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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 %
CNC
701
Canandaigua National Corp
New York
$1.5M +$18.3K +154 +1%
LWM
702
Lionsbridge Wealth Management
Florida
$1.5M +$51.7K +434 +4%
MBT
703
Montecito Bank & Trust
California
$1.47M +$32K +269 +2%
MIAS
704
Mason Investment Advisory Services
Virginia
$1.46M – – –
LAIC
705
Lederer & Associates Investment Counsel
California
$1.46M +$35.4K +297 +2%
PCA
706
Private Capital Advisors
Connecticut
$1.45M – – –
FI
707
Fosun International
China
$1.45M +$1.45M +12,174 New
LNWWM
708
Laird Norton Wetherby Wealth Management
California
$1.45M -$79.3K -666 -5%
IC
709
IEQ Capital
California
$1.44M +$1.44M +12,131 New
GIP
710
Granite Investment Partners
California
$1.44M +$298K +2,500 +26%
TCM
711
Tandem Capital Management
New Jersey
$1.44M -$7.14K -60 -0.5%
BOC
712
Barbara Oil Co
Illinois
$1.43M – – –
Brown Advisory
713
Brown Advisory
Maryland
$1.43M +$133K +1,115 +10%
ICM
714
Ionic Capital Management
New York
$1.43M +$1.43M +12,000 New
MCM
715
Mitchell Capital Management
Kansas
$1.41M -$1.15M -9,682 -45%
WA
716
WESPAC Advisors
California
$1.41M +$1.41M +11,833 New
GSBTD
717
Glenview State Bank Trust Department
Illinois
$1.4M – – –
CM
718
Crestline Management
Texas
$1.38M +$188K +1,583 +16%
BCV
719
Banque Cantonale Vaudoise
Switzerland
$1.36M -$655K -5,500 -33%
HT
720
HAP Trading
New York
$1.36M +$1.36M +11,423 New
GT
721
Greenleaf Trust
Michigan
$1.34M -$307K -2,578 -19%
AIC
722
Ameritas Investment Company
Nebraska
$1.34M +$304K +2,554 +29%
NWM
723
Nicola Wealth Management
British Columbia, Canada
$1.34M +$1.34M +11,212 New
Arrowstreet Capital
724
Arrowstreet Capital
Massachusetts
$1.33M -$15.8M -133,048 -92%
FCM
725
FJ Capital Management
Virginia
$1.32M +$843K +7,100 +178%
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