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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 %
CAM
601
Close Asset Management
United Kingdom
$2.51M -$1.85M -17,095 -43%
GHAM
602
Gilman Hill Asset Management
Connecticut
$2.48M +$287K +2,645 +13%
EH
603
Equitable Holdings
New York
$2.47M -$115K -1,062 -4%
WS
604
Wedbush Securities
California
$2.44M +$56.3K +519 +2%
ACM
605
Argyle Capital Management
Pennsylvania
$2.43M +$14.6K +135 +0.6%
FIM
606
Freedom Investment Management
Connecticut
$2.42M +$620K +5,714 +35%
AIP
607
Ameritas Investment Partners
Nebraska
$2.41M -$17.3K -159 -0.7%
EI
608
Ethic Inc
New York
$2.41M +$1.14M +10,514 +90%
HPCM
609
High Pointe Capital Management
Illinois
$2.4M – – –
PCM
610
Pentwater Capital Management
Florida
$2.39M – – –
RIM
611
Regent Investment Management
Kentucky
$2.38M +$73.8K +680 +3%
WMG
612
WESCAP Management Group
California
$2.37M -$14.9K -137 -0.6%
WANY
613
Wealthspire Advisors (New York)
New York
$2.35M +$323K +2,974 +16%
EIG
614
Ellenbecker Investment Group
Wisconsin
$2.34M -$6.83K -63 -0.3%
FMWA
615
Forvis Mazars Wealth Advisors
Missouri
$2.32M +$172K +1,590 +8%
AA
616
ALPS Advisors
Colorado
$2.32M +$96.3K +888 +4%
CNAM
617
Campbell Newman Asset Management
Wisconsin
$2.32M -$4.01K -37 -0.2%
CCP
618
Corient Capital Partners
California
$2.31M +$704K +6,486 +44%
SDIC
619
South Dakota Investment Council
South Dakota
$2.29M – – –
TFA
620
Trinity Financial Advisors
Ohio
$2.29M – – –
DY
621
Dowling & Yahnke
California
$2.27M +$172K +1,581 +8%
FCBT
622
First Citizens Bank & Trust
North Carolina
$2.22M -$68.9K -635 -3%
PGFC
623
Peapack-Gladstone Financial Corp
New Jersey
$2.21M +$1.43M +13,206 +183%
BSW
624
Buckingham Strategic Wealth
Missouri
$2.2M -$116K -1,069 -5%
AIM
625
AMI Investment Management
Indiana
$2.2M -$23.4K -216 -1%
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