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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 %
BS
576
Boenning & Scattergood
Pennsylvania
$2.89M – – –
CP
577
Clayton Partners
California
$2.86M +$596K +5,495 +26%
AP
578
Advisor Partners
California
$2.84M +$36.5K +336 +1%
FHB
579
First Hawaiian Bank
Hawaii
$2.81M +$233K +2,151 +9%
PRC
580
Pearl River Capital
Michigan
$2.8M +$700K +6,454 +33%
BA
581
Bridgewater Associates
Connecticut
$2.77M +$2.77M +25,544 New
NED
582
Nancy E. Dempze
$2.74M +$4.34K +40 +0.2%
WMSA
583
Weiss Multi-Strategy Advisers
New York
$2.7M -$13.2M -121,670 -83%
PCA
584
Peddock Capital Advisors
Massachusetts
$2.7M +$1.95K +18 +0.1%
VRM
585
Vectors Research Management
New York
$2.7M +$115K +1,062 +4%
MCM
586
Monarch Capital Management
Indiana
$2.68M +$122K +1,122 +5%
OSNBOA
587
Old Second National Bank of Aurora
Illinois
$2.67M +$6.73K +62 +0.3%
HC
588
HNP Capital
New York
$2.67M +$86.5K +797 +3%
RAM
589
Redmond Asset Management
Virginia
$2.66M +$112K +1,035 +4%
ECM
590
Evergreen Capital Management
Washington
$2.65M +$36.2K +334 +1%
MYAM
591
Meiji Yasuda Asset Management
Japan
$2.65M +$38.2K +352 +1%
COI
592
Connable Office Inc
Michigan
$2.65M +$2.65M +24,408 New
MC
593
Moors & Cabot
Massachusetts
$2.64M +$436K +4,025 +20%
KC
594
Kingfisher Capital
North Carolina
$2.64M +$76K +701 +3%
KA
595
KLCM Advisors
Wisconsin
$2.63M – – –
Rockefeller Capital Management
596
Rockefeller Capital Management
New York
$2.62M -$60.2K -555 -2%
MM
597
Meridian Management
Arkansas
$2.61M +$2.61M +24,092 New
CRB
598
Chad R. Baker
$2.6M – – –
CAS
599
Cascadia Advisory Services
Oregon
$2.58M -$1.14M -10,545 -31%
EHWM
600
Eads & Heald Wealth Management
Georgia
$2.52M +$61.5K +567 +3%
22 23
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