FI icon

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 %
SIAS
1301
Shine Investment Advisory Services
Colorado
– -$32K -324 Closed
VEA
1302
Virtus ETF Advisers
New York
– -$31K -322 Closed
RG
1303
Retirement Group
California
– -$25K -260 Closed
BBA
1304
Braun-Bostich & Associates
Pennsylvania
– -$22K -223 Closed
BL
1305
Balentine LLC
Georgia
– -$14K -145 Closed
SFG
1306
Sowa Financial Group
Rhode Island
– -$8K -79 Closed
NG
1307
NWK Group
California
– -$8K -78 Closed
AS
1308
Altshuler Shaham
Israel
– -$6K -57 Closed
RDWM
1309
Red Door Wealth Management
Tennessee
– -$5K -55 Closed
DAM
1310
Delta Asset Management
Tennessee
– -$5K -54 Closed
HMS
1311
Hanseatic Management Services
New Mexico
– -$5K -52 Closed
CA
1312
Centerpoint Advisors
Massachusetts
– -$5K -47 Closed
CH
1313
Canton Hathaway
Rhode Island
– -$4K -45 Closed
HGWM
1314
Harvest Group Wealth Management
Massachusetts
– -$3K -40 Closed
TC
1315
Truvestments Capital
Florida
– -$3K -32 Closed
FANJ
1316
Financial Architects (New Jersey)
New Jersey
– -$2K -24 Closed
MIFH
1317
Migdal Insurance & Financial Holdings
Israel
– -$1K -15 Closed
TAIM
1318
TD Ameritrade Investment Management
Nebraska
– -$1K -12 Closed
PA
1319
Procyon Advisors
Connecticut
– -$1K -8 Closed
PCTC
1320
Perkins Coie Trust Company
Washington
– -$1K -6 Closed
49 50 51 52
53