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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 %
Connor, Clark & Lunn Investment Management (CC&L)
676
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.74M +$314K +2,634 +22%
NA
677
NewEdge Advisors
Louisiana
$1.74M +$389K +3,269 +29%
IFS
678
Ifrah Financial Services
Arkansas
$1.74M -$79.6K -669 -4%
TFS
679
Thoroughbred Financial Services
Tennessee
$1.73M +$159K +1,339 +10%
HVM
680
Harvest Volatility Management
Connecticut
$1.73M +$660K +5,545 +62%
WIA
681
Westbourne Investment Advisors
Maryland
$1.72M -$388K -3,259 -18%
FAIM
682
Financial Advocates Investment Management
Washington
$1.72M +$7.02K +59 +0.4%
KWMG
683
King Wealth Management Group
Florida
$1.72M +$226K +1,900 +15%
EFM
684
E Fund Management
China
$1.72M +$1.72M +14,415 New
CA
685
Callahan Advisors
Texas
$1.69M -$380K -3,195 -18%
FCM
686
Fairbanks Capital Management
California
$1.67M -$14.2K -119 -0.8%
V
687
Veritable
Delaware
$1.66M +$166K +1,398 +11%
HCM
688
Howland Capital Management
Massachusetts
$1.66M -$47.6K -400 -3%
AP
689
AtonRa Partners
Switzerland
$1.65M -$694K -5,830 -30%
IMRF
690
Illinois Municipal Retirement Fund
Illinois
$1.64M – – –
CHC
691
City Holding Co
West Virginia
$1.63M -$64.6K -543 -4%
PTC
692
Private Trust Company
Ohio
$1.62M +$140K +1,177 +9%
PMG
693
ProVise Management Group
Florida
$1.61M +$1.61M +13,528 New
CQS
694
Credential Qtrade Securities
$1.6M +$28.7K +241 +2%
RIM
695
Redpoint Investment Management
Australia
$1.59M +$249K +2,094 +19%
HI
696
Horizon Investments
North Carolina
$1.58M +$1.58M +13,276 New
WAM
697
World Asset Management
Michigan
$1.58M -$124K -1,031 -7%
FIM
698
Freedom Investment Management
Connecticut
$1.57M -$300K -2,516 -16%
Fiera Capital (Canada)
699
Fiera Capital (Canada)
Quebec, Canada
$1.55M -$24.4M -204,899 -94%
Cetera Investment Advisers
700
Cetera Investment Advisers
Illinois
$1.5M -$646K -5,422 -30%
26 27
28
29 30