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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 %
TAM
851
Townsend Asset Management
North Carolina
$769K -$97.7K -900 -11%
EF
852
Empirical Finance
Pennsylvania
$768K +$52.2K +481 +7%
WT
853
Whittier Trust
California
$762K +$1.74K +16 +0.2%
WB
854
WesBanco Bank
West Virginia
$760K -$9.34K -86 -1%
SBIA
855
Sheaff Brock Investment Advisors
Indiana
$757K -$650 -6 -0.1%
OC
856
Oppenheimer & Co
New York
$757K +$107K +985 +16%
FL
857
Fort LP
Maryland
$757K +$271K +2,498 +56%
BOM
858
Bank of Marin
California
$753K +$91.9K +847 +14%
BOS
859
Bank of Stockton
California
$751K -$9.98K -92 -1%
MWM
860
Mission Wealth Management
California
$748K +$1.74K +16 +0.2%
BBNA
861
Bremer Bank National Association
Minnesota
$745K +$745K +6,867 New
AAM
862
Aureus Asset Management
Massachusetts
$741K – – –
CAC
863
Certified Advisory Corp
Florida
$740K -$3.14K -29 -0.4%
ANRIA
864
American National Registered Investment Advisor
Texas
$738K -$2.06K -19 -0.3%
AL
865
ACAS LLC
California
$738K – – –
NICM
866
Neo Ivy Capital Management
New York
$735K +$226K +2,317 +44%
OFS
867
Orrstown Financial Services
Pennsylvania
$732K -$18.7K -172 -2%
FCM
868
Fortis Capital Management
Washington
$726K +$156K +1,438 +27%
OWP
869
Obermeyer Wealth Partners
Colorado
$718K – – –
F
870
F3Logic
Minnesota
$713K +$713K +6,380 New
AIC
871
Argus Investors Counsel
New York
$708K +$61.2K +564 +9%
FWC
872
First Washington Corp
Washington
$705K – – –
AWP
873
Accretive Wealth Partners
New Jersey
$705K +$42.5K +392 +6%
IFWM
874
Institute for Wealth Management
Colorado
$701K -$6.94K -64 -1%
SPC
875
Sigma Planning Corp
Michigan
$697K +$237K +2,186 +52%
33 34
35
36 37