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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 %
PAMG
551
Patton Albertson Miller Group
Tennessee
$3.18M +$114K +1,062 +4%
TSS
552
Thomas Story & Son
Indiana
$3.15M -$232K -2,175 -7%
FT
553
Fiduciary Trust
Massachusetts
$3.14M +$472K +4,419 +18%
LJHT
554
Laurie J. Hall Trustee
$3.12M – – –
SC
555
Sepio Capital
Utah
$3.03M +$2.77M +25,877 +1,052%
MML Investors Services
556
MML Investors Services
Massachusetts
$2.99M -$1.22M -11,436 -29%
ATC
557
Argent Trust Co
Tennessee
$2.98M +$695K +6,502 +30%
TCOO
558
Trust Company of Oklahoma
Oklahoma
$2.97M -$277K -2,588 -9%
Credit Agricole
559
Credit Agricole
France
$2.96M – – –
BAM
560
Belpointe Asset Management
Nevada
$2.95M +$2.56M +23,957 +657%
GF
561
Gabelli Funds
New York
$2.92M – – –
BWA
562
BDO Wealth Advisors
Florida
$2.91M +$139K +1,300 +5%
NMIMC
563
Northwestern Mutual Investment Management Company
Wisconsin
$2.89M +$101K +947 +4%
PCA
564
Peddock Capital Advisors
Massachusetts
$2.86M +$30.3K +263 +1%
BS
565
Boenning & Scattergood
Pennsylvania
$2.84M – – –
AWM
566
Avior Wealth Management
Nebraska
$2.82M -$65.1K -609 -2%
MJB
567
Mark J. Bradley
$2.76M -$71.1K -665 -3%
AP
568
Advisor Partners
California
$2.76M -$49.3K -461 -2%
AIIMS
569
Analyst IMS Investment Management Services
Israel
$2.73M +$215K +2,014 +9%
LS
570
Livforsakringsbolaget Skandia
Sweden
$2.7M +$417K +3,900 +18%
NED
571
Nancy E. Dempze
$2.69M -$28.9K -270 -1%
FC
572
Fore Capital
New York
$2.67M +$2.67M +25,000 New
CCFCSB
573
Cape Cod Five Cents Savings Bank
Massachusetts
$2.65M +$210K +1,969 +9%
SM
574
Sciencast Management
New Jersey
$2.65M -$1.52M -13,983 -36%
Rockefeller Capital Management
575
Rockefeller Capital Management
New York
$2.64M +$920K +8,615 +54%
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