FI icon

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 %
Kovitz Investment Group Partners
601
Kovitz Investment Group Partners
Illinois
$2.5M +$2.5M +21,034 New
GJIC
602
Gamble Jones Investment Counsel
California
$2.5M -$5.95K -50 -0.2%
CI
603
Cigna Investments
Connecticut
$2.47M +$77K +647 +3%
BOH
604
Bank of Hawaii
Hawaii
$2.46M +$452K +3,800 +23%
RIM
605
Regent Investment Management
Kentucky
$2.44M +$626K +5,255 +34%
HI
606
Harbour Investments
Wisconsin
$2.43M +$2.43M +20,436 New
EFM
607
Ennismore Fund Management
United Kingdom
$2.4M +$2.4M +20,160 New
ASN
608
Advisory Services Network
Georgia
$2.39M +$407K +3,418 +21%
LOAMU
609
Lombard Odier Asset Management (USA)
New York
$2.38M -$13.2M -111,100 -85%
LC
610
Landaas & Company
Wisconsin
$2.37M – – –
ACI
611
Alpha Cubed Investments
California
$2.36M +$685K +5,755 +41%
PA
612
Pinnacle Associates
New York
$2.34M +$878K +7,375 +60%
GHAM
613
Gilman Hill Asset Management
Connecticut
$2.33M +$157K +1,315 +7%
SPIA
614
Steward Partners Investment Advisory
New York
$2.33M +$556K +4,669 +31%
IRF
615
IBM Retirement Fund
New York
$2.33M -$139K -1,172 -6%
SWM
616
Spire Wealth Management
Virginia
$2.33M +$2.33M +19,515 New
TA
617
Tectonic Advisors
Texas
$2.31M +$211K +1,775 +10%
LCH
618
Lee Capital Holdings
New York
$2.3M +$26.2K +220 +1%
CAM
619
Congress Asset Management
Massachusetts
$2.29M +$174K +1,458 +8%
AIMCA
620
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.29M -$2.12M -17,800 -48%
HPCM
621
High Pointe Capital Management
Illinois
$2.28M +$35.7K +300 +2%
NIG
622
NFJ Investment Group
Texas
$2.27M +$2.27M +19,030 New
TF
623
TIAA FSB
Florida
$2.23M +$87.5K +735 +4%
ACM
624
AlphaCrest Capital Management
New York
$2.22M -$1.46M -12,270 -40%
ECM
625
Everence Capital Management
Indiana
$2.22M – – –
23 24
25
26 27