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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 %
AWCI
376
Alpine Woods Capital Investors
New York
$7.38M -$1.31M -12,100 -15%
AWM
377
AE Wealth Management
Kansas
$7.37M -$806K -7,428 -10%
MNBTD
378
Moody National Bank Trust Division
Texas
$7.36M -$8.03K -74 -0.1%
MRCM
379
M&R Capital Management
New Jersey
$7.34M +$7.02M +64,709 +2,196%
CVM
380
Cheviot Value Management
California
$7.33M +$223K +2,056 +3%
PA
381
Profund Advisors
Maryland
$7.32M +$534K +4,926 +8%
OAM
382
Optimal Asset Management
California
$7.29M +$9.55K +88 +0.1%
LCP
383
Legacy Capital Partners
Wisconsin
$7.25M +$290K +2,675 +4%
MA
384
MUFG Americas
New York
$7.23M +$613K +5,646 +9%
BBVA
385
Banco Bilbao Vizcaya Argentaria
Spain
$7.18M -$376K -3,469 -5%
CTA
386
Chesley Taft & Associates
Illinois
$7.1M -$12.7M -117,457 -64%
HFS
387
Hantz Financial Services
Michigan
$7.09M +$222K +2,044 +3%
CF
388
CNA Financial
Illinois
$7.05M -$271K -2,500 -4%
NAM
389
Nissay Asset Management
Japan
$7.04M +$232K +2,135 +3%
FBFS
390
First Business Financial Services
Wisconsin
$7.04M -$27.1K -250 -0.4%
ANI
391
American National Insurance
Texas
$7M -$5.97K -55 -0.1%
PKC
392
Palmer Knight Company
Florida
$6.99M +$452K +4,167 +7%
Kovitz Investment Group Partners
393
Kovitz Investment Group Partners
Illinois
$6.97M -$8.68K -80 -0.1%
ACP
394
Ashfield Capital Partners
California
$6.97M +$35.9K +331 +0.5%
SIC
395
SFE Investment Counsel
California
$6.85M +$1.17M +10,749 +21%
RMC
396
Resources Management Corp
Connecticut
$6.85M -$268K -2,474 -4%
CWM
397
CMH Wealth Management
New Hampshire
$6.79M +$406K +3,744 +6%
HBT
398
Hills Bank & Trust
Iowa
$6.76M -$138K -1,270 -2%
B
399
Bellecapital
Switzerland
$6.76M -$160K -1,473 -2%
IG
400
ING Group
Netherlands
$6.76M +$173K +1,593 +3%
14 15
16
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