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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 %
HWA
1151
HHM Wealth Advisors
Tennessee
$11K – – –
MF
1152
Manchester Financial
California
$11K – – –
BFC
1153
Bedel Financial Consulting
Indiana
$11K – – –
CA
1154
Crewe Advisors
Utah
$11K +$4.34K +43 +65%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1155
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K -$80.8K -784 -89%
TC
1156
Trust Company
Kansas
$10K – – –
BAMG
1157
Brand Asset Management Group
Missouri
$10K – – –
BWA
1158
Burt Wealth Advisors
Maryland
$10K +$495 +5 +5%
WPA
1159
West Paces Advisors
Georgia
$9.28K – – –
TF
1160
Tompkins Financial
New York
$9K -$48.9K -467 -84%
TVWM
1161
Tower View Wealth Management
Wisconsin
$9K – – –
ED
1162
Exane Derivatives
France
$7.63K – – –
PCG
1163
Private Capital Group
Connecticut
$7K – – –
LFG
1164
Larson Financial Group
Missouri
$7K +$2.4K +24 +52%
TFGT
1165
TS Financial Group (TSFG)
Illinois
$6K – – –
JWM
1166
Janiczek Wealth Management
Colorado
$6K +$3.24K +34 +117%
APC
1167
Aspire Private Capital
North Carolina
$6K +$6K +60 New
EWA
1168
Evolution Wealth Advisors
Florida
$5K – – –
TIM
1169
Tortoise Investment Management
New York
$5K – – –
WCG
1170
Weaver Consulting Group
California
$5K – – –
TFM
1171
TFC Financial Management
Massachusetts
$5K +$5K +51 New
VFA
1172
Valeo Financial Advisors
Indiana
$4K -$11.8K -106 -75%
HI
1173
Hudock Inc
Pennsylvania
$4K – – –
FFC
1174
First Financial Corp
Indiana
$4K – – –
MRCM
1175
M&R Capital Management
New Jersey
$4K +$4K +47 New
45 46
47
48 49