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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 %
OIA
1101
Optimum Investment Advisors
Illinois
$67K -$5.15K -50 -7%
PO
1102
Private Ocean
California
$66K – – –
M
1103
Mirova
France
$65K +$50.4K +485 +344%
FPB
1104
First PREMIER Bank
South Dakota
$62K – – –
AWA
1105
Arkadios Wealth Advisors
Georgia
$61K -$49.6K -490 -45%
LWANC
1106
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K – – –
PFBT
1107
Parkside Financial Bank & Trust
Missouri
$59K -$2.18K -21 -4%
IRC
1108
Investors Research Corp
Georgia
$58K – – –
NFG
1109
Next Financial Group
Texas
$56K -$390K -3,767 -87%
TFO
1110
Tarbox Family Office
California
$56K -$414 -4 -0.7%
CHAM
1111
Clear Harbor Asset Management
Connecticut
$55.6K +$55.6K +540 New
CFGS
1112
Concourse Financial Group Securities
Alabama
$50K -$1.11M -10,858 -96%
CRCP
1113
Copper Rock Capital Partners
Massachusetts
$49K -$11.2M -107,321 -100%
CCA
1114
Column Capital Advisors
Indiana
$48K -$1.25M -12,019 -96%
GAM
1115
Gemmer Asset Management
California
$48K +$411 +4 +0.9%
NIC
1116
Northwest Investment Counselors
Oregon
$47K +$47K +457 New
MG
1117
MilWealth Group
Wisconsin
$46.6K – – –
GWS
1118
Glassman Wealth Services
Virginia
$46K -$4K -39 -8%
FMP
1119
Financial Management Professionals
Texas
$46K – – –
IWP
1120
IAG Wealth Partners
Wisconsin
$42K – – –
WEC
1121
Winslow Evans & Crocker
Massachusetts
$41K +$10.4K +100 +34%
RFA
1122
Reilly Financial Advisors
California
$40K – – –
ADL
1123
Asset Dedication LLC
California
$39K +$2.6K +25 +7%
CI
1124
CX Institutional
Indiana
$39K +$12.3K +119 +46%
SLF
1125
Sun Life Financial
Ontario, Canada
$35K -$418 -4 -1%
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45
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