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Fiserv
FI

Overview Fund Activity

1,332 hedge funds and large institutions have $64.2B invested in Fiserv in 2021 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 566 increasing their positions, 428 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
23.25%
Holding in Top 10
66
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.52%
% of All Funds
1.15%
New
134
Increased
566
Reduced
428
Closed
112
Calls
$658M
Puts
$413M
Net Calls
+$245M
Net Calls Change
+$26.3M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$919M
2
VH
ValueAct Holdings
California
+$567M
3
Harris Associates
Harris Associates
Illinois
+$409M
4
Macquarie Group
Macquarie Group
Australia
+$261M
5
BlackRock
BlackRock
New York
+$231M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$2.46B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$840M
3
Bank of America
Bank of America
North Carolina
-$703M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$409M
5
CG
Carmignac Gestion
France
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
526
Bayesian Capital Management
New York
$3.62M +$877K +8,200 +32%
IA
527
IndexIQ Advisors
New York
$3.62M +$56K +524 +2%
PAG
528
Private Advisor Group
New Jersey
$3.6M +$315K +2,950 +10%
ABP
529
Arthur B. Page
$3.6M +$11.2K +105 +0.3%
FB
530
Fulton Bank
Pennsylvania
$3.6M +$198K +1,850 +6%
Twin Tree Management
531
Twin Tree Management
Texas
$3.55M -$5.61M -52,466 -61%
SI
532
Stephens Inc
Arkansas
$3.55M +$984K +9,210 +38%
OQS
533
Occudo Quantitative Strategies
Florida
$3.49M +$3.49M +32,602 New
BSA
534
Bull Street Advisors
Georgia
$3.46M – – –
AFWM
535
AMJ Financial Wealth Management
Virginia
$3.44M -$1.09M -10,216 -24%
SG
536
Stonnington Group
California
$3.44M -$412K -3,820 -11%
GWM
537
Geneos Wealth Management
Colorado
$3.42M -$229K -2,099 -6%
PCA
538
Providence Capital Advisors
North Carolina
$3.41M +$98.2K +919 +3%
Mercer Global Advisors
539
Mercer Global Advisors
Colorado
$3.41M +$147K +1,378 +5%
RE
540
RBC Europe
United Kingdom
$3.31M +$234K +2,192 +8%
MYIA
541
Mount Yale Investment Advisors
Colorado
$3.3M -$383K -3,578 -10%
TIA
542
Tandem Investment Advisors
South Carolina
$3.25M +$1.27M +11,885 +64%
TC
543
TownSquare Capital
Utah
$3.24M -$204K -1,875 -6%
Thrivent Financial for Lutherans
544
Thrivent Financial for Lutherans
Minnesota
$3.23M -$14.2M -133,011 -81%
ASN
545
Advisory Services Network
Georgia
$3.22M +$1.08M +10,120 +50%
GT
546
Glenmede Trust
Pennsylvania
$3.22M +$920K +8,610 +40%
AF
547
Ally Financial
Michigan
$3.21M +$641K +6,000 +25%
IP
548
Interval Partners
New York
$3.21M +$3.21M +30,000 New
BRWA
549
B. Riley Wealth Advisors
Florida
$3.19M +$638K +5,853 +25%
KAS
550
Kestra Advisory Services
Texas
$3.18M +$296K +2,773 +10%
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