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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 %
TFS
1176
TrustCore Financial Services
Tennessee
$3K -$12.1K -101 -80%
GFPC
1177
Global Financial Private Client
Florida
$2.5K – – –
GEA
1178
Glen Eagle Advisors
New Jersey
$2.47K -$412 -4 -14%
NIM
1179
NuWave Investment Management
New Jersey
$2K -$64.2K -706 -97%
RA
1180
Rational Advisors
New York
$2K -$64.2K -706 -97%
FBT
1181
First Bank & Trust
South Dakota
$2K – – –
CFD
1182
Creative Financial Designs
Indiana
$2K – – –
ONST
1183
Old North State Trust
North Carolina
$2K +$2K +19 New
FFA
1184
Founders Financial Alliance
North Carolina
$2K +$2K +20 New
TFA
1185
Transamerica Financial Advisors
Florida
$1K -$3.6K -36 -78%
UFF
1186
USA Financial Formulas
Michigan
$1K – – –
CWC
1187
Carolinas Wealth Consulting
North Carolina
$1K – – –
NFSG
1188
Newbridge Financial Services Group
Florida
$1K +$1K +10 New
BCH
1189
Berkshire Capital Holdings
California
$1K +$1K +10 New
AI
1190
AdvisorShares Investments
Maryland
$695 -$958 -9,300 -58%
CPA
1191
Clear Perspective Advisors
Illinois
$529 -$6 -42 -1%
Koshinski Asset Management
1192
Koshinski Asset Management
Illinois
$483 -$31 -286 -6%
SXL
1193
Summit X LLC
Missouri
$206 +$206 +99 New
WIM
1194
Westside Investment Management
California
$43 – – –
FCA
1195
FinTrust Capital Advisors
South Carolina
$41 – – –
Capital International Investors
1196
Capital International Investors
California
– -$241M -2,464,097 Closed
Winslow Capital Management
1197
Winslow Capital Management
Minnesota
– -$221M -2,263,945 Closed
JCM
1198
Junto Capital Management
New York
– -$113M -1,153,412 Closed
ASC
1199
Atalanta Sosnoff Capital
New York
– -$60.7M -621,557 Closed
WCM
1200
Wedge Capital Management
North Carolina
– -$48.8M -500,084 Closed
46 47
48
49 50