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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 %
BOS
826
Bank of Stockton
California
$874K -$111K -935 -11%
AF
827
Allworth Financial
California
$862K +$763K +6,414 +774%
RP
828
Riverbridge Partners
Minnesota
$860K -$127K -1,069 -13%
IC
829
Investment Counsel
Michigan
$860K +$161K +1,350 +23%
SIM
830
Sadoff Investment Management
Wisconsin
$859K -$53.5K -450 -6%
AC
831
Avestar Capital
New York
$856K +$856K +6,932 New
SW
832
SVB Wealth
Massachusetts
$855K +$44.6K +375 +6%
MCM
833
Manchester Capital Management
Vermont
$854K -$1.67K -14 -0.2%
FP
834
Foundry Partners
Minnesota
$853K -$13.6K -114 -2%
VFA
835
Valeo Financial Advisors
Indiana
$848K +$137K +1,151 +19%
V
836
VeraBank
Texas
$846K -$47.6K -400 -5%
OWP
837
Obermeyer Wealth Partners
Colorado
$846K +$608K +5,106 +255%
WT
838
Whittier Trust
California
$841K +$23.6K +198 +3%
BGDI
839
BW Gestao de Investimentos
Brazil
$833K +$833K +7,000 New
SIP
840
Stoneridge Investment Partners
Pennsylvania
$832K -$607K -5,100 -42%
SBIA
841
Sheaff Brock Investment Advisors
Indiana
$832K +$6.07K +51 +0.7%
WB
842
WesBanco Bank
West Virginia
$831K +$831K +6,986 New
BFM
843
Boothbay Fund Management
New York
$827K -$1.94M -16,300 -70%
BWM
844
Buckley Wealth Management
Nevada
$827K +$7.14K +60 +0.9%
CG
845
Cutler Group
California
$824K +$154K +1,292 +23%
ANRIA
846
American National Registered Investment Advisor
Texas
$817K -$476 -4 -0.1%
IIM
847
InTrack Investment Management
Vermont
$816K +$816K +6,858 New
B
848
Barings
North Carolina
$814K +$145K +1,220 +22%
AAM
849
Aureus Asset Management
Massachusetts
$813K -$29.8K -250 -4%
AL
850
ACAS LLC
California
$809K +$809K +6,800 New
32 33
34
35 36