FI icon

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 %
NDSI
726
Newman Dignan & Sheerar Inc
Rhode Island
$1.29M +$116K +970 +10%
JFGIW
727
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.29M -$128K -1,073 -9%
PGAM
728
Princeton Global Asset Management
New Jersey
$1.29M +$71.4K +600 +6%
II
729
Ibex Investors
Colorado
$1.29M +$1.29M +10,800 New
PFA
730
Peak Financial Advisors
Colorado
$1.28M +$1.28M +10,787 New
APG
731
Abacus Planning Group
South Carolina
$1.28M – – –
VI
732
Vestcor Inc
New Brunswick, Canada
$1.27M -$29.6K -249 -2%
CCA
733
Column Capital Advisors
Indiana
$1.27M +$81.6K +686 +7%
AT
734
AMF Tjänstepension
Sweden
$1.27M -$705K -5,920 -36%
CSPAM
735
Cary Street Partners Asset Management
Virginia
$1.26M +$177K +6,192 +16%
CAPTRUST Financial Advisors
736
CAPTRUST Financial Advisors
North Carolina
$1.25M +$511K +4,293 +69%
BC
737
Burney Company
Virginia
$1.24M -$66K -554 -5%
JCM
738
Jacobi Capital Management
Pennsylvania
$1.24M -$83.2K -699 -6%
SPC
739
Sigma Planning Corp
Michigan
$1.23M +$304K +2,552 +33%
CPA
740
Court Place Advisors
Maryland
$1.23M – – –
SW
741
SkyOak Wealth
Michigan
$1.23M +$1.23M +9,939 New
FWCM
742
Ferguson Wellman Capital Management
Oregon
$1.22M +$131K +1,097 +12%
BCM
743
Brown Capital Management
Maryland
$1.21M -$204K -1,716 -14%
KCM
744
Kathmere Capital Management
Pennsylvania
$1.21M -$4.41K -37 -0.4%
BWM
745
BerganKDV Wealth Management
Minnesota
$1.2M -$9.64K -81 -0.8%
BAM
746
Blueshift Asset Management
New Jersey
$1.2M +$460K +3,864 +62%
Koshinski Asset Management
747
Koshinski Asset Management
Illinois
$1.19M -$64.5K -542 -5%
CWM
748
Chesapeake Wealth Management
Virginia
$1.19M -$17.3K -145 -1%
FCH
749
Freestone Capital Holdings
Washington
$1.19M +$10.5K +88 +0.9%
CIC
750
Chase Investment Counsel
Virginia
$1.18M +$1.18M +9,935 New
28 29
30
31 32