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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 %
BBI
451
Baxter Bros Inc
Connecticut
$5.22M +$1.22M +11,230 +30%
TAM
452
Tocqueville Asset Management
New York
$5.22M -$229K -2,113 -4%
BIA
453
Barry Investment Advisors
Massachusetts
$5.21M -$250K -2,308 -5%
DDC
454
DF Dent & Co
Maryland
$5.19M -$260K -2,400 -5%
KOCAA
455
Knights of Columbus Asset Advisors
Connecticut
$5.18M +$47.5K +438 +0.9%
NME
456
Notis-McConarty Edward
$5.18M +$205K +1,890 +4%
MCWS
457
McKinley Carter Wealth Services
West Virginia
$5.17M +$132K +1,212 +3%
CS
458
Candriam SCA
Luxembourg
$5.17M +$231K +2,126 +5%
EWM
459
Executive Wealth Management
Michigan
$5.15M -$8.25K -76 -0.2%
MKC
460
M. Kraus & Co
Vermont
$5.1M -$107K -990 -2%
MS
461
Marshall & Sullivan
Washington
$5.06M +$184K +1,697 +4%
CA
462
Cornerstone Advisors
North Carolina
$4.99M – – –
MSRPS
463
Maryland State Retirement & Pension System
Maryland
$4.98M – – –
SAM
464
Smithbridge Asset Management
Pennsylvania
$4.94M -$27.8K -256 -0.6%
PFP
465
Pinnacle Financial Partners
Tennessee
$4.92M +$4.5M +41,468 +1,064%
PAG
466
Private Advisor Group
New Jersey
$4.87M +$1.22M +11,202 +33%
EAM
467
Eagle Asset Management
Florida
$4.86M -$98.2K -905 -2%
DAM
468
Deltec Asset Management
New York
$4.86M -$1.37M -12,606 -22%
BMM
469
Buffington Mohr McNeal
Idaho
$4.85M -$20.8K -192 -0.4%
NEI
470
Northwest & Ethical Investments
Ontario, Canada
$4.85M +$4.85M +44,676 New
ACM
471
Ayrshire Capital Management
Connecticut
$4.84M -$16.5K -152 -0.3%
PI
472
PEAK6 Investments
Illinois
$4.8M +$4.38M +40,388 +1,043%
BEAM
473
Baker Ellis Asset Management
Washington
$4.78M -$200K -1,920 -4%
TRSOTSOK
474
Teachers Retirement System of the State of Kentucky
Kentucky
$4.78M – – –
CG
475
Cutler Group
California
$4.67M +$3.17M +29,241 +212%
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