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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 %
IIC
851
Integrated Investment Consultants
Michigan
$802K +$834 +7 +0.1%
IFWM
852
Institute for Wealth Management
Colorado
$796K +$35.1K +295 +5%
IIA
853
ICW Investment Advisors
Arizona
$793K +$12K +101 +2%
AP
854
Advisors Preferred
Maryland
$789K +$2.2K +18 +0.3%
AssetMark Inc
855
AssetMark Inc
California
$784K -$19.5K -164 -2%
FTDI
856
First Trust Direct Indexing
Massachusetts
$782K +$46.6K +391 +6%
FWC
857
First Washington Corp
Washington
$774K +$774K +6,500 New
WP
858
Waycross Partners
Kentucky
$774K +$774K +6,500 New
KCM
859
Kendall Capital Management
Maryland
$772K -$15.5K -130 -2%
DC
860
Davenport & Co
Virginia
$763K -$41.6K -349 -5%
CBT
861
CoreFirst Bank & Trust
Kansas
$762K – – –
KeyBank National Association
862
KeyBank National Association
Ohio
$762K +$48.5K +407 +7%
BWAM
863
Boyd Watterson Asset Management
Ohio
$755K +$30.3K +254 +4%
OC
864
Oppenheimer & Co
New York
$748K -$672K -5,639 -47%
VF
865
Virtu Financial
New York
$747K -$503K -4,222 -40%
FIA
866
Foundations Investment Advisors
Arizona
$737K +$85.4K +693 +13%
SFS
867
Sowell Financial Services
Arkansas
$731K +$14.6K +124 +2%
GD
868
Grandfield & Dodd
New York
$730K -$58.5K -490 -7%
CGL
869
Clarius Group LLC
Washington
$730K +$14.8K +124 +2%
SFO
870
Stokes Family Office
Louisiana
$729K +$82.6K +674 +13%
P
871
Pitcairn
Pennsylvania
$725K +$8.57K +72 +1%
BMA
872
Brooks Moore & Associates
Tennessee
$723K +$267K +2,240 +58%
VAS
873
Vestmark Advisory Solutions
Massachusetts
$722K +$722K +6,068 New
BOM
874
Bank of Marin
California
$720K +$60K +504 +9%
Balyasny Asset Management
875
Balyasny Asset Management
Illinois
$720K +$720K +6,048 New
33 34
35
36 37