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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 %
AF
976
Arrow Financial
New York
$305K -$17.1K -175 -5%
KA
977
Kovack Advisors
Florida
$305K +$98.5K +1,008 +48%
FNFDCM
978
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$302K – – –
RCA
979
Resonant Capital Advisors
Wisconsin
$300K +$11.3K +116 +4%
CF
980
Centaurus Financial
California
$296K -$8.11K -83 -3%
BWM
981
Baystate Wealth Management
Massachusetts
$296K +$32.1K +329 +12%
FCI
982
Financial Counselors Inc
Kansas
$294K +$17.2K +176 +6%
WB
983
West Bancorporation
Iowa
$293K +$5.57K +57 +2%
TIS
984
Tortoise Index Solutions
Kansas
$289K -$71.5K -732 -20%
BWCS
985
Beirne Wealth Consulting Services
Connecticut
$287K – – –
MAFM
986
Mid Atlantic Financial Management
Pennsylvania
$286K +$44.1K +451 +18%
LIM
987
Leavell Investment Management
Alabama
$285K – – –
IIM
988
Ipswich Investment Management
Massachusetts
$284K – – –
HFG
989
Heron Financial Group
New York
$284K – – –
JWM
990
JGP Wealth Management
Oregon
$280K – – –
WP
991
WealthSource Partners
California
$278K +$278K +2,844 New
XM
992
XTX Markets
New York
$277K -$251K -2,572 -48%
CAW
993
Cornerstone Advisors (Washington)
Washington
$277K +$1.27K +13 +0.5%
EWM
994
Endurance Wealth Management
Rhode Island
$274K – – –
PCA
995
Personal Capital Advisors
California
$273K -$1.27K -13 -0.5%
CFS
996
CRA Financial Services
New Jersey
$273K – – –
PP
997
Palladium Partners
Virginia
$273K – – –
PSP
998
Principal Street Partners
Tennessee
$270K -$38.9K -398 -13%
BAM
999
Belpointe Asset Management
Nevada
$270K +$10.4K +107 +4%
FRM
1000
Fox Run Management
Connecticut
$270K +$270K +2,765 New
38 39
40
41 42