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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 %
PCM
601
Pentwater Capital Management
Florida
$2.35M +$2.35M +22,000 New
WMG
602
WESCAP Management Group
California
$2.35M -$26K -243 -1%
EIG
603
Ellenbecker Investment Group
Wisconsin
$2.31M -$37.4K -350 -2%
CNAM
604
Campbell Newman Asset Management
Wisconsin
$2.29M -$226K -2,112 -9%
BSW
605
Buckingham Strategic Wealth
Missouri
$2.28M -$46.8K -438 -2%
RIM
606
Regent Investment Management
Kentucky
$2.27M +$77K +720 +4%
FCBT
607
First Citizens Bank & Trust
North Carolina
$2.26M -$56K -524 -2%
SDIC
608
South Dakota Investment Council
South Dakota
$2.26M -$264K -2,470 -10%
TFA
609
Trinity Financial Advisors
Ohio
$2.25M -$379K -3,542 -14%
VCA
610
Verdence Capital Advisors
Maryland
$2.25M +$2.25M +21,016 New
CP
611
Clayton Partners
California
$2.23M +$2.23M +20,863 New
SC
612
Scotia Capital
Ontario, Canada
$2.2M +$571K +5,342 +35%
AA
613
ALPS Advisors
Colorado
$2.19M +$400K +3,738 +22%
AIM
614
AMI Investment Management
Indiana
$2.19M -$64.1K -600 -3%
GJIC
615
Gamble Jones Investment Counsel
California
$2.18M -$64.1K -600 -3%
MC
616
Moors & Cabot
Massachusetts
$2.18M +$1.17M +10,938 +116%
PCM
617
Palouse Capital Management
Washington
$2.17M +$222K +2,077 +11%
GHAM
618
Gilman Hill Asset Management
Connecticut
$2.16M +$61.5K +575 +3%
LC
619
Landaas & Company
Wisconsin
$2.13M – – –
FMWA
620
Forvis Mazars Wealth Advisors
Missouri
$2.12M +$189K +1,769 +10%
CCM
621
Community Capital Management
Florida
$2.12M +$299K +2,800 +16%
AAS
622
Annex Advisory Services
Wisconsin
$2.11M -$636K -5,951 -23%
GC
623
Guardian Capital
Ontario, Canada
$2.09M +$260K +2,430 +14%
PAM
624
Panagora Asset Management
Massachusetts
$2.08M -$281K -2,632 -12%
DSC
625
Duncker Streett & Co
Missouri
$2.07M -$2.1M -19,624 -50%
23 24
25
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