FI icon

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 %
SGI
426
Summit Global Investments
Utah
$6.31M +$422K +3,945 +7%
CWM
427
CMH Wealth Management
New Hampshire
$6.29M +$293K +2,738 +5%
AP
428
Appleton Partners
Massachusetts
$6.18M +$514K +4,811 +9%
DAM
429
Deltec Asset Management
New York
$6.14M +$1.07M +10,000 +21%
RC
430
RegentAtlantic Capital
New Jersey
$6.12M +$61.6K +576 +1%
NB
431
Norinchukin Bank
Japan
$6.09M +$269K +2,515 +5%
SAM
432
Sycomore Asset Management
France
$6.04M -$189K -1,738 -3%
HAIM
433
Hunter Associates Investment Management
Pennsylvania
$6.04M -$3.22M -30,162 -35%
GAM
434
Gotham Asset Management
New York
$6.01M +$2.46M +23,023 +69%
FFA
435
First Foundation Advisors
California
$5.95M +$198K +1,849 +3%
FM
436
Freemont Management
Switzerland
$5.94M – – –
LOPW
437
Live Oak Private Wealth
North Carolina
$5.94M +$629K +5,889 +12%
BCM
438
BTC Capital Management
Iowa
$5.89M +$23.4K +219 +0.4%
AI
439
Atria Investments
North Carolina
$5.84M +$484K +4,525 +9%
UCFA
440
United Capital Financial Advisors
Texas
$5.73M -$37.7K -353 -0.7%
Vontobel Holding
441
Vontobel Holding
Switzerland
$5.69M -$589K -5,526 -9%
Pacer Advisors
442
Pacer Advisors
Pennsylvania
$5.65M -$223K -2,082 -4%
FI
443
Fosun International
China
$5.64M +$4.34M +40,571 +333%
WC
444
Woodstock Corp
Massachusetts
$5.62M +$181K +1,695 +3%
SIC
445
SFE Investment Counsel
California
$5.6M +$2.37M +22,159 +73%
ANBT
446
American National Bank & Trust
Texas
$5.58M +$1.43M +13,377 +34%
TCCM
447
Timber Creek Capital Management
Massachusetts
$5.54M +$5.54M +51,810 New
SAM
448
Securian Asset Management
Minnesota
$5.51M +$153K +1,427 +3%
BIA
449
Barry Investment Advisors
Massachusetts
$5.38M -$459K -4,296 -8%
DDC
450
DF Dent & Co
Maryland
$5.37M -$70.6K -660 -1%
16 17
18
19 20