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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 %
CNAM
576
Campbell Newman Asset Management
Wisconsin
$2.8M -$173K -1,456 -6%
RAM
577
Redmond Asset Management
Virginia
$2.79M +$84.6K +711 +3%
VRM
578
Vectors Research Management
New York
$2.78M -$34.8K -292 -1%
BRWA
579
B. Riley Wealth Advisors
Florida
$2.77M +$602K +5,094 +28%
HC
580
HNP Capital
New York
$2.76M -$34.8K -292 -1%
CCFCSB
581
Cape Cod Five Cents Savings Bank
Massachusetts
$2.72M +$331K +2,780 +14%
EHWM
582
Eads & Heald Wealth Management
Georgia
$2.72M +$6.55K +55 +0.2%
MCM
583
Monarch Capital Management
Indiana
$2.72M +$316K +2,656 +13%
KC
584
Kingfisher Capital
North Carolina
$2.71M +$829K +6,963 +44%
ETC
585
Exchange Traded Concepts
Oklahoma
$2.71M +$2.42M +20,342 +839%
WS
586
Wedbush Securities
California
$2.7M +$2.7M +22,658 New
FLPIM
587
F.L. Putnam Investment Management
Massachusetts
$2.69M +$23.2K +195 +0.9%
WMG
588
WESCAP Management Group
California
$2.65M -$114K -962 -4%
PAM
589
Panagora Asset Management
Massachusetts
$2.63M -$6.19K -52 -0.2%
AIP
590
Ameritas Investment Partners
Nebraska
$2.62M -$41.4K -348 -2%
EIG
591
Ellenbecker Investment Group
Wisconsin
$2.62M -$21.3K -179 -0.8%
EH
592
Equitable Holdings
New York
$2.59M +$261K +2,193 +11%
BSW
593
Buckingham Strategic Wealth
Missouri
$2.59M -$36.8K -309 -1%
FCBT
594
First Citizens Bank & Trust
North Carolina
$2.58M +$95.4K +801 +4%
GT
595
Glenmede Trust
Pennsylvania
$2.56M -$14.1M -118,589 -85%
ACM
596
Argyle Capital Management
Pennsylvania
$2.56M +$1.23M +10,350 +93%
ATC
597
Argent Trust Co
Tennessee
$2.54M +$171K +1,437 +7%
LS
598
Livforsakringsbolaget Skandia
Sweden
$2.54M +$333K +2,800 +15%
BC
599
Breakline Capital
New York
$2.54M -$5.22M -43,825 -67%
AIM
600
AMI Investment Management
Indiana
$2.51M -$119 -1 -0%
22 23
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