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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 %
Verition Fund Management
776
Verition Fund Management
Connecticut
$1.04M +$53.9K +504 +5%
QI
777
QS Investors
New York
$1.03M -$107 -1 -0%
KFI
778
Key Financial Inc
Pennsylvania
$1.03M – – –
CAM
779
Cresset Asset Management
Illinois
$1.02M +$59.2K +554 +6%
S
780
SimplyRich
California
$1.02M – – –
CA
781
Clearstead Advisors
Ohio
$1.02M +$4.49K +42 +0.4%
CWM
782
Chesapeake Wealth Management
Virginia
$1.01M -$59.6K -558 -6%
JGUA
783
John G. Ullman & Associates
New York
$1.01M -$21.4K -200 -2%
IBOK
784
Independence Bank of Kentucky
Kentucky
$1.01M +$169K +1,585 +20%
SWM
785
Segment Wealth Management
Texas
$1.01M -$641 -6 -0.1%
AI
786
AdvisorShares Investments
Maryland
$1M +$56.9K +532 +6%
NB
787
Nicolet Bankshares
Wisconsin
$985K -$16.4K -153 -2%
PBO
788
Peoples Bank (Ohio)
Ohio
$983K -$4.27K -40 -0.4%
MCA
789
Mercer Capital Advisers
New Jersey
$983K – – –
HIA
790
Harbor Investment Advisory
Maryland
$980K +$90.5K +847 +10%
SCI
791
Stableford Capital II
Arizona
$973K +$27.5K +257 +3%
PCH
792
PGIM Custom Harvest
New Jersey
$967K – – –
KIG
793
Kowal Investment Group
Wisconsin
$950K – – –
TI
794
Tidal Investments
Wisconsin
$940K +$297K +2,775 +46%
Federated Hermes
795
Federated Hermes
Pennsylvania
$906K +$359K +3,362 +66%
APA
796
American Portfolios Advisors
New York
$905K +$15.1K +141 +2%
DL
797
DOHJ LLC
Washington
$897K -$118K -1,101 -12%
CAPTRUST Financial Advisors
798
CAPTRUST Financial Advisors
North Carolina
$892K -$229K -2,138 -20%
ST
799
Smithfield Trust
Pennsylvania
$892K – – –
HB
800
Homrich & Berg
Georgia
$891K +$427 +4 +0%
30 31
32
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