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Fiserv
FI

Overview Fund Activity

1,332 hedge funds and large institutions have $64.2B invested in Fiserv in 2021 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 566 increasing their positions, 428 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
23.25%
Holding in Top 10
66
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.52%
% of All Funds
1.15%
New
134
Increased
566
Reduced
428
Closed
112
Calls
$658M
Puts
$413M
Net Calls
+$245M
Net Calls Change
+$26.3M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$919M
2
VH
ValueAct Holdings
California
+$567M
3
Harris Associates
Harris Associates
Illinois
+$409M
4
Macquarie Group
Macquarie Group
Australia
+$261M
5
BlackRock
BlackRock
New York
+$231M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$2.46B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$840M
3
Bank of America
Bank of America
North Carolina
-$703M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$409M
5
CG
Carmignac Gestion
France
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
751
Intact Investment Management
Quebec, Canada
$1.14M +$225K +2,100 +24%
AWC
752
Abundance Wealth Counselors
Pennsylvania
$1.14M +$238K +2,223 +26%
PVH
753
Psagot Value Holdings
Israel
$1.12M -$18.6M -174,232 -94%
IC
754
IEQ Capital
California
$1.12M -$175K -1,642 -14%
BC
755
Burney Company
Virginia
$1.11M -$5.56K -52 -0.5%
QT
756
Quantamental Technologies
New York
$1.11M +$1.11M +10,379 New
CPA
757
Court Place Advisors
Maryland
$1.1M – – –
YIH
758
Y-Intercept (HK)
Hong Kong
$1.1M +$623K +5,828 +131%
BWM
759
BerganKDV Wealth Management
Minnesota
$1.1M +$16.6K +155 +2%
GT
760
Greenleaf Trust
Michigan
$1.1M -$109K -1,017 -9%
FWCM
761
Ferguson Wellman Capital Management
Oregon
$1.09M – – –
KCM
762
Kathmere Capital Management
Pennsylvania
$1.09M – – –
VI
763
Vestcor Inc
New Brunswick, Canada
$1.08M -$63.8K -597 -6%
FTDI
764
First Trust Direct Indexing
Massachusetts
$1.08M +$379K +3,541 +54%
BCM
765
Brown Capital Management
Maryland
$1.08M -$10.9K -102 -1%
CIA
766
Choate Investment Advisors
Massachusetts
$1.08M +$93.9K +879 +10%
FCH
767
Freestone Capital Holdings
Washington
$1.07M +$7.8K +73 +0.7%
LOAMU
768
Lombard Odier Asset Management (USA)
New York
$1.07M -$1.07M -10,000 -50%
CIC
769
Chase Investment Counsel
Virginia
$1.06M – – –
QIM
770
Quantitative Investment Management
Virginia
$1.06M +$1.06M +9,914 New
PCM
771
Poehling Capital Management
Wisconsin
$1.06M +$243K +2,274 +30%
CBT
772
Central Bank & Trust
Kentucky
$1.05M – – –
KWM
773
Kingsview Wealth Management
Oregon
$1.04M +$9.1K +84 +0.9%
E
774
Ergoteles
New York
$1.04M +$1.04M +9,722 New
SW
775
SkyOak Wealth
Michigan
$1.04M -$26.8K -251 -3%
29 30
31
32 33