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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 %
GW
1051
GW & Wade
Massachusetts
$215K – – –
OPS
1052
Orion Portfolio Solutions
Nebraska
$214K -$19.5K -190 -8%
SNBOSCI
1053
Security National Bank of Sioux City Iowa
Iowa
$212K -$69.3K -671 -25%
WOSD
1054
WFA of San Diego
California
$211K – – –
LI
1055
LVZ Inc
Michigan
$211K +$211K +2,048 New
IA
1056
IFP Advisors
Florida
$210K +$33.9K +331 +19%
SSB
1057
Sandy Spring Bank
Maryland
$209K -$103 -1 -0%
VAS
1058
Vestmark Advisory Solutions
Massachusetts
$208K -$426K -4,133 -67%
BPA
1059
Beacon Pointe Advisors
California
$208K -$13.4K -130 -6%
DBG
1060
De Burlo Group
Massachusetts
$206K -$11.3M -110,100 -98%
AAF
1061
Andra AP-fonden
Sweden
$206K -$1.64M -15,900 -89%
SEC
1062
Seven Eight Capital
New York
$206K -$381K -3,700 -65%
OWP
1063
Obermeyer Wealth Partners
Colorado
$206K -$5.36K -52 -3%
PWP
1064
Principle Wealth Partners
Connecticut
$206K – – –
WG
1065
Welch Group
Alabama
$206K +$206K +2,000 New
ARTA
1066
A.R.T. Advisors
New York
$206K +$206K +2,000 New
UAM
1067
UAS Asset Management
New York
$206K +$206K +2,000 New
VVP
1068
Venture Visionary Partners
Ohio
$205K +$205K +1,999 New
SOAMC
1069
Spirit of America Management Corp
New York
$201K – – –
RIM
1070
Rampart Investment Management
Connecticut
$188K -$730K -7,103 -80%
AIM
1071
AIA Investment Management
Singapore
$184K +$27.8K +269 +18%
TPCW
1072
TD Private Client Wealth
New York
$184K -$3.76M -36,496 -95%
IFAM
1073
Institutional & Family Asset Management
Colorado
$183K +$30.9K +300 +20%
PMFA
1074
Plante Moran Financial Advisors
Michigan
$177K – – –
SBSB
1075
Sullivan, Bruyette, Speros & Blaney
Virginia
$176K -$44.3K -430 -20%
41 42
43
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