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Fiserv
FI

Overview Fund Activity

1,317 hedge funds and large institutions have $65B invested in Fiserv in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 540 increasing their positions, 444 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
23.13%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.16%
New
121
Increased
540
Reduced
444
Closed
122
Calls
$683M
Puts
$537M
Net Calls
+$145M
Net Calls Change
-$100M

Top Buyers

1
VH
ValueAct Holdings
California
+$518M
2
Harris Associates
Harris Associates
Illinois
+$453M
3
Dodge & Cox
Dodge & Cox
California
+$275M
4
Franklin Resources
Franklin Resources
California
+$229M
5
Parnassus Investments
Parnassus Investments
California
+$176M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$480M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$460M
3
FPP
Findlay Park Partners
United Kingdom
-$303M
4
Ameriprise
Ameriprise
Minnesota
-$249M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$17.2M +$329K +3,031 +2%
SOMRS
252
State of Michigan Retirement System
Michigan
$16.8M -$10.9K -100 -0.1%
KBC Group
253
KBC Group
Belgium
$16.8M -$16.4M -150,953 -49%
JLBC
254
J.L. Bainbridge & Co
Florida
$16.7M +$9.5M +87,567 +132%
FSCM
255
First Sabrepoint Capital Management
Texas
$16.6M +$5.11M +46,520 +44%
SFM
256
Stack Financial Management
Montana
$16.5M +$105K +968 +0.6%
NC
257
NZS Capital
Colorado
$16.4M +$9.76M +89,952 +148%
CC
258
Cornerstone Capital
California
$16.4M -$32K -295 -0.2%
Rafferty Asset Management
259
Rafferty Asset Management
New York
$16M +$2.21M +20,341 +16%
TFM
260
TPI Fund Managers
United Kingdom
$15.7M -$3.04M -28,043 -16%
OPERF
261
Oregon Public Employees Retirement Fund
Oregon
$15.4M +$689K +6,353 +5%
AFG
262
Albion Financial Group
Utah
$15.3M -$198K -1,823 -1%
DekaBank Deutsche Girozentrale
263
DekaBank Deutsche Girozentrale
Germany
$15.3M +$3.21M +28,944 +27%
LC
264
Loews Corp
New York
$15.2M – – –
BGC
265
Blue Grotto Capital
Georgia
$15.2M +$15.2M +140,000 New
UIM
266
USS Investment Management
United Kingdom
$15.1M -$56.8M -523,638 -79%
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1M +$905K +8,342 +6%
Skandinaviska Enskilda Banken (SEB)
268
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.1M +$1.51M +13,927 +11%
Calamos Advisors
269
Calamos Advisors
Illinois
$15M +$1.32M +12,167 +10%
GAI
270
General American Investors
New York
$14.9M +$2.44M +22,500 +20%
JPMPWA
271
J.P. Morgan Private Wealth Advisors
California
$14.8M +$838K +7,720 +6%
CGH
272
Crossmark Global Holdings
Texas
$14.7M -$78.1K -720 -0.5%
Wellington Management Group
273
Wellington Management Group
Massachusetts
$14.7M -$1.1M -10,112 -7%
Nomura Asset Management
274
Nomura Asset Management
Japan
$14.7M +$344K +3,166 +2%
DADC
275
D.A. Davidson & Co
Montana
$14.7M +$629K +5,797 +4%
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