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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 %
RWA
1026
Ropes Wealth Advisors
Massachusetts
$240K +$48K +465 +25%
FIA
1027
Foundations Investment Advisors
Arizona
$239K -$137K -1,349 -36%
GIM
1028
Greenwich Investment Management
Connecticut
$237K – – –
BDF
1029
Balasa Dinverno & Foltz
$236K – – –
CS
1030
Comerica Securities
Michigan
$233K +$2.27K +22 +1%
ZCA
1031
Zeke Capital Advisors
Pennsylvania
$232K -$619 -6 -0.3%
TSW
1032
Thompson Siegel & Walmsley
Virginia
$230K – – –
FWM
1033
Fairhaven Wealth Management
Illinois
$229K -$2.16K -21 -0.9%
VIM
1034
Vista Investment Management
Pennsylvania
$229K +$229K +2,221 New
Acadian Asset Management
1035
Acadian Asset Management
Massachusetts
$228K – – –
WANY
1036
Wealthspire Advisors (New York)
New York
$227K -$18.4K -179 -8%
PIM
1037
Penobscot Investment Management
Massachusetts
$227K – – –
CAM
1038
CenterStar Asset Management
Illinois
$226K – – –
RPSA
1039
Richard P. Slaughter Associates
Texas
$226K – – –
LC
1040
LCNB Corp
Ohio
$225K – – –
SM
1041
Sciencast Management
New Jersey
$223K -$3.93M -36,874 -95%
FC
1042
Forte Capital
New York
$223K -$2.47K -24 -1%
FWM
1043
Frontier Wealth Management
Missouri
$223K +$223K +2,160 New
LBD
1044
Landsberg Bennett & Dubbaneh
Florida
$221K +$221K +2,137 New
SIG
1045
Sargent Investment Group
Maryland
$219K -$38.8K -377 -15%
BHBT
1046
Burke & Herbert Bank & Trust
Virginia
$219K – – –
JA
1047
JLB & Associates
Michigan
$218K – – –
SCA
1048
Stonebridge Capital Advisors
Minnesota
$218K +$20K +194 +10%
BTW
1049
Boston Trust Walden
Massachusetts
$217K -$14.2K -138 -6%
UCI
1050
Uncommon Cents Investing
Wisconsin
$216K – – –
40 41
42
43 44