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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 %
PCA
526
Providence Capital Advisors
North Carolina
$3.69M +$3.68M +30,939 +42,382%
CS
527
Candriam SCA
Luxembourg
$3.68M – – –
PAG
528
Private Advisor Group
New Jersey
$3.66M +$2.19M +18,412 +149%
ITIM
529
Indiana Trust & Investment Management
Indiana
$3.64M -$255K -2,144 -7%
Mercer Global Advisors
530
Mercer Global Advisors
Colorado
$3.63M +$1.76M +14,801 +94%
TCOO
531
Trust Company of Oklahoma
Oklahoma
$3.62M -$143K -1,202 -4%
SIC
532
SFE Investment Counsel
California
$3.6M +$2.27M +19,062 +170%
SCA
533
Snowden Capital Advisors
New York
$3.6M +$3.6M +30,240 New
CBB
534
Citizens Business Bank
California
$3.57M -$229K -1,924 -6%
ACM
535
Alight Capital Management
New York
$3.57M -$3.57M -30,000 -50%
LJHT
536
Laurie J. Hall Trustee
$3.47M +$2.98K +25 +0.1%
BBI
537
Baxter Bros Inc
Connecticut
$3.46M +$967K +8,126 +39%
RE
538
RBC Europe
United Kingdom
$3.43M +$294K +2,470 +9%
PAMG
539
Patton Albertson Miller Group
Tennessee
$3.41M +$48.3K +406 +1%
SCM
540
Soros Capital Management
New York
$3.31M +$1M +8,404 +43%
Credit Agricole
541
Credit Agricole
France
$3.3M -$156K -1,310 -5%
GF
542
Gabelli Funds
New York
$3.25M – – –
LDB
543
Lee, Danner & Bass
Tennessee
$3.22M +$2.1M +17,619 +187%
AWM
544
Avior Wealth Management
Nebraska
$3.21M +$2.26K +19 +0.1%
KAS
545
Kestra Advisory Services
Texas
$3.21M -$2.09M -17,530 -39%
BS
546
Boenning & Scattergood
Pennsylvania
$3.17M +$511K +4,293 +19%
MJB
547
Mark J. Bradley
$3.16M +$127K +1,070 +4%
AP
548
Advisor Partners
California
$3.13M -$60.1K -505 -2%
SAM
549
Selway Asset Management
$3.12M +$3.12M +26,205 New
NMIMC
550
Northwestern Mutual Investment Management Company
Wisconsin
$3.11M -$649K -5,456 -17%
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