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Fiserv
FI

Overview Fund Activity

1,332 hedge funds and large institutions have $64.2B invested in Fiserv in 2021 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 566 increasing their positions, 428 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
23.25%
Holding in Top 10
66
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.52%
% of All Funds
1.15%
New
134
Increased
566
Reduced
428
Closed
112
Calls
$658M
Puts
$413M
Net Calls
+$245M
Net Calls Change
+$26.3M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$919M
2
VH
ValueAct Holdings
California
+$567M
3
Harris Associates
Harris Associates
Illinois
+$409M
4
Macquarie Group
Macquarie Group
Australia
+$261M
5
BlackRock
BlackRock
New York
+$231M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$2.46B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$840M
3
Bank of America
Bank of America
North Carolina
-$703M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$409M
5
CG
Carmignac Gestion
France
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
876
Stokes Family Office
Louisiana
$686K +$50.5K +472 +8%
CBT
877
CoreFirst Bank & Trust
Kansas
$684K – – –
BWAM
878
Boyd Watterson Asset Management
Ohio
$682K +$4.81K +45 +0.7%
American Century Companies
879
American Century Companies
Missouri
$681K +$131K +1,222 +24%
LI
880
Lafayette Investments
Maryland
$681K +$681K +6,374 New
QSS
881
Quantitative Systematic Strategies
Florida
$681K +$681K +6,374 New
CC
882
Centiva Capital
New York
$680K +$680K +6,358 New
SAM
883
Sompo Asset Management
Japan
$672K +$44.9K +420 +7%
CCIA
884
Campbell & Co Investment Adviser
Maryland
$668K +$668K +6,254 New
SIM
885
Sentry Investment Management
Wisconsin
$666K +$137K +1,286 +26%
IAN
886
Integrated Advisors Network
Texas
$665K +$52.9K +495 +9%
FP
887
Foundry Partners
Minnesota
$659K -$107K -1,005 -14%
FFG
888
Fortem Financial Group
California
$657K +$12.2K +114 +2%
AIA
889
AGF Investments America
Ontario, Canada
$655K +$655K +6,131 New
CGL
890
Clarius Group LLC
Washington
$653K -$2.24K -21 -0.3%
AWP
891
Accretive Wealth Partners
New Jersey
$653K +$53.6K +501 +9%
BOM
892
Bank of Marin
California
$651K +$4.81K +45 +0.7%
WCM
893
Weld Capital Management
New York
$649K -$292K -2,732 -31%
IAA
894
Independent Advisor Alliance
North Carolina
$646K +$173K +1,617 +37%
OC
895
Oppenheimer & Co
New York
$640K -$31.2K -292 -5%
AssetMark Inc
896
AssetMark Inc
California
$638K -$65.7K -615 -9%
AIC
897
Argus Investors Counsel
New York
$637K +$37.1K +347 +6%
SEIA
898
Signature Estate & Investment Advisors
California
$636K -$192K -1,794 -23%
PCM
899
Parsons Capital Management
Rhode Island
$632K – – –
PAS
900
Park Avenue Securities
New York
$632K +$50.1K +469 +9%
34 35
36
37 38