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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 %
BC
751
Burney Company
Virginia
$1.15M +$27.3K +252 +2%
FTDI
752
First Trust Direct Indexing
Massachusetts
$1.15M +$52K +479 +5%
FCH
753
Freestone Capital Holdings
Washington
$1.13M +$45.8K +422 +4%
ER
754
Enlightenment Research
Florida
$1.13M +$1.13M +10,400 New
KWMG
755
King Wealth Management Group
Florida
$1.12M -$543K -5,000 -33%
GI
756
GAMCO Investors
Connecticut
$1.12M +$890K +8,201 +383%
CPA
757
Court Place Advisors
Maryland
$1.12M – – –
AF
758
Advisornet Financial
Minnesota
$1.12M -$740K -6,822 -40%
Twin Tree Management
759
Twin Tree Management
Texas
$1.12M -$2.49M -22,948 -69%
Koshinski Asset Management
760
Koshinski Asset Management
Illinois
$1.11M +$260K +2,393 +30%
FWCM
761
Ferguson Wellman Capital Management
Oregon
$1.11M – – –
CIA
762
Choate Investment Advisors
Massachusetts
$1.09M – – –
VVP
763
Venture Visionary Partners
Ohio
$1.09M +$810K +7,468 +288%
MSCM
764
McElhenny Sheffield Capital Management
Texas
$1.09M +$1.09M +10,008 New
ERSOT
765
Employees Retirement System of Texas
Texas
$1.09M +$1.09M +10,000 New
GT
766
Greenleaf Trust
Michigan
$1.08M -$28.4K -262 -3%
SAM
767
Steinberg Asset Management
New York
$1.08M +$1.08M +9,957 New
CIC
768
Chase Investment Counsel
Virginia
$1.08M – – –
FIA
769
Foundations Investment Advisors
Arizona
$1.07M +$347K +3,215 +48%
CBT
770
Central Bank & Trust
Kentucky
$1.07M – – –
FDS
771
Freedom Day Solutions
Texas
$1.07M +$1.07M +9,831 New
CA
772
Cetera Advisors
Colorado
$1.07M -$836K -7,698 -44%
VWM
773
Venturi Wealth Management
Texas
$1.06M +$265K +2,443 +33%
OSAM
774
O'Shaughnessy Asset Management
Connecticut
$1.05M +$152K +1,405 +17%
PCM
775
Poehling Capital Management
Wisconsin
$1.05M -$24.5K -226 -2%
29 30
31
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