FI icon

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 %
OPERF
451
Oregon Public Employees Retirement Fund
Oregon
$5.68M +$473K +3,975 +9%
DAM
452
Deltec Asset Management
New York
$5.64M -$3.45M -29,000 -38%
SAM
453
Shell Asset Management
Netherlands
$5.56M -$5.78M -48,566 -51%
BEAM
454
Baker Ellis Asset Management
Washington
$5.53M +$5.53M +46,450 New
KOCAA
455
Knights of Columbus Asset Advisors
Connecticut
$5.53M +$266K +2,232 +5%
ROC
456
Running Oak Capital
Minnesota
$5.5M +$64.8K +544 +1%
NME
457
Notis-McConarty Edward
$5.49M +$325K +2,730 +6%
EAM
458
Eagle Asset Management
Florida
$5.49M +$5.29M +43,342 +2,741%
BMM
459
Buffington Mohr McNeal
Idaho
$5.35M -$76.8K -645 -1%
SAM
460
Smithbridge Asset Management
Pennsylvania
$5.32M +$676K +5,680 +15%
FNBOMD
461
First National Bank of Mount Dora
Florida
$5.32M +$2.51M +21,120 +90%
MS
462
Marshall & Sullivan
Washington
$5.28M +$4.68M +39,339 +789%
TRSOTSOK
463
Teachers Retirement System of the State of Kentucky
Kentucky
$5.25M -$268K -2,250 -5%
EWM
464
Executive Wealth Management
Michigan
$5.24M +$165K +1,390 +3%
MSRPS
465
Maryland State Retirement & Pension System
Maryland
$5.24M +$4.13M +34,688 +373%
ACM
466
Ayrshire Capital Management
Connecticut
$5.22M -$53.8K -452 -1%
MCWS
467
McKinley Carter Wealth Services
West Virginia
$5.09M +$47K +395 +0.9%
BCM
468
Barometer Capital Management
Ontario, Canada
$5.06M +$5.06M +42,500 New
AFWM
469
AMJ Financial Wealth Management
Virginia
$5.05M +$5.05M +42,432 New
HF
470
HRT Financial
New York
$5.04M +$5.04M +42,367 New
CC
471
Codex Capital
New York
$5.02M -$238K -2,000 -5%
X
472
Xponance
Pennsylvania
$5.02M +$66.5K +559 +1%
ZIM
473
Zacks Investment Management
Illinois
$4.91M +$113K +952 +2%
SMDAM
474
Sumitomo Mitsui DS Asset Management
Japan
$4.91M -$779K -6,541 -14%
EMPI
475
Elo Mutual Pension Insurance
Finland
$4.89M +$76.8K +645 +2%
17 18
19
20 21