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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 %
GT
501
Glenview Trust
Kentucky
$3.96M -$1.18M -10,870 -23%
TIA
502
Tandem Investment Advisors
South Carolina
$3.94M +$639K +5,891 +19%
CFG
503
Citizens Financial Group
Rhode Island
$3.9M -$32.6K -300 -0.8%
WCM
504
Wisconsin Capital Management
Wisconsin
$3.9M -$10.9K -100 -0.3%
CGA
505
Crescent Grove Advisors
Illinois
$3.85M – – –
KRS
506
Kentucky Retirement Systems
Kentucky
$3.85M +$84.4K +778 +2%
NIM
507
Nicollet Investment Management
Minnesota
$3.85M -$1.09K -10 -0%
GIM
508
Goelzer Investment Management
Indiana
$3.84M -$175K -1,612 -4%
SAM
509
Security Asset Management
New York
$3.81M -$2.71K -25 -0.1%
DILIC
510
Dai-ichi Life Insurance Company
Japan
$3.78M -$121K -1,114 -3%
CCT
511
Capital City Trust
Florida
$3.77M +$36K +332 +1%
HWAM
512
Hennion & Walsh Asset Management
New Jersey
$3.76M -$93.7K -864 -2%
BRC
513
Bishop Rock Capital
New York
$3.73M -$5.12M -47,159 -58%
IA
514
IndexIQ Advisors
New York
$3.73M +$57.1K +526 +2%
X
515
Xponance
Pennsylvania
$3.73M -$296K -2,727 -7%
PCA
516
Providence Capital Advisors
North Carolina
$3.65M +$182K +1,682 +5%
BCM
517
Buckhead Capital Management
Georgia
$3.64M +$3.64M +33,538 New
JCM
518
Jag Capital Management
Missouri
$3.63M -$58.6K -540 -2%
SI
519
Stephens Inc
Arkansas
$3.63M +$25.5K +235 +0.7%
TC
520
TownSquare Capital
Utah
$3.61M +$373K +3,436 +12%
KS
521
Karpas Strategies
Connecticut
$3.61M +$3.61M +36,280 New
RE
522
RBC Europe
United Kingdom
$3.59M +$221K +2,041 +7%
GF
523
Gabelli Funds
New York
$3.58M +$619K +5,700 +21%
KP
524
Keel Point
Alabama
$3.58M +$3.58M +32,955 New
AC
525
Apogem Capital
New York
$3.57M +$913K +8,417 +34%
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