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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 %
FFG
876
Fortem Financial Group
California
$718K -$79.6K -669 -10%
RF
877
Rollins Financial
Georgia
$717K -$119K -1,000 -14%
TI
878
Tidal Investments
Wisconsin
$717K +$166K +1,391 +30%
FANJ
879
Financial Architects (New Jersey)
New Jersey
$714K +$340K +2,856 +91%
YIA
880
YHB Investment Advisors
Connecticut
$713K -$170K -1,355 -19%
Jones Financial Companies
881
Jones Financial Companies
Missouri
$707K -$23.7K -199 -3%
BCM
882
Bluefin Capital Management
New York
$707K +$707K +5,940 New
PCM
883
Parsons Capital Management
Rhode Island
$704K -$23.8K -200 -3%
SAM
884
Sompo Asset Management
Japan
$699K -$367K -3,080 -34%
IAN
885
Integrated Advisors Network
Texas
$682K +$341K +2,867 +100%
MHS
886
M Holdings Securities
Oregon
$680K +$680K +5,711 New
LCM
887
LVM Capital Management
Michigan
$679K -$59.6K -500 -8%
CF
888
Copperwynd Financial
Arizona
$678K -$27.5K -231 -4%
AIC
889
Argus Investors Counsel
New York
$669K -$63.8K -536 -9%
AWP
890
Accretive Wealth Partners
New Jersey
$667K +$91.9K +772 +16%
NB
891
NBT Bank
New York
$660K -$3.57K -30 -0.5%
BUB
892
BBVA USA Bancshares
Texas
$658K -$28.1K -236 -4%
TF
893
TLWM Financial
Texas
$658K +$24.1K +202 +4%
PG
894
Pendal Group
Australia
$657K -$12.9K -108 -2%
CTC
895
Central Trust Company
Missouri
$656K -$66.3K -557 -9%
ACS
896
Archford Capital Strategies
Illinois
$654K +$152K +1,213 +30%
EIA
897
Edgemoor Investment Advisors
Maryland
$649K +$11.2K +94 +2%
PAS
898
Park Avenue Securities
New York
$648K -$41.8K -351 -6%
BWP
899
Baldwin Wealth Partners
Massachusetts
$644K -$23.8K -200 -4%
SC
900
Savant Capital
Illinois
$643K -$84.1K -706 -12%
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36
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