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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 %
AP
526
Appleton Partners
Massachusetts
$3.56M -$2.71M -24,988 -43%
Mercer Global Advisors
527
Mercer Global Advisors
Colorado
$3.55M +$93.1K +858 +3%
GWM
528
Geneos Wealth Management
Colorado
$3.55M +$117K +1,064 +3%
AIM
529
Anchor Investment Management
South Carolina
$3.54M -$198K -1,823 -5%
ABP
530
Arthur B. Page
$3.53M -$121K -1,113 -3%
BSA
531
Bull Street Advisors
Georgia
$3.53M +$12.5K +115 +0.4%
BRWA
532
B. Riley Wealth Advisors
Florida
$3.48M +$308K +2,842 +10%
FB
533
Fulton Bank
Pennsylvania
$3.46M -$198K -1,821 -5%
SG
534
Stonnington Group
California
$3.45M – – –
BIM
535
Baldwin Investment Management
Pennsylvania
$3.36M -$677K -6,240 -17%
ASN
536
Advisory Services Network
Georgia
$3.34M +$69.2K +638 +2%
PAMP
537
Polar Asset Management Partners
Ontario, Canada
$3.34M -$24.5M -225,907 -88%
HVM
538
Harvest Volatility Management
Connecticut
$3.31M +$1.24M +11,384 +59%
D.E. Shaw & Co
539
D.E. Shaw & Co
New York
$3.29M +$3.29M +30,309 New
GWM
540
Graybill Wealth Management
Illinois
$3.29M +$3.29M +30,299 New
NL
541
NKCFO LLC
Illinois
$3.28M +$3.28M +30,200 New
MML Investors Services
542
MML Investors Services
Massachusetts
$3.27M +$234K +2,155 +8%
AF
543
Ally Financial
Michigan
$3.26M – – –
PAMG
544
Patton Albertson Miller Group
Tennessee
$3.23M +$7.92K +73 +0.2%
TSS
545
Thomas Story & Son
Indiana
$3.21M +$16.8K +155 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
546
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.2M +$2.31M +21,331 +261%
NMIMC
547
Northwestern Mutual Investment Management Company
Wisconsin
$3.16M +$227K +2,091 +8%
VCA
548
Verdence Capital Advisors
Maryland
$3.16M +$880K +8,114 +39%
LJHT
549
Laurie J. Hall Trustee
$3.16M -$5.43K -50 -0.2%
BAM
550
Belpointe Asset Management
Nevada
$3.15M +$156K +1,436 +5%
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