisconsin
$354K +$354K +3,623 New
FFBTD
948
First Financial Bank - Trust Division
Ohio
$352K -$15.9K -163 -4%
CPA
949
Clear Perspective Advisors
Illinois
$347K -$5.85K -60 -2%
MSAM
950
Moloney Securities Asset Management
Missouri
$345K -$65.4K -670 -16%
36 37
38
39 40