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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 %
RGC
901
Roberts, Glore & Co
Illinois
$641K -$10.7K -90 -2%
CW
902
CreativeOne Wealth
Kansas
$640K +$107K +899 +20%
WA
903
Wambolt & Associates
Colorado
$629K -$13.2K -108 -2%
TCA
904
Transcend Capital Advisors
New Jersey
$626K +$4.28K +36 +0.7%
EF
905
Empirical Finance
Pennsylvania
$625K – – –
PFP
906
Pinnacle Financial Partners
Tennessee
$622K +$119K +1,001 +24%
LCS
907
Levin Capital Strategies
New York
$619K -$809K -6,800 -57%
ALAM
908
Asahi Life Asset Management
Japan
$617K +$10.7K +90 +2%
CCA
909
Checchi Capital Advisers
California
$616K +$3.81K +32 +0.6%
MAM
910
Meeder Asset Management
Ohio
$614K +$167K +1,405 +37%
American Century Companies
911
American Century Companies
Missouri
$613K +$181K +1,520 +42%
MFG
912
Monte Financial Group
Connecticut
$612K +$47.3K +397 +8%
MSE
913
MUFG Securities EMEA
United Kingdom
$611K -$4.3M -36,082 -88%
JMFC
914
J.M. Forbes & Co
Massachusetts
$610K -$10.7K -90 -2%
Federated Hermes
915
Federated Hermes
Pennsylvania
$609K -$4.17K -35 -0.7%
EIP
916
Ellis Investment Partners
Pennsylvania
$605K +$11.9K +100 +2%
DCM
917
Donaldson Capital Management
Indiana
$605K +$12.1K +102 +2%
NEI
918
Northwest & Ethical Investments
Ontario, Canada
$601K +$601K +5,046 New
EAM
919
Eukles Asset Management
Ohio
$599K +$91.9K +772 +18%
MCM
920
Maltese Capital Management
New York
$596K -$3.1M -26,001 -84%
IWC
921
Integrated Wealth Concepts
Massachusetts
$595K -$25.8K -217 -4%
AC
922
Alexandria Capital
Virginia
$595K – – –
SIM
923
Sentry Investment Management
Wisconsin
$589K -$3.16M -26,507 -84%
RCAG
924
Rehmann Capital Advisory Group
Michigan
$588K +$43K +361 +8%
EWM
925
Evermay Wealth Management
Virginia
$585K -$27.4K -230 -4%
35 36
37
38 39