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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 %
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$8.95M +$919K +8,601 +11%
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$8.95M -$385K -3,598 -4%
PWLP
353
Prio Wealth Limited Partnership
Massachusetts
$8.9M -$503K -4,702 -5%
MAA
354
Matrix Asset Advisors
New York
$8.87M +$3.7M +34,573 +71%
TC
355
TwinBeech Capital
New York
$8.86M +$8.86M +82,858 New
CCM
356
Cinctive Capital Management
New York
$8.8M +$8.8M +82,307 New
MGWM
357
Marks Group Wealth Management
Minnesota
$8.77M +$625K +5,842 +8%
FG
358
Fiduciary Group
Georgia
$8.74M +$8.74M +80,374 New
BRC
359
Bishop Rock Capital
New York
$8.72M +$363K +3,392 +4%
FHA
360
First Horizon Advisors
Tennessee
$8.65M +$212K +1,984 +3%
AWCI
361
Alpine Woods Capital Investors
New York
$8.57M -$8.02K -75 -0.1%
RIA
362
RPG Investment Advisory
California
$8.45M +$2.37M +22,141 +39%
AC
363
Addenda Capital
Quebec, Canada
$8.43M +$2.53M +23,626 +43%
MJP
364
Michael J. Puzo
$8.39M -$209K -1,952 -2%
BCB
365
Brian C. Broderick
$8.35M +$46K +430 +0.6%
GECH
366
Garnet Equity Capital Holdings
New York
$8.33M +$107K +1,000 +1%
Teacher Retirement System of Texas
367
Teacher Retirement System of Texas
Texas
$8.32M +$1.5M +14,068 +22%
II
368
IFM Investors
Australia
$8.31M +$1.72M +16,116 +26%
MOACM
369
Mutual of America Capital Management
New York
$8.31M +$375K +3,506 +5%
EGM
370
Engineers Gate Manager
New York
$8.27M +$8.27M +77,322 New
SIC
371
Salem Investment Counselors
North Carolina
$8.26M +$450K +4,210 +6%
DA
372
Duality Advisers
Florida
$8.25M +$8.25M +77,178 New
AWM
373
AE Wealth Management
Kansas
$8.05M +$1.14M +10,653 +16%
Canada Pension Plan Investment Board
374
Canada Pension Plan Investment Board
Ontario, Canada
$8.01M -$39.4M -368,181 -83%
Janney Montgomery Scott
375
Janney Montgomery Scott
Pennsylvania
$7.98M -$3.34M -31,241 -30%
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