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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 %
ONB
1276
Old National Bancorp
Indiana
– -$320K -3,272 Closed
PM
1277
Parametrica Management
Hong Kong
– -$310K -3,177 Closed
WS
1278
Wedbush Securities
California
– -$308K -3,158 Closed
F
1279
F3Logic
Minnesota
– -$308K -3,110 Closed
RCA
1280
Resonant Capital Advisors
Wisconsin
– -$300K -3,072 Closed
FCI
1281
Financial Counselors Inc
Kansas
– -$294K -3,011 Closed
WP
1282
WealthSource Partners
California
– -$278K -2,844 Closed
XM
1283
XTX Markets
New York
– -$277K -2,837 Closed
FRM
1284
Fox Run Management
Connecticut
– -$270K -2,765 Closed
AWA
1285
Arete Wealth Advisors
Illinois
– -$251K -2,572 Closed
MMA
1286
Miracle Mile Advisors
California
– -$238K -2,442 Closed
MYLI
1287
Meiji Yasuda Life Insurance
Japan
– -$233K -2,388 Closed
SMC
1288
Smith, Moore & Co
Missouri
– -$231K -2,365 Closed
II
1289
Inspire Investing
Idaho
– -$227K -2,326 Closed
NAS
1290
Nicolet Advisory Services
Wisconsin
– -$219K -2,242 Closed
MFG
1291
Magnus Financial Group
New York
– -$215K -2,198 Closed
CWP
1292
CFM Wealth Partners
Texas
– -$204K -2,097 Closed
HFM
1293
Harvest Fund Management
China
– -$152K -1,545 Closed
NIT
1294
NumerixS Investment Technologies
British Columbia, Canada
– -$148K -1,515 Closed
AIL
1295
AGF Investments LLC
Ontario, Canada
– -$93K -950 Closed
CWM
1296
Campbell Wealth Management
Virginia
– -$68K -700 Closed
AWM
1297
Apollon Wealth Management
South Carolina
– -$61K -622 Closed
KPW
1298
Kore Private Wealth
New York
– -$44K -451 Closed
AWM
1299
Avondale Wealth Management
Texas
– -$34K -350 Closed
BFIM
1300
Beese Fulmer Investment Management
Ohio
– -$34K -349 Closed
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