FI icon

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 %
GJIC
626
Gamble Jones Investment Counsel
California
$2.19M -$21.7K -200 -1%
GC
627
Guardian Capital
Ontario, Canada
$2.18M +$59.7K +550 +3%
UM
628
Ulysses Management
New York
$2.17M +$543K +5,000 +33%
PCM
629
Palouse Capital Management
Washington
$2.17M -$40.6K -374 -2%
DIA
630
Dana Investment Advisors
Wisconsin
$2.16M +$1.92M +17,693 +799%
CCM
631
Community Capital Management
Florida
$2.15M – – –
TF
632
TIAA FSB
Florida
$2.13M +$78.2K +721 +4%
VIA
633
Vident Investment Advisory
Georgia
$2.13M +$262K +2,412 +14%
PAM
634
Panagora Asset Management
Massachusetts
$2.12M +$3.8K +35 +0.2%
AAS
635
Annex Advisory Services
Wisconsin
$2.11M -$36K -332 -2%
AIA
636
AGF Investments America
Ontario, Canada
$2.1M +$1.44M +13,235 +216%
AIM
637
Achmea Investment Management
Netherlands
$2.09M +$115K +1,059 +6%
CAL
638
Capital Analysts LLC
Pennsylvania
$2.09M +$178K +1,644 +9%
SWM
639
Spire Wealth Management
Virginia
$2.08M -$16.4K -151 -0.8%
VAS
640
Vestmark Advisory Solutions
Massachusetts
$2.08M +$262K +2,415 +14%
CT
641
Coastline Trust
Rhode Island
$2.07M -$28.8K -265 -1%
VanEck Associates
642
VanEck Associates
New York
$2.06M +$159K +1,465 +8%
JCM
643
Jacobsen Capital Management
Utah
$2.06M +$53.4K +492 +3%
ECM
644
EagleClaw Capital Management
Massachusetts
$2.06M +$2.06M +18,910 New
CSPAM
645
Cary Street Partners Asset Management
Virginia
$2.04M -$11.5K -106 -0.6%
ECM
646
Everence Capital Management
Indiana
$2.02M – – –
CP
647
Cumberland Partners
Ontario, Canada
$2.01M +$108K +1,000 +6%
WGCA
648
Wolf Group Capital Advisors
Virginia
$1.99M +$4.45K +41 +0.2%
FBA
649
Front Barnett Associates
Illinois
$1.99M – – –
CI
650
Cigna Investments
Connecticut
$1.98M -$38K -350 -2%
24 25
26
27 28