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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 %
BCA
951
Bay Colony Advisors
Massachusetts
$504K +$127K +1,190 +34%
GP
952
Girard Partners
Pennsylvania
$500K +$500K +4,679 New
MGIA
953
Moneta Group Investment Advisors
Missouri
$496K +$68.5K +641 +16%
PJSIMP
954
P.J. Schmidt Investment Management (PJS)
Wisconsin
$492K -$33.1K -296 -6%
SCA
955
Stonebridge Capital Advisors
Minnesota
$491K +$249K +2,211 +103%
CIA
956
Citadel Investment Advisory
Ohio
$490K – – –
CCM
957
Condor Capital Management
New Jersey
$487K – – –
SCA
958
STALEY CAPITAL ADVISERS
Pennsylvania
$486K – – –
PFO
959
Pathstone Family Office
New Jersey
$486K +$237K +2,215 +95%
OL
960
Optas LLC
Texas
$484K +$7.58K +71 +2%
SC
961
Shay Capital
New York
$481K +$89.9K +841 +23%
MA
962
Mutual Advisors
Nebraska
$479K +$39.8K +373 +9%
FL
963
Fort LP
Maryland
$479K +$479K +4,483 New
TIA
964
Tiemann Investment Advisors
California
$476K -$10.7K -100 -2%
KA
965
Kintegral Advisory
New York
$476K – – –
Fiera Capital (Canada)
966
Fiera Capital (Canada)
Quebec, Canada
$475K -$911K -8,532 -66%
CPA
967
Clear Perspective Advisors
Illinois
$475K +$641 +6 +0.1%
MWM
968
Minot Wealth Management
Massachusetts
$475K +$1.98K +18 +0.4%
DFCM
969
Dark Forest Capital Management
Puerto Rico
$474K +$474K +4,430 New
MAFM
970
Mid Atlantic Financial Management
Pennsylvania
$471K +$27.8K +260 +6%
BPA
971
Beacon Pointe Advisors
California
$470K +$145K +1,358 +45%
KWA
972
KCS Wealth Advisory
California
$468K – – –
WMA
973
Wealth Management Associates
New Jersey
$466K – – –
DCM
974
Donaldson Capital Management
Indiana
$465K -$77.9K -729 -14%
CIA
975
Capital Investment Advisors
Georgia
$462K +$9.73K +91 +2%
37 38
39
40 41