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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 %
MSAM
926
Moloney Securities Asset Management
Missouri
$357K -$6.79K -66 -2%
MWM
927
Mission Wealth Management
California
$356K – – –
PP
928
Pegasus Partners
Wisconsin
$354K – – –
TIS
929
Tortoise Index Solutions
Kansas
$346K +$41.5K +403 +14%
FMT
930
First Mercantile Trust
Tennessee
$345K -$348K -3,190 -50%
ECM
931
Evergreen Capital Management
Washington
$343K -$20.1K -195 -6%
MSE
932
MUFG Securities EMEA
United Kingdom
$341K -$801K -7,763 -70%
AIM
933
Arcadia Investment Management
Michigan
$340K – – –
TMAM
934
Tokio Marine Asset Management
Japan
$337K +$9.8K +95 +3%
CC
935
Cipher Capital
New York
$336K -$5.36M -51,924 -94%
American Century Companies
936
American Century Companies
Missouri
$334K -$79.6M -772,726 -100%
PA
937
Parallel Advisors
California
$334K -$96.8K -940 -22%
EH
938
Employers Holdings
Nevada
$330K – – –
PCMC
939
Paragon Capital Management (Colorado)
Colorado
$330K – – –
MAM
940
Marotta Asset Management
Virginia
$330K – – –
EP
941
EPIQ Partners
Minnesota
$326K – – –
NERM
942
New England Research & Management
Illinois
$324K +$324K +3,146 New
IWP
943
Insight Wealth Partners
Texas
$323K – – –
OPA
944
Old Port Advisors
Maine
$323K – – –
WB
945
West Bancorporation
Iowa
$321K +$12.1K +117 +4%
EWM
946
Endurance Wealth Management
Rhode Island
$320K +$31K +301 +11%
SFO
947
Stokes Family Office
Louisiana
$320K +$320K +3,101 New
GLA
948
Great Lakes Advisors
Illinois
$319K -$319K -3,097 -50%
ER
949
Enlightenment Research
Florida
$319K +$319K +3,100 New
CW
950
CreativeOne Wealth
Kansas
$319K +$319K +3,103 New
36 37
38
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