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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 %
PRC
626
Pearl River Capital
Michigan
$2.07M -$1.42M -13,309 -41%
SWM
627
Spire Wealth Management
Virginia
$2.07M -$19K -178 -0.9%
DY
628
Dowling & Yahnke
California
$2.06M +$122K +1,146 +6%
CT
629
Coastline Trust
Rhode Island
$2.06M +$122K +1,145 +6%
HVM
630
Harvest Volatility Management
Connecticut
$2.05M +$494K +4,620 +32%
TF
631
TIAA FSB
Florida
$2.02M +$19.9K +186 +1%
CSPAM
632
Cary Street Partners Asset Management
Virginia
$2.02M -$2.7M -25,241 -57%
FCM
633
FJ Capital Management
Virginia
$2M +$832K +7,900 +71%
WANY
634
Wealthspire Advisors (New York)
New York
$2M -$683K -6,388 -25%
CI
635
Cigna Investments
Connecticut
$1.99M -$222K -2,081 -10%
ECM
636
Everence Capital Management
Indiana
$1.99M – – –
JCM
637
Jacobsen Capital Management
Utah
$1.98M +$37.3K +349 +2%
CFC
638
Coyle Financial Counsel
Illinois
$1.97M -$13K -122 -0.7%
FBA
639
Front Barnett Associates
Illinois
$1.96M – – –
WGCA
640
Wolf Group Capital Advisors
Virginia
$1.96M +$43.3K +405 +2%
AIM
641
Achmea Investment Management
Netherlands
$1.95M – – –
WCA
642
Waratah Capital Advisors
Ontario, Canada
$1.93M -$11M -103,102 -85%
NIG
643
NFJ Investment Group
Texas
$1.91M -$120K -1,123 -6%
BOH
644
Bank of Hawaii
Hawaii
$1.91M -$301K -2,818 -14%
CBN
645
Cadence Bank NA
Texas
$1.9M +$42K +393 +2%
CAL
646
Capital Analysts LLC
Pennsylvania
$1.89M +$143K +1,335 +8%
VanEck Associates
647
VanEck Associates
New York
$1.87M -$7.06K -66 -0.4%
CA
648
Cetera Advisors
Colorado
$1.87M +$155K +1,446 +9%
CP
649
Cumberland Partners
Ontario, Canada
$1.87M +$214K +2,000 +13%
SFP
650
Shepherd Financial Partners
Massachusetts
$1.86M +$2.99K +28 +0.2%
24 25
26
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