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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 %
BTW
901
Boston Trust Walden
Massachusetts
$628K +$406K +3,800 +183%
P
902
Pitcairn
Pennsylvania
$619K -$31.9K -299 -5%
CF
903
Copperwynd Financial
Arizona
$619K +$10.5K +98 +2%
BCWM
904
Bartlett & Co Wealth Management
Ohio
$615K +$214K +2,000 +53%
BC
905
Bartlett & Co
Ohio
$615K +$214K +2,000 +53%
WA
906
WESPAC Advisors
California
$610K -$654K -6,122 -52%
HH
907
Hilltop Holdings
Texas
$610K +$145K +1,361 +31%
LCM
908
LVM Capital Management
Michigan
$609K – – –
SLF
909
Sun Life Financial
Ontario, Canada
$608K +$275K +2,565 +82%
RCAG
910
Rehmann Capital Advisory Group
Michigan
$598K +$80.3K +766 +16%
TF
911
TLWM Financial
Texas
$595K +$6.81K +64 +1%
XT
912
XTX Topco
Cayman Islands
$592K +$592K +5,536 New
NB
913
NBT Bank
New York
$591K -$1.6K -15 -0.3%
TIS
914
Tortoise Index Solutions
Kansas
$589K +$65.7K +615 +13%
MFG
915
Monte Financial Group
Connecticut
$588K +$38.8K +363 +7%
CTC
916
Central Trust Company
Missouri
$585K -$3.42K -32 -0.6%
TCA
917
Transcend Capital Advisors
New Jersey
$582K +$19.6K +184 +3%
BWP
918
Baldwin Wealth Partners
Massachusetts
$579K – – –
PG
919
Pendal Group
Australia
$578K -$11.7K -109 -2%
SC
920
Savant Capital
Illinois
$577K -$321 -3 -0.1%
BU
921
BBVA USA
Alabama
$573K +$573K +5,363 New
EIA
922
Edgemoor Investment Advisors
Maryland
$571K -$11.3K -106 -2%
CA
923
Crumly & Associates
Illinois
$571K +$118K +1,103 +26%
EAM
924
Eukles Asset Management
Ohio
$570K +$32.7K +306 +6%
SSWM
925
Sheets Smith Wealth Management
North Carolina
$570K +$570K +5,329 New
35 36
37
38 39