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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 %
ZIM
476
Zacks Investment Management
Illinois
$4.66M +$69.5K +641 +2%
GIM
477
Grassi Investment Management
California
$4.57M +$608K +5,600 +15%
PI
478
Putnam Investments
Massachusetts
$4.57M -$2.56M -23,596 -36%
EMPI
479
Elo Mutual Pension Insurance
Finland
$4.57M – – –
SMDAM
480
Sumitomo Mitsui DS Asset Management
Japan
$4.54M -$26.9K -248 -0.6%
CIBC World Market
481
CIBC World Market
Ontario, Canada
$4.53M +$656K +6,049 +17%
JC
482
Jacobs & Co
California
$4.5M +$683K +6,297 +18%
CRC
483
Curi RMB Capital
Illinois
$4.44M +$33.7K +311 +0.8%
MCM
484
Maytus Capital Management
New York
$4.43M +$90.5K +834 +2%
WHG
485
Westwood Holdings Group
Texas
$4.42M -$538K -4,957 -11%
CCM
486
Carderock Capital Management
Maryland
$4.36M -$507K -4,672 -10%
ANTB
487
AMG National Trust Bank
Colorado
$4.36M +$462K +4,258 +12%
CM
488
Caption Management
Oklahoma
$4.34M +$4.34M +40,000 New
TF
489
Threadgill Financial
Texas
$4.29M +$4.29M +39,569 New
NMERB
490
New Mexico Educational Retirement Board
New Mexico
$4.23M -$75.9K -700 -2%
CCM
491
Cox Capital Management
Massachusetts
$4.18M +$156K +1,442 +4%
ACI
492
Alpha Cubed Investments
California
$4.18M +$3.61M +33,290 +640%
AHC
493
Anderson Hoagland & Co
Missouri
$4.16M +$2.28M +21,030 +122%
SC
494
SouthState Corp
Florida
$4.09M -$35.7K -329 -0.9%
SAM
495
Selway Asset Management
$4.06M +$43.4K +400 +1%
DC
496
Davenport & Co
Virginia
$4.04M +$2.75M +25,380 +215%
MIP
497
Marietta Investment Partners
Wisconsin
$4.02M -$336K -3,100 -8%
KTM
498
Keeler Thomas Management
Utah
$4.01M +$242K +2,229 +6%
CBB
499
Citizens Business Bank
California
$4.01M +$45.1K +416 +1%
Schroder Investment Management Group
500
Schroder Investment Management Group
United Kingdom
$3.98M +$294K +2,714 +8%
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