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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 %
TIA
626
Tandem Investment Advisors
South Carolina
$2.21M +$59.3K +498 +3%
CFC
627
Coyle Financial Counsel
Illinois
$2.21M -$21.7K -182 -1%
AC
628
Allstate Corporation
Illinois
$2.21M +$433K +3,638 +24%
B
629
BP
United Kingdom
$2.2M -$483K -4,061 -18%
SFG
630
Summit Financial Group
West Virginia
$2.19M -$11.9K -100 -0.5%
FBA
631
Front Barnett Associates
Illinois
$2.18M -$104K -875 -5%
AAF
632
Andra AP-fonden
Sweden
$2.18M +$179K +1,500 +9%
PCM
633
Palouse Capital Management
Washington
$2.17M +$569K +4,781 +35%
AIM
634
Achmea Investment Management
Netherlands
$2.17M – – –
Wealthfront Advisers
635
Wealthfront Advisers
California
$2.17M +$315K +2,648 +17%
BAAM
636
Baker Avenue Asset Management
California
$2.17M +$10.7K +90 +0.5%
DY
637
Dowling & Yahnke
California
$2.16M +$177K +1,487 +9%
CT
638
Coastline Trust
Rhode Island
$2.16M +$308K +2,585 +17%
JCM
639
Jacobsen Capital Management
Utah
$2.16M +$129K +1,084 +6%
FMWA
640
Forvis Mazars Wealth Advisors
Missouri
$2.15M -$641K -5,384 -23%
VFA
641
Voya Financial Advisors
Connecticut
$2.15M +$517K +4,279 +32%
WGCA
642
Wolf Group Capital Advisors
Virginia
$2.13M +$50.5K +424 +2%
BNP Paribas Asset Management
643
BNP Paribas Asset Management
France
$2.12M -$30M -252,374 -93%
VanEck Associates
644
VanEck Associates
New York
$2.09M +$387K +3,250 +23%
GIM
645
Goelzer Investment Management
Indiana
$2.09M +$2.09M +17,549 New
CBN
646
Cadence Bank NA
Texas
$2.07M +$93.4K +784 +5%
SFP
647
Shepherd Financial Partners
Massachusetts
$2.06M +$16.2K +136 +0.8%
ADMI
648
Albert D. Mason Inc
Massachusetts
$2.06M -$26.8K -225 -1%
GC
649
Guardian Capital
Ontario, Canada
$2.03M +$67.8K +570 +3%
CCM
650
Community Capital Management
Florida
$2.02M +$2.02M +17,000 New
24 25
26
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