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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 %
CBN
651
Cadence Bank NA
Texas
$1.93M +$3.91K +36 +0.2%
HT
652
Heritage Trust
Oklahoma
$1.93M +$420K +3,873 +28%
NIG
653
NFJ Investment Group
Texas
$1.91M -$28.9K -266 -1%
CT
654
Chicago Trust
Illinois
$1.89M +$77K +709 +4%
HR
655
Howe & Rusling
New York
$1.87M +$39.3K +362 +2%
PFA
656
Peak Financial Advisors
Colorado
$1.86M +$28.4K +262 +2%
ODCM
657
Old Dominion Capital Management
Virginia
$1.86M +$1.86M +17,131 New
JGGDR
658
JGP Global Gestao de Recursos
Brazil
$1.85M +$1.85M +17,000 New
SFG
659
Summit Financial Group
West Virginia
$1.84M – – –
ADMI
660
Albert D. Mason Inc
Massachusetts
$1.84M +$6.4K +59 +0.3%
IRF
661
IBM Retirement Fund
New York
$1.83M +$5.42K +50 +0.3%
MIAS
662
Mason Investment Advisory Services
Virginia
$1.82M – – –
IC
663
IEQ Capital
California
$1.77M +$632K +5,823 +56%
PA
664
Pinnacle Associates
New York
$1.76M +$129K +1,192 +8%
BAAM
665
Baker Avenue Asset Management
California
$1.74M -$4.88K -45 -0.3%
BCM
666
Beck Capital Management
Texas
$1.74M +$1.74M +16,051 New
NSIM
667
North Star Investment Management
Illinois
$1.74M – – –
Wealthfront Advisers
668
Wealthfront Advisers
California
$1.73M +$132K +1,216 +8%
PAM
669
Palisade Asset Management
Minnesota
$1.73M – – –
RJT
670
Raymond James Trust
Florida
$1.73M +$36.8K +339 +2%
KRSITF
671
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.72M +$37.7K +347 +2%
FCM
672
FJ Capital Management
Virginia
$1.72M -$322K -3,000 -16%
NHC
673
Nicholas Hoffman & Company
Georgia
$1.72M – – –
AP
674
AtonRa Partners
Switzerland
$1.71M +$272K +2,502 +19%
LC
675
Landaas & Company
Wisconsin
$1.7M -$461K -4,249 -21%
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