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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 %
S
801
Seeyond
France
$975K +$157K +1,315 +19%
GC
802
Grimes & Company
Massachusetts
$963K +$963K +8,093 New
WI
803
Wintrust Investments
Illinois
$958K +$958K +8,051 New
WT
804
Washington Trust
Rhode Island
$957K +$22.1K +186 +2%
BCAM
805
Boston Common Asset Management
Massachusetts
$934K – – –
TI
806
tru Independence
Oregon
$933K -$28.9K -243 -3%
IBOK
807
Independence Bank of Kentucky
Kentucky
$932K -$132K -1,110 -12%
SHGA
808
Sand Hill Global Advisors
California
$924K -$17.6K -148 -2%
SEIA
809
Signature Estate & Investment Advisors
California
$921K -$31.5M -264,492 -97%
CM
810
Capula Management
Cayman Islands
$919K -$31.4K -264 -3%
PGFC
811
Peapack-Gladstone Financial Corp
New Jersey
$911K +$53.1K +446 +6%
PCM
812
Poehling Capital Management
Wisconsin
$906K +$906K +7,607 New
SL
813
Stevard LLC
Illinois
$905K – – –
TAM
814
Townsend Asset Management
North Carolina
$903K -$95.3K -800 -10%
ST
815
Spinnaker Trust
Maine
$903K -$22.6K -190 -2%
HSA
816
HBK Sorce Advisory
Pennsylvania
$901K +$77.9K +654 +9%
OFS
817
Orrstown Financial Services
Pennsylvania
$898K +$15K +123 +2%
CI
818
Conning Inc
Connecticut
$897K -$64.3K -540 -7%
JIC
819
Johnson Investment Counsel
Ohio
$891K +$54.3K +456 +6%
SWP
820
Stratos Wealth Partners
Ohio
$887K -$3.69K -31 -0.4%
VWM
821
Venturi Wealth Management
Texas
$887K +$13.5K +113 +2%
CPO
822
Cerity Partners OCIO
New York
$883K +$18.7K +157 +2%
FBC
823
Fairfield, Bush & Co
Connecticut
$883K +$229K +1,925 +35%
JHCP
824
Jackson Hole Capital Partners
Oklahoma
$879K +$26K +218 +3%
AWP
825
Abacus Wealth Partners
California
$876K – – –
31 32
33
34 35