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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 %
CCM
401
Campbell Capital Management
Florida
$6.65M +$1.88M +17,285 +39%
Bank of Nova Scotia
402
Bank of Nova Scotia
Ontario, Canada
$6.64M +$4.9M +45,249 +282%
LCM
403
Liberty Capital Management
Michigan
$6.63M +$1.3K +12 +0%
HPC
404
HM Payson & Co
Maine
$6.63M -$78.3K -722 -1%
SGI
405
Summit Global Investments
Utah
$6.53M +$127K +1,168 +2%
NB
406
Norinchukin Bank
Japan
$6.51M +$335K +3,087 +5%
SAM
407
Sycomore Asset Management
France
$6.49M +$433K +3,960 +7%
GL
408
Graypoint LLC
New York
$6.48M -$57.1K -526 -0.9%
CWM
409
CIBC World Markets
New York
$6.48M -$4.27M -39,377 -40%
FFA
410
First Foundation Advisors
California
$6.47M +$427K +3,938 +7%
BF
411
BOK Financial
Oklahoma
$6.42M +$6.42M +59,191 New
CAM
412
Cozad Asset Management
Illinois
$6.42M -$2.17K -20 -0%
Millennium Management
413
Millennium Management
New York
$6.36M -$27.1M -250,227 -81%
PCM
414
Prelude Capital Management
New York
$6.35M -$820K -7,560 -11%
HIMCH
415
Hartford Investment Management Co (HIMCO)
Connecticut
$6.35M -$767K -7,066 -11%
LOPW
416
Live Oak Private Wealth
North Carolina
$6.32M +$285K +2,629 +5%
RMCM
417
Reynders McVeigh Capital Management
Massachusetts
$6.29M -$721K -6,641 -10%
KAS
418
Kestra Advisory Services
Texas
$6.28M +$3.06M +28,179 +95%
RC
419
RegentAtlantic Capital
New Jersey
$6.15M -$67.8K -625 -1%
GT
420
Glenmede Trust
Pennsylvania
$6.12M +$2.86M +26,341 +87%
PSUF
421
People's United Financial
Connecticut
$6.08M -$1.03M -9,490 -14%
BCM
422
BTC Capital Management
Iowa
$6.06M +$75.8K +698 +1%
FM
423
Freemont Management
Switzerland
$6.05M +$21.7K +200 +0.4%
GAM
424
Gotham Asset Management
New York
$6.03M -$69K -636 -1%
RSVP
425
Ramsay Stattman Vela & Price
Colorado
$5.99M +$778K +7,167 +15%
15 16
17
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