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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 %
CFS
976
CRA Financial Services
New Jersey
$288K – – –
PCA
977
Personal Capital Advisors
California
$288K – – –
ALAM
978
Asahi Life Asset Management
Japan
$288K +$288K +2,790 New
PSP
979
Principal Street Partners
Tennessee
$287K +$1.96K +19 +0.7%
CAW
980
Cornerstone Advisors (Washington)
Washington
$286K -$5.86K -57 -2%
WAM
981
Wolverine Asset Management
Illinois
$286K +$286K +2,782 New
DIA
982
Dana Investment Advisors
Wisconsin
$284K -$2.4M -23,263 -89%
BAM
983
Belpointe Asset Management
Nevada
$284K -$1.86K -18 -0.7%
BOH
984
Bank of Hawaii
Hawaii
$283K -$506K -4,914 -64%
WTC
985
WhitTier Trust Company
Nevada
$283K – – –
Kayne Anderson Rudnick Investment Management
986
Kayne Anderson Rudnick Investment Management
California
$282K – – –
H
987
HoyleCohen
California
$281K – – –
BPB
988
Badgley, Phelps & Bell
Washington
$281K +$10.2K +99 +4%
CCM
989
Carlson Capital Management
Minnesota
$279K -$2.88K -28 -1%
Financial Engines Advisors
990
Financial Engines Advisors
California
$278K +$278K +2,699 New
VFA
991
Voya Financial Advisors
Connecticut
$273K -$1.56M -15,085 -85%
PCP
992
Proficio Capital Partners
Massachusetts
$273K +$13.1K +129 +5%
CIC
993
Carnegie Investment Counsel
Ohio
$269K – – –
VC
994
Veracity Capital
Georgia
$268K -$45 -35 -0%
MHC
995
Meyer Handelman Company
New York
$268K – – –
AC
996
Alexandria Capital
Virginia
$268K – – –
LOAMS
997
Lombard Odier Asset Management (Switzerland)
Switzerland
$268K +$268K +2,599 New
CBT
998
Capital Bank & Trust
California
$268K +$268K +2,600 New
CM
999
Castleark Management
Illinois
$266K – – –
CCM
1000
Chickasaw Capital Management
Tennessee
$266K +$5.16K +50 +2%
38 39
40
41 42