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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 %
PCM
1126
Prelude Capital Management
New York
$35K +$35K +342 New
PWMG
1127
Prestige Wealth Management Group
New Jersey
$32K -$204 -2 -0.6%
VCM
1128
Versant Capital Management
Arizona
$32K +$709 +7 +2%
AA
1129
Ancora Advisors
Ohio
$31K +$31K +300 New
SC
1130
Steph & Co
Wisconsin
$30K – – –
CFN
1131
Cordasco Financial Network
Florida
$29K – – –
Loomis, Sayles & Company
1132
Loomis, Sayles & Company
Massachusetts
$29K +$29K +285 New
SIS
1133
Sound Income Strategies
Florida
$28K +$205 +2 +0.7%
WLPWM
1134
Walled Lake Planning & Wealth Management
Illinois
$25K – – –
EARNEST Partners
1135
EARNEST Partners
Georgia
$25K – – –
SL
1136
Savior LLC
Massachusetts
$24K – – –
M
1137
MOTCO
Texas
$23K – – –
ME
1138
McIlrath & Eck
Washington
$21K – – –
HFRG
1139
Houlihan Financial Resource Group
Virginia
$21K +$21K +200 New
PFWA
1140
Paces Ferry Wealth Advisors
Georgia
$21K +$21K +200 New
PFS
1141
Prospera Financial Services
Texas
$21K +$21K +207 New
AWM
1142
AllSquare Wealth Management
New York
$19K – – –
EW
1143
Evoke Wealth
California
$16K – – –
HCP
1144
Hexagon Capital Partners
Arkansas
$16K +$16K +172 New
SIM
1145
Sonora Investment Management
Arizona
$15K +$2.9K +29 +24%
CMA
1146
Cedar Mountain Advisors
Oregon
$14K – – –
PW
1147
Price Wealth
Texas
$14K +$14K +133 New
LWA
1148
Lenox Wealth Advisors
New York
$13K -$4.2K -42 -24%
SFSIG
1149
San Francisco Sentry Investment Group
California
$13K +$746 +7 +6%
TWA
1150
TCI Wealth Advisors
Arizona
$12K – – –
44 45
46
47 48