FI icon

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 %
CA
326
Cullinan Associates
Kentucky
$10.2M -$99.5K -917 -1%
AC
327
Addenda Capital
Quebec, Canada
$10.1M +$1.55M +14,258 +18%
MAA
328
Matrix Asset Advisors
New York
$10.1M +$1.05M +9,710 +12%
WSTAM
329
Wilbanks Smith & Thomas Asset Management
Virginia
$10.1M +$416K +3,836 +4%
Daiwa Securities Group
330
Daiwa Securities Group
Japan
$10.1M +$638K +5,882 +7%
B
331
Bailard
California
$10M +$401K +3,700 +4%
ARMC
332
American Research & Management Company
Massachusetts
$10M -$46.1K -425 -0.5%
TPSF
333
Texas Permanent School Fund
Texas
$9.99M -$749K -6,899 -7%
SOADOR
334
State of Alaska Department of Revenue
Alaska
$9.93M -$97.2K -896 -1%
BG
335
Bahl & Gaynor
Ohio
$9.93M – – –
MSL
336
Mackay Shields LLC
New York
$9.89M -$230K -2,116 -2%
ROC
337
Robertson Opportunity Capital
Texas
$9.88M – – –
Creative Planning
338
Creative Planning
Kansas
$9.77M -$213K -1,960 -2%
FHA
339
First Horizon Advisors
Tennessee
$9.73M +$948K +8,739 +11%
SWK
340
Stephen W. Kidder
$9.36M -$50K -461 -0.5%
FI
341
Fosun International
China
$9.34M +$3.61M +33,314 +63%
PAIM
342
Punch & Associates Investment Management
Minnesota
$9.23M +$31.5K +290 +0.3%
Parallax Volatility Advisers
343
Parallax Volatility Advisers
California
$9.16M +$9.16M +84,454 New
DT
344
Diversified Trust
Tennessee
$9.15M +$1.73M +15,908 +23%
RGI
345
River Global Investors
United Kingdom
$9.08M -$2.49M -22,983 -22%
MGWM
346
Marks Group Wealth Management
Minnesota
$9.08M +$174K +1,599 +2%
PWLP
347
Prio Wealth Limited Partnership
Massachusetts
$8.97M -$68.4K -630 -0.8%
SRC
348
Stone Run Capital
New York
$8.91M +$2.06M +18,960 +30%
TC
349
TwinBeech Capital
New York
$8.88M -$115K -1,059 -1%
FG
350
Fiduciary Group
Georgia
$8.86M +$32K +291 +0.4%
12 13
14
15 16