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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 %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$440M +$5.72M +52,678 +1%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$440M +$6.94M +63,981 +2%
Legal & General Group
28
Legal & General Group
United Kingdom
$410M +$22.9M +211,237 +6%
ACM
29
Atlanta Capital Management
Georgia
$360M -$11.2M -103,084 -3%
Wells Fargo
30
Wells Fargo
California
$355M +$16.6M +153,060 +5%
PAI
31
Pittenger & Anderson Inc
Nebraska
$338M -$642K -5,915 -0.2%
LWCFA
32
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$337M +$5.19M +47,816 +2%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$325M +$6.99M +64,603 +2%
Bank of America
34
Bank of America
North Carolina
$321M -$129M -1,188,823 -29%
FPP
35
Findlay Park Partners
United Kingdom
$311M -$303M -2,796,722 -49%
Charles Schwab
36
Charles Schwab
California
$307M -$259K -2,389 -0.1%
CWG
37
C WorldWide Group
Denmark
$299M -$3.8M -35,002 -1%
Macquarie Group
38
Macquarie Group
Australia
$290M -$8.83M -81,346 -3%
PAMS
39
Pictet Asset Management (Switzerland)
Switzerland
$278M +$278M +2,565,471 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$266M -$139M -1,277,907 -34%
KCM
41
Kensico Capital Management
Connecticut
$264M +$5.26M +48,500 +2%
Barclays
42
Barclays
United Kingdom
$258M -$12.7M -116,927 -5%
UBS AM
43
UBS AM
Illinois
$258M +$6.57M +60,549 +3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$257M -$9.11M -84,000 -3%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$254M -$55.3K -510 -0%
Franklin Resources
46
Franklin Resources
California
$244M +$229M +2,112,402 +1,519%
JFL
47
Jarislowsky, Fraser Ltd
Quebec, Canada
$243M +$14.3M +131,624 +6%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$230M +$3.95M +36,414 +2%
MPI
49
Mairs & Power Inc
Minnesota
$227M -$294K -2,708 -0.1%
Morgan Stanley
50
Morgan Stanley
New York
$217M -$28.3M -260,989 -12%
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