FI icon

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 %
ITIM
551
Indiana Trust & Investment Management
Indiana
$3.15M -$405K -3,734 -11%
ATC
552
Argent Trust Co
Tennessee
$3.14M +$119K +1,101 +4%
Thrivent Financial for Lutherans
553
Thrivent Financial for Lutherans
Minnesota
$3.14M -$138K -1,274 -4%
Canada Pension Plan Investment Board
554
Canada Pension Plan Investment Board
Ontario, Canada
$3.14M -$4.99M -46,000 -61%
CHP
555
Castle Hook Partners
New York
$3.14M -$18.6M -171,099 -86%
PI
556
PineBridge Investments
New York
$3.13M -$2.19M -20,214 -41%
CCFCSB
557
Cape Cod Five Cents Savings Bank
Massachusetts
$3.13M +$439K +4,050 +16%
FT
558
Fiduciary Trust
Massachusetts
$3.13M -$63.9K -589 -2%
Wolverine Trading
559
Wolverine Trading
Illinois
$3.08M -$7.89M -71,309 -72%
BWA
560
BDO Wealth Advisors
Florida
$3.08M +$129K +1,191 +4%
TC
561
Telemus Capital
Michigan
$3.08M +$3.08M +28,346 New
SSA
562
Schonfeld Strategic Advisors
New York
$3.08M -$32.2M -297,207 -91%
PMG
563
ProVise Management Group
Florida
$3.05M +$1.23M +11,372 +68%
HT
564
HAP Trading
New York
$3.04M +$3.04M +28,030 New
AWM
565
Avior Wealth Management
Nebraska
$3.01M +$146K +1,345 +5%
Credit Agricole
566
Credit Agricole
France
$3.01M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
567
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.99M +$2.95M +27,200 +7,292%
TCOO
568
Trust Company of Oklahoma
Oklahoma
$2.99M -$25.8K -238 -0.9%
AIIMS
569
Analyst IMS Investment Management Services
Israel
$2.98M +$205K +1,886 +7%
WCA
570
Waratah Capital Advisors
Ontario, Canada
$2.98M +$1.02M +9,382 +52%
MYIA
571
Mount Yale Investment Advisors
Colorado
$2.94M -$411K -3,785 -12%
LS
572
Livforsakringsbolaget Skandia
Sweden
$2.94M +$195K +1,800 +7%
GVAG
573
Great Valley Advisor Group
Delaware
$2.93M +$373K +3,434 +15%
HCM
574
Harvey Capital Management
Florida
$2.91M +$2.91M +26,850 New
SC
575
Scotia Capital
Ontario, Canada
$2.9M +$672K +6,192 +30%
21 22
23
24 25