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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 %
TAM
451
Tocqueville Asset Management
New York
$5.37M -$549K -5,134 -9%
UF
452
Univest Financial
Pennsylvania
$5.36M -$324K -3,033 -6%
OC
453
Oarsman Capital
Wisconsin
$5.35M +$36.9K +345 +0.7%
SCM
454
Stanley Capital Management
Texas
$5.3M +$107K +1,000 +2%
PI
455
PineBridge Investments
New York
$5.25M -$3.48M -32,565 -40%
MLIC
456
Mandatum Life Insurance Company
Finland
$5.25M – – –
SCA
457
Snowden Capital Advisors
New York
$5.2M +$1.96M +18,366 +61%
RSVP
458
Ramsay Stattman Vela & Price
Colorado
$5.13M +$5.13M +48,025 New
MKC
459
M. Kraus & Co
Vermont
$5.13M +$5.13M +47,967 New
BEAM
460
Baker Ellis Asset Management
Washington
$5.11M +$143K +1,335 +3%
TRCT
461
Tower Research Capital (TRC)
New York
$5.08M -$3.75M -35,041 -42%
EWM
462
Executive Wealth Management
Michigan
$5.08M +$373K +3,487 +8%
GT
463
Glenview Trust
Kentucky
$5.06M -$12.7M -118,523 -71%
KOCAA
464
Knights of Columbus Asset Advisors
Connecticut
$5.06M +$93.9K +878 +2%
FNBOMD
465
First National Bank of Mount Dora
Florida
$5.04M +$272K +2,549 +6%
LRPA
466
L. Roy Papp & Associates
Arizona
$5.02M +$1.06M +9,882 +27%
MCWS
467
McKinley Carter Wealth Services
West Virginia
$4.97M +$395K +3,699 +9%
AI
468
Aperture Investors
New York
$4.95M +$1.05M +9,805 +27%
AIMCA
469
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.95M +$2.9M +27,100 +141%
CA
470
Cornerstone Advisors
North Carolina
$4.92M -$214K -2,000 -4%
MSRPS
471
Maryland State Retirement & Pension System
Maryland
$4.91M +$130K +1,194 +3%
NME
472
Notis-McConarty Edward
$4.9M -$31.5K -295 -0.6%
SAM
473
Smithbridge Asset Management
Pennsylvania
$4.9M +$116K +1,085 +2%
EAM
474
Eagle Asset Management
Florida
$4.89M +$87.1K +815 +2%
WHG
475
Westwood Holdings Group
Texas
$4.89M -$61.3M -573,727 -93%
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