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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 %
Cerity Partners
651
Cerity Partners
New York
$2M +$144K +1,206 +8%
FPS
652
Fieldpoint Private Securities
Connecticut
$2M -$34.5K -290 -2%
AF
653
Advisornet Financial
Minnesota
$1.99M -$34.5K -290 -2%
AA
654
ALPS Advisors
Colorado
$1.99M +$268K +2,251 +16%
CAL
655
Capital Analysts LLC
Pennsylvania
$1.94M +$156K +1,314 +9%
HR
656
Howe & Rusling
New York
$1.93M +$88.2K +741 +5%
KRSITF
657
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.93M +$39.5K +332 +2%
RJT
658
Raymond James Trust
Florida
$1.92M +$891K +7,487 +86%
TM
659
Tiger Management
New York
$1.92M +$47.6K +400 +3%
Rockefeller Capital Management
660
Rockefeller Capital Management
New York
$1.92M +$550K +4,623 +40%
CA
661
Cetera Advisors
Colorado
$1.91M +$221K +1,853 +13%
DIA
662
Dean Investment Associates
Ohio
$1.91M -$40.8K -343 -2%
NSIM
663
North Star Investment Management
Illinois
$1.91M – – –
PAM
664
Palisade Asset Management
Minnesota
$1.9M – – –
NHC
665
Nicholas Hoffman & Company
Georgia
$1.87M +$98.3K +826 +6%
CB
666
Cadence Bank
Mississippi
$1.87M +$94.1K +790 +5%
Fayez Sarofim & Co
667
Fayez Sarofim & Co
Texas
$1.86M – – –
CP
668
Cumberland Partners
Ontario, Canada
$1.85M +$179K +1,500 +11%
FC
669
FORA Capital
Florida
$1.82M +$1.02M +8,532 +126%
SC
670
Scotia Capital
Ontario, Canada
$1.81M -$6.43K -54 -0.4%
IM
671
Islet Management
New York
$1.79M -$10.1M -85,000 -85%
BCM
672
Birch Capital Management
Texas
$1.79M +$77.1K +648 +5%
KJHP
673
K.J. Harrison & Partners
Ontario, Canada
$1.79M +$1.79M +15,000 New
HT
674
Heritage Trust
Oklahoma
$1.76M +$148K +1,240 +9%
VIA
675
Vident Investment Advisory
Georgia
$1.75M +$399K +3,350 +30%
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