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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 %
XT
776
XTX Topco
Cayman Islands
$1.04M +$443K +4,082 +74%
PDN
777
Pensionfund DSM Netherlands
Netherlands
$1.04M +$1.04M +9,600 New
SW
778
SkyOak Wealth
Michigan
$1.04M -$15.2K -140 -1%
S
779
SimplyRich
California
$1.04M – – –
CA
780
Clearstead Advisors
Ohio
$1.03M -$4.56K -42 -0.4%
JHCP
781
Jackson Hole Capital Partners
Oklahoma
$1.03M +$145K +1,337 +16%
JGUA
782
John G. Ullman & Associates
New York
$1.03M – – –
AI
783
Atom Investors
Texas
$1.02M +$1.02M +9,402 New
AI
784
AdvisorShares Investments
Maryland
$1.02M – – –
KCM
785
Kendall Capital Management
Maryland
$1M +$299K +2,760 +43%
KCM
786
Kathmere Capital Management
Pennsylvania
$1M -$104K -959 -9%
MCA
787
Mercer Capital Advisers
New Jersey
$998K – – –
PFO
788
Pathstone Family Office
New Jersey
$994K +$500K +4,610 +101%
HIA
789
Harbor Investment Advisory
Maryland
$991K -$4.23K -39 -0.4%
SWM
790
Segment Wealth Management
Texas
$985K -$35.8K -330 -4%
PBO
791
Peoples Bank (Ohio)
Ohio
$984K -$14.7K -135 -1%
BMA
792
Brooks Moore & Associates
Tennessee
$982K +$153K +1,410 +18%
NB
793
Nicolet Bankshares
Wisconsin
$978K -$21.3K -196 -2%
SCP
794
Shorepoint Capital Partners
Massachusetts
$969K +$969K +8,931 New
KFI
795
Key Financial Inc
Pennsylvania
$966K – – –
SCI
796
Stableford Capital II
Arizona
$962K -$19K -176 -2%
VI
797
Vestcor Inc
New Brunswick, Canada
$960K -$137K -1,264 -13%
FBC
798
Fairfield, Bush & Co
Connecticut
$960K +$99.3K +915 +12%
KIG
799
Kowal Investment Group
Wisconsin
$957K -$7.27K -67 -0.8%
JIC
800
Johnson Investment Counsel
Ohio
$957K +$72.2K +665 +8%
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