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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 %
FNFDCM
951
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$318K – – –
KA
952
Kovack Advisors
Florida
$313K -$8.03K -78 -3%
BWM
953
Baystate Wealth Management
Massachusetts
$313K – – –
MGIA
954
Moneta Group Investment Advisors
Missouri
$311K -$188K -1,827 -38%
WF
955
WoodTrust Financial
Wisconsin
$310K -$38.7K -375 -11%
MIH
956
Meitav Investment House
Israel
$309K -$97.7K -949 -24%
VCP
957
Vista Capital Partners
Oregon
$309K +$309K +3,000 New
PCM
958
Pinz Capital Management
New York
$309K +$309K +3,000 New
BWCS
959
Beirne Wealth Consulting Services
Connecticut
$307K +$4.33K +42 +1%
BFEC
960
Benjamin F. Edwards & Company
Missouri
$306K -$55.9K -542 -15%
FSC
961
Full Sail Capital
Oklahoma
$305K -$208K -2,033 -41%
HFG
962
Heron Financial Group
New York
$304K +$6.14K +61 +2%
AF
963
Arrow Financial
New York
$301K -$20.6K -200 -6%
LIM
964
Leavell Investment Management
Alabama
$301K – – –
HS
965
Haafor (Singapore)
Singapore
$300K +$68.4K +662 +30%
WJWM
966
Williams Jones Wealth Management
New York
$298K -$77.9K -755 -21%
CF
967
Centaurus Financial
California
$297K -$14.7K -143 -5%
TAM
968
Trust Asset Management
Texas
$297K +$297K +2,878 New
JWM
969
JGP Wealth Management
Oregon
$295K – – –
MAFM
970
Mid Atlantic Financial Management
Pennsylvania
$293K -$26.3K -241 -8%
MA
971
MONECO Advisors
Connecticut
$293K +$20.5K +199 +8%
IIM
972
Ipswich Investment Management
Massachusetts
$290K -$10.3K -100 -3%
SWM
973
SeaCrest Wealth Management
New York
$290K +$10.8K +105 +4%
PP
974
Palladium Partners
Virginia
$289K – – –
IC
975
IEQ Capital
California
$289K +$289K +2,803 New
37 38
39
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