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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 %
FHA
776
Flagship Harbor Advisors
Massachusetts
$1.09M +$51.4K +432 +5%
CT
777
Chicago Trust
Illinois
$1.09M +$14.6K +123 +1%
CAN
778
Cetera Advisor Networks
California
$1.09M +$177K +1,487 +19%
PCH
779
PGIM Custom Harvest
New Jersey
$1.08M +$1.08M +9,051 New
CAM
780
Cresset Asset Management
Illinois
$1.08M +$234K +1,967 +28%
OSAM
781
O'Shaughnessy Asset Management
Connecticut
$1.07M +$85.2K +716 +9%
KFI
782
Key Financial Inc
Pennsylvania
$1.06M – – –
KIG
783
Kowal Investment Group
Wisconsin
$1.06M -$3.33K -28 -0.3%
SCI
784
Stableford Capital II
Arizona
$1.05M -$1.19K -10 -0.1%
PM
785
Penbrook Management
New York
$1.05M -$78.4K -659 -7%
AI
786
AdvisorShares Investments
Maryland
$1.05M +$63.1K +530 +6%
WCM
787
Weld Capital Management
New York
$1.05M +$1.05M +8,805 New
PCIA
788
Prime Capital Investment Advisors
Kansas
$1.02M -$83.3K -700 -8%
UB
789
UMB Bank
Missouri
$1.02M -$41K -344 -4%
IIM
790
Intact Investment Management
Quebec, Canada
$1.02M -$23.8K -200 -2%
SCP
791
Shorepoint Capital Partners
Massachusetts
$1.02M +$120K +1,011 +13%
MPM
792
Meritage Portfolio Management
Kansas
$1M – – –
AWC
793
Abundance Wealth Counselors
Pennsylvania
$1M +$52.4K +440 +6%
ST
794
Smithfield Trust
Pennsylvania
$993K +$360K +3,025 +57%
HB
795
Homrich & Berg
Georgia
$992K +$1.79K +15 +0.2%
APA
796
American Portfolios Advisors
New York
$991K +$65.9K +554 +7%
HIA
797
Harbor Investment Advisory
Maryland
$991K +$224K +1,878 +29%
CCP
798
Corient Capital Partners
California
$990K -$847K -7,114 -46%
Los Angeles Capital Management
799
Los Angeles Capital Management
California
$985K -$466K -3,910 -32%
HAG
800
HighPoint Advisor Group
Illinois
$982K +$98.2K +790 +11%
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