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Fiserv
FI

Overview Fund Activity

1,326 hedge funds and large institutions have $73.5B invested in Fiserv in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 579 increasing their positions, 433 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
+36
Holders Change %
+2.79%
% of All Funds
23.35%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.43%
New
151
Increased
579
Reduced
433
Closed
107
Calls
$653M
Puts
$434M
Net Calls
+$219M
Net Calls Change
-$564M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$958M
2
Harris Associates
Harris Associates
Illinois
+$841M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$462M
4
CWG
C WorldWide Group
Denmark
+$387M
5
Barclays
Barclays
United Kingdom
+$198M

Top Sellers

1
MCM
Melvin Capital Management
New York
-$990M
2
DZ Bank
DZ Bank
Germany
-$362M
3
MC
Maplelane Capital
New York
-$261M
4
Citadel Advisors
Citadel Advisors
Florida
-$195M
5
Goldman Sachs
Goldman Sachs
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
JLBC
501
J.L. Bainbridge & Co
Florida
$4.19M +$4.19M +35,158 New
BMSSC
502
B. Metzler seel. Sohn & Co
Germany
$4.15M -$11M -92,391 -73%
TCM
503
Teza Capital Management
Illinois
$4.11M +$3.46M +29,057 +529%
MYIA
504
Mount Yale Investment Advisors
Colorado
$4.1M +$57.9K +486 +1%
AIM
505
Anchor Investment Management
South Carolina
$4.06M +$244K +2,051 +6%
SG
506
Stonnington Group
California
$4.04M +$4.04M +35,752 New
CCT
507
Capital City Trust
Florida
$4.02M +$79.3K +666 +2%
GWM
508
Geneos Wealth Management
Colorado
$4.01M -$296K -2,461 -7%
JCM
509
Jag Capital Management
Missouri
$4M -$9.52K -80 -0.2%
ABP
510
Arthur B. Page
$4M +$55.5K +466 +1%
HWAM
511
Hennion & Walsh Asset Management
New Jersey
$3.99M +$3.99M +33,517 New
IA
512
IndexIQ Advisors
New York
$3.96M +$674K +5,663 +20%
GAM
513
Gotham Asset Management
New York
$3.95M -$1.82M -15,326 -32%
CGA
514
Crescent Grove Advisors
Illinois
$3.89M +$353K +2,964 +10%
PRC
515
Pearl River Capital
Michigan
$3.89M +$2.16M +18,126 +125%
DRS
516
Deane Retirement Strategies
Louisiana
$3.88M +$2.17M +17,750 +126%
AB
517
Amalgamated Bank
New York
$3.87M -$136K -1,139 -3%
BSA
518
Bull Street Advisors
Georgia
$3.86M -$23.2K -195 -0.6%
FB
519
Fulton Bank
Pennsylvania
$3.79M +$198K +1,665 +6%
TC
520
TownSquare Capital
Utah
$3.77M +$300K +2,521 +9%
KTM
521
Keeler Thomas Management
Utah
$3.77M +$3.77M +31,634 New
TSS
522
Thomas Story & Son
Indiana
$3.76M +$22.6K +190 +0.6%
Carson Wealth (CWM LLC)
523
Carson Wealth (CWM LLC)
Nebraska
$3.76M – – –
SG Americas Securities
524
SG Americas Securities
New York
$3.73M -$889K -7,471 -19%
CAS
525
Cascadia Advisory Services
Oregon
$3.7M +$3.7M +31,092 New
19 20
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