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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 %
PCM
276
Palisade Capital Management
New Jersey
$14.7M -$963K -8,876 -6%
MIM
277
MetLife Investment Management
New Jersey
$14.6M -$377K -3,477 -3%
AII
278
AGF Investments Inc
Ontario, Canada
$14.6M +$7.67M +70,697 +111%
CL
279
Choreo LLC
Illinois
$14.5M -$13.7K -126 -0.1%
Handelsbanken Fonder
280
Handelsbanken Fonder
Sweden
$14.2M – – –
Russell Investments Group
281
Russell Investments Group
United Kingdom
$14.2M -$529K -4,870 -4%
BST
282
Bath Savings Trust
Maine
$14.1M +$378K +3,482 +3%
M&T Bank
283
M&T Bank
New York
$14M +$591K +5,446 +4%
GEM
284
Global Endowment Management
North Carolina
$13.9M +$3.28M +30,274 +31%
Voloridge Investment Management
285
Voloridge Investment Management
Florida
$13.8M -$18.7M -172,699 -58%
TFA
286
Toth Financial Advisory
Virginia
$13.7M +$263K +2,423 +2%
WBC
287
Westpac Banking Corp
Australia
$13.7M -$3.13M -28,873 -19%
BAM
288
Bell Asset Management
Australia
$13.7M +$2.57M +23,693 +23%
MCM
289
McRae Capital Management
New Jersey
$13.6M +$244K +2,245 +2%
IMPI
290
Ilmarinen Mutual Pension Insurance
Finland
$13.6M +$2.71M +25,000 +25%
1832 Asset Management
291
1832 Asset Management
Ontario, Canada
$13.4M +$486K +4,363 +4%
Osaic Holdings
292
Osaic Holdings
Arizona
$13.4M +$70.8K +652 +0.5%
CIA
293
CCM Investment Advisers
South Carolina
$13.2M -$479K -4,414 -4%
DWT
294
Dorsey & Whitney Trust
South Dakota
$13.1M -$109K -1,005 -0.8%
PAS
295
Professional Advisory Services
Florida
$13M +$105K +970 +0.8%
BPIM
296
Brant Point Investment Management
New York
$12.9M +$41.2K +380 +0.3%
KLWA
297
Kelly Lawrence W & Associates
California
$12.9M +$6.51K +60 +0.1%
EW
298
Evoke Wealth
California
$12.9M +$1M +9,262 +8%
GIA
299
Guyasuta Investment Advisors
Pennsylvania
$12.7M +$323K +2,975 +3%
CIA
300
Covington Investment Advisors
Pennsylvania
$12.7M +$185K +1,707 +1%
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