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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 %
Bank of America
26
Bank of America
North Carolina
$444M -$703M -6,578,413 -61%
Fidelity International
27
Fidelity International
Bermuda
$433M +$228M +2,135,910 +111%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$428M +$3.66M +34,225 +0.9%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$426M +$84.3M +788,881 +25%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$399M -$107M -1,000,125 -21%
Legal & General Group
31
Legal & General Group
United Kingdom
$382M +$29M +271,432 +8%
ACM
32
Atlanta Capital Management
Georgia
$366M -$8.12M -75,993 -2%
PAI
33
Pittenger & Anderson Inc
Nebraska
$334M -$236K -2,211 -0.1%
Wells Fargo
34
Wells Fargo
California
$333M -$37.4M -350,129 -10%
LWCFA
35
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$327M -$610K -5,706 -0.2%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$313M +$4.49M +42,114 +1%
Charles Schwab
37
Charles Schwab
California
$303M +$14.3M +133,880 +5%
CWG
38
C WorldWide Group
Denmark
$298M -$51.9M -485,947 -15%
Macquarie Group
39
Macquarie Group
Australia
$294M +$261M +2,446,408 +793%
PAMU
40
Pictet Asset Management (UK)
United Kingdom
$275M -$40.9M -382,513 -13%
Barclays
41
Barclays
United Kingdom
$267M -$25.4M -237,759 -9%
Swiss National Bank
42
Swiss National Bank
Switzerland
$263M -$39.9M -373,000 -13%
KCM
43
Kensico Capital Management
Connecticut
$254M +$71.9M +672,700 +39%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$250M -$41.6M -389,522 -14%
UBS AM
45
UBS AM
Illinois
$248M -$2.75M -25,690 -1%
Morgan Stanley
46
Morgan Stanley
New York
$242M +$113M +1,055,095 +87%
JFL
47
Jarislowsky, Fraser Ltd
Quebec, Canada
$225M +$942K +8,815 +0.4%
MPI
48
Mairs & Power Inc
Minnesota
$224M +$5.33M +49,839 +2%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$222M -$2.18M -20,425 -1%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$215M +$62.2M +581,975 +41%
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