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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 %
ATPW
551
Ashton Thomas Private Wealth
Arizona
$3.1M -$53.3K -448 -2%
CIBC World Market
552
CIBC World Market
Ontario, Canada
$3.09M +$336K +2,821 +12%
BWA
553
BDO Wealth Advisors
Florida
$3.08M -$20.6K -173 -0.7%
BCM
554
Bayesian Capital Management
New York
$3.06M +$1.31M +11,000 +75%
AAS
555
Annex Advisory Services
Wisconsin
$3.06M +$96.7K +813 +3%
NED
556
Nancy E. Dempze
$3.03M +$26.9K +226 +0.9%
AWMT
557
AAFMAA Wealth Management & Trust
North Carolina
$3.03M -$2.18M -18,304 -42%
GI
558
GAMCO Investors
Connecticut
$3.02M -$29.3K -246 -1%
SEC
559
Seven Eight Capital
New York
$3.02M – – –
WANY
560
Wealthspire Advisors (New York)
New York
$2.98M +$190K +1,595 +7%
TCM
561
Taal Capital Management
Massachusetts
$2.98M +$2.98M +25,000 New
FT
562
Fiduciary Trust
Massachusetts
$2.97M -$12.7K -107 -0.4%
TFA
563
Trinity Financial Advisors
Ohio
$2.93M +$278K +2,339 +10%
PCA
564
Peddock Capital Advisors
Massachusetts
$2.93M +$19.9K +167 +0.7%
OSNBOA
565
Old Second National Bank of Aurora
Illinois
$2.92M +$2.98K +25 +0.1%
AC
566
Apogem Capital
New York
$2.88M -$768K -6,451 -21%
BAMF
567
BI Asset Management Fondsmaeglerselskab
Denmark
$2.86M +$1.09M +9,156 +62%
AF
568
Ally Financial
Michigan
$2.86M +$2.86M +24,000 New
SI
569
Stephens Inc
Arkansas
$2.85M +$2.13M +17,873 +293%
ECM
570
Evergreen Capital Management
Washington
$2.84M +$168K +1,408 +6%
KA
571
KLCM Advisors
Wisconsin
$2.83M -$32.9K -276 -1%
MYAM
572
Meiji Yasuda Asset Management
Japan
$2.81M +$312K +2,620 +12%
SDIC
573
South Dakota Investment Council
South Dakota
$2.81M +$168K +1,409 +6%
AIIMS
574
Analyst IMS Investment Management Services
Israel
$2.81M +$388K +3,260 +16%
FHB
575
First Hawaiian Bank
Hawaii
$2.8M +$445K +3,742 +19%
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