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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 %
AHC
651
Anderson Hoagland & Co
Missouri
$1.85M +$1.85M +17,280 New
VIA
652
Vident Investment Advisory
Georgia
$1.84M +$266K +2,492 +17%
TCM
653
Teza Capital Management
Illinois
$1.83M -$1.86M -17,386 -50%
AF
654
Advisornet Financial
Minnesota
$1.83M +$39K +365 +2%
MFS
655
Mirabella Financial Services
United Kingdom
$1.82M +$1.82M +17,061 New
SFG
656
Summit Financial Group
West Virginia
$1.82M -$149K -1,397 -8%
HR
657
Howe & Rusling
New York
$1.8M +$71.2K +666 +4%
ADMI
658
Albert D. Mason Inc
Massachusetts
$1.8M -$43.6K -408 -2%
PFA
659
Peak Financial Advisors
Colorado
$1.8M +$650K +6,081 +56%
IRF
660
IBM Retirement Fund
New York
$1.8M -$289K -2,704 -14%
MIAS
661
Mason Investment Advisory Services
Virginia
$1.79M +$475K +4,444 +36%
VAS
662
Vestmark Advisory Solutions
Massachusetts
$1.79M +$1.14M +10,666 +176%
PMG
663
ProVise Management Group
Florida
$1.79M +$339K +3,170 +23%
CT
664
Chicago Trust
Illinois
$1.78M +$803K +7,517 +82%
FC
665
FORA Capital
Florida
$1.78M +$142K +1,326 +9%
FIM
666
Freedom Investment Management
Connecticut
$1.77M +$357K +3,339 +25%
Cerity Partners
667
Cerity Partners
New York
$1.74M -$58.5K -547 -3%
BAAM
668
Baker Avenue Asset Management
California
$1.72M -$222K -2,081 -11%
SPIA
669
Steward Partners Investment Advisory
New York
$1.72M -$371K -3,471 -18%
Bank of Nova Scotia
670
Bank of Nova Scotia
Ontario, Canada
$1.71M -$9.8M -91,700 -85%
NSIM
671
North Star Investment Management
Illinois
$1.71M – – –
PAM
672
Palisade Asset Management
Minnesota
$1.71M – – –
NHC
673
Nicholas Hoffman & Company
Georgia
$1.69M +$10.7K +100 +0.6%
DIA
674
Dean Investment Associates
Ohio
$1.69M -$30.9K -289 -2%
HI
675
Harbour Investments
Wisconsin
$1.67M -$511K -4,777 -23%
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