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Fiserv
FI

Overview Fund Activity

1,326 hedge funds and large institutions have $73.5B invested in Fiserv in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 579 increasing their positions, 433 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
+36
Holders Change %
+2.79%
% of All Funds
23.35%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.43%
New
151
Increased
579
Reduced
433
Closed
107
Calls
$653M
Puts
$434M
Net Calls
+$219M
Net Calls Change
-$564M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$958M
2
Harris Associates
Harris Associates
Illinois
+$841M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$462M
4
CWG
C WorldWide Group
Denmark
+$387M
5
Barclays
Barclays
United Kingdom
+$198M

Top Sellers

1
MCM
Melvin Capital Management
New York
-$990M
2
DZ Bank
DZ Bank
Germany
-$362M
3
MC
Maplelane Capital
New York
-$261M
4
Citadel Advisors
Citadel Advisors
Florida
-$195M
5
Goldman Sachs
Goldman Sachs
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
426
Pacer Advisors
Pennsylvania
$6.54M -$208K -1,749 -3%
BCM
427
BTC Capital Management
Iowa
$6.53M +$446K +3,746 +7%
BIA
428
Barry Investment Advisors
Massachusetts
$6.5M +$6.5M +54,637 New
NB
429
Norinchukin Bank
Japan
$6.48M +$517K +4,343 +9%
MA
430
MUFG Americas
New York
$6.46M +$484K +4,063 +8%
UCFA
431
United Capital Financial Advisors
Texas
$6.43M +$11.8K +99 +0.2%
FFA
432
First Foundation Advisors
California
$6.41M +$646K +5,424 +11%
UF
433
Univest Financial
Pennsylvania
$6.33M +$2.19M +18,411 +53%
CRB
434
Chad R. Baker
$6.32M – – –
AP
435
Appleton Partners
Massachusetts
$6.31M +$185K +1,558 +3%
CCM
436
Carderock Capital Management
Maryland
$6.3M -$49.8K -418 -0.8%
AC
437
Addenda Capital
Quebec, Canada
$6.29M – – –
SFI
438
Siemens Fonds Invest
Germany
$6.15M -$938K -7,879 -13%
DDC
439
DF Dent & Co
Maryland
$6.06M -$180K -1,512 -3%
WC
440
Woodstock Corp
Massachusetts
$6.06M +$64.2K +539 +1%
SAM
441
Securian Asset Management
Minnesota
$5.97M -$191K -1,601 -3%
AI
442
Atria Investments
North Carolina
$5.96M +$574K +4,824 +11%
OC
443
Oarsman Capital
Wisconsin
$5.92M -$252K -2,115 -4%
LOPW
444
Live Oak Private Wealth
North Carolina
$5.92M +$5.92M +49,714 New
MLIC
445
Mandatum Life Insurance Company
Finland
$5.84M – – –
SCM
446
Stanley Capital Management
Texas
$5.78M – – –
MIP
447
Marietta Investment Partners
Wisconsin
$5.78M +$952 +8 +0%
MAA
448
Matrix Asset Advisors
New York
$5.77M +$3.14M +26,379 +120%
Squarepoint
449
Squarepoint
New York
$5.75M +$264K +2,217 +5%
CA
450
Cornerstone Advisors
North Carolina
$5.71M – – –
16 17
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