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 %
CBT
751
Central Bank & Trust
Kentucky
$1.17M – – –
KWM
752
Kingsview Wealth Management
Oregon
$1.17M +$183K +1,498 +19%
NERM
753
New England Research & Management
Illinois
$1.17M +$792K +6,650 +211%
S
754
SignatureFD
Georgia
$1.16M +$318K +2,671 +38%
GVAG
755
Great Valley Advisor Group
Delaware
$1.16M +$531K +4,460 +84%
CSS
756
Cubist Systematic Strategies
Connecticut
$1.16M -$5.17M -43,409 -82%
HIIFS
757
Harel Insurance Investments & Financial Services
Israel
$1.16M -$1.35M -3,394 -54%
JGUA
758
John G. Ullman & Associates
New York
$1.15M +$1.15M +9,650 New
QI
759
QS Investors
New York
$1.15M – – –
GCMG
760
Gyroscope Capital Management Group
Florida
$1.15M +$133K +1,113 +13%
S
761
SimplyRich
California
$1.14M – – –
CA
762
Clearstead Advisors
Ohio
$1.13M -$114K -958 -9%
DL
763
DOHJ LLC
Washington
$1.13M +$1.13M +9,493 New
MC
764
Moors & Cabot
Massachusetts
$1.12M +$117K +986 +12%
SWM
765
Segment Wealth Management
Texas
$1.12M +$43.1K +362 +4%
EI
766
Ethic Inc
New York
$1.12M +$50.8K +427 +5%
VPIM
767
Vanguard Personalized Indexing Management
California
$1.12M +$441K +3,707 +65%
NB
768
Nicolet Bankshares
Wisconsin
$1.12M -$44.7K -375 -4%
DCM
769
Dupont Capital Management
Delaware
$1.11M -$340K -2,853 -23%
ER
770
Enlightenment Research
Florida
$1.11M +$1.11M +9,300 New
PBO
771
Peoples Bank (Ohio)
Ohio
$1.1M -$17.4K -146 -2%
RM
772
Resource Management
Louisiana
$1.1M +$59.5K +500 +6%
MCA
773
Mercer Capital Advisers
New Jersey
$1.1M – – –
Verition Fund Management
774
Verition Fund Management
Connecticut
$1.09M -$2.57M -21,586 -70%
CIA
775
Choate Investment Advisors
Massachusetts
$1.09M +$11.9K +100 +1%
29 30
31
32 33