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Fiserv
FI

Overview Fund Activity

1,332 hedge funds and large institutions have $64.2B invested in Fiserv in 2021 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 566 increasing their positions, 428 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
23.25%
Holding in Top 10
66
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.52%
% of All Funds
1.15%
New
134
Increased
566
Reduced
428
Closed
112
Calls
$658M
Puts
$413M
Net Calls
+$245M
Net Calls Change
+$26.3M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$919M
2
VH
ValueAct Holdings
California
+$567M
3
Harris Associates
Harris Associates
Illinois
+$409M
4
Macquarie Group
Macquarie Group
Australia
+$261M
5
BlackRock
BlackRock
New York
+$231M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$2.46B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$840M
3
Bank of America
Bank of America
North Carolina
-$703M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$409M
5
CG
Carmignac Gestion
France
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
226
Morningstar Investment Services
Illinois
$21.5M +$669K +6,279 +3%
NPPM
227
North Point Portfolio Managers
Ohio
$21.5M -$124K -1,156 -0.6%
GH
228
GAM Holding
Switzerland
$21.4M -$4.3M -40,220 -17%
CHP
229
Castle Hook Partners
New York
$21.4M +$21.4M +200,000 New
CG
230
Colony Group
Massachusetts
$21.3M -$2.6M -24,289 -11%
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$21.2M +$2.99M +27,932 +16%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$21.2M +$1.79M +16,761 +9%
LIA
233
LS Investment Advisors
Michigan
$20.6M -$316K -2,953 -2%
Aviva
234
Aviva
United Kingdom
$20.4M -$29K -271 -0.1%
1SAMC
235
12th Street Asset Management Company
Tennessee
$20.3M -$1.08M -10,131 -5%
LCM
236
Logan Capital Management
Pennsylvania
$20.3M -$384K -3,589 -2%
ET
237
Equitable Trust
Tennessee
$20.2M -$260K -2,428 -1%
A
238
AustralianSuper
Australia
$20M +$2.88M +26,935 +17%
PC
239
Port Capital
Illinois
$19.9M +$19.9M +186,563 New
WDA
240
Wendell David Associates
New Hampshire
$19.9M +$125K +1,165 +0.6%
SG Americas Securities
241
SG Americas Securities
New York
$19.6M +$16.2M +151,818 +485%
RJFSA
242
Raymond James Financial Services Advisors
Florida
$19.6M +$438K +4,096 +2%
CTA
243
Chesley Taft & Associates
Illinois
$19.6M -$807K -7,552 -4%
MHIC
244
Marble Harbor Investment Counsel
Massachusetts
$19.4M +$208K +1,945 +1%
WGAM
245
Wilkinson Global Asset Management
New York
$19.1M -$148K -1,381 -0.8%
TFM
246
TPI Fund Managers
United Kingdom
$18.5M +$232K +2,170 +1%
VC
247
Vestor Capital
Illinois
$18.4M -$252K -2,358 -1%
DDPIC
248
Deroy & Devereaux Private Investment Counsel
Michigan
$18.3M -$32.1K -300 -0.2%
BIP
249
Brandes Investment Partners
California
$18.2M +$18.2M +170,296 New
KFS
250
Kurt F. Somerville
$18.2M +$144K +1,343 +0.8%
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