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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 %
CB
676
Cadence Bank
Mississippi
$1.7M – – –
Fayez Sarofim & Co
677
Fayez Sarofim & Co
Texas
$1.7M – – –
DSC
678
Duncker Streett & Co
Missouri
$1.69M -$414K -3,816 -20%
RF
679
Robbins Farley
New Hampshire
$1.69M +$57.5K +530 +4%
HI
680
Harbour Investments
Wisconsin
$1.69M -$12.5K -115 -0.7%
CIC
681
Cornercap Investment Counsel
Georgia
$1.69M +$504K +4,647 +43%
SPIA
682
Steward Partners Investment Advisory
New York
$1.67M -$81K -747 -5%
AI
683
Aperture Investors
New York
$1.65M -$3.37M -31,065 -67%
CQS
684
Credential Qtrade Securities
$1.65M +$142K +1,310 +9%
TFS
685
Thoroughbred Financial Services
Tennessee
$1.64M +$37.3K +344 +2%
KJHP
686
K.J. Harrison & Partners
Ontario, Canada
$1.64M +$1.64M +15,000 New
AIC
687
Ameritas Investment Company
Nebraska
$1.63M +$59.9K +552 +4%
DIA
688
Dean Investment Associates
Ohio
$1.63M -$84.7K -781 -5%
PTC
689
Private Trust Company
Ohio
$1.61M -$46.2K -426 -3%
BCM
690
Birch Capital Management
Texas
$1.6M -$25.5K -235 -2%
JCM
691
Jacobi Capital Management
Pennsylvania
$1.59M +$303K +2,790 +24%
BFA
692
Bragg Financial Advisors
North Carolina
$1.58M +$1.58M +14,576 New
FAIM
693
Financial Advocates Investment Management
Washington
$1.58M +$1.58M +14,226 New
FCM
694
Fairbanks Capital Management
California
$1.57M +$16.2K +149 +1%
IFS
695
Ifrah Financial Services
Arkansas
$1.54M -$1.74K -16 -0.1%
CAN
696
Cetera Advisor Networks
California
$1.54M -$113K -1,044 -7%
OA
697
Oxbow Advisors
Texas
$1.54M +$1.33M +12,274 +644%
MOS
698
MGO One Seven
Ohio
$1.53M +$444K +4,505 +41%
Cerity Partners
699
Cerity Partners
New York
$1.52M -$242K -2,226 -14%
BBL
700
Beck Bode LLC
Massachusetts
$1.52M +$1.52M +14,007 New
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