FI icon

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 %
RC
976
RBF Capital
California
$476K – – –
MGIA
977
Moneta Group Investment Advisors
Missouri
$476K +$83.9K +705 +21%
VCP
978
Vista Capital Partners
Oregon
$476K +$119K +1,000 +33%
CCA
979
Covey Capital Advisors
Georgia
$475K -$31K -261 -6%
GIA
980
Gateway Investment Advisers
Ohio
$468K +$15.4K +129 +3%
IAIM
981
International Assets Investment Management
Florida
$467K +$309K +29,527 +196%
GW
982
GW & Wade
Massachusetts
$466K +$190K +1,600 +69%
MFS
983
Madrona Financial Services
Washington
$464K +$4.99K +42 +1%
PWS
984
Peloton Wealth Strategists
Indiana
$461K -$71.4K -600 -13%
SP
985
Symmetry Partners
Connecticut
$458K -$176K -1,478 -28%
1SB
986
1ST Source Bank
Indiana
$457K – – –
BC
987
Bartlett & Co
Ohio
$447K -$51.8K -435 -10%
BCWM
988
Bartlett & Co Wealth Management
Ohio
$447K -$51.8K -435 -10%
CLOS
989
Compagnie Lombard Odier SCmA
Switzerland
$440K +$440K +3,700 New
BP
990
Ballentine Partners
Massachusetts
$437K -$11.2K -94 -2%
SC
991
Shay Capital
New York
$436K -$636K -5,341 -59%
BAM
992
Belpointe Asset Management
Nevada
$435K +$142K +1,190 +48%
CAM
993
ClariVest Asset Management
California
$430K -$11.9K -100 -3%
BCA
994
Bay Colony Advisors
Massachusetts
$420K -$63.4K -532 -13%
SBH
995
Segall Bryant & Hamill
Illinois
$418K -$2.37K -20 -0.6%
CCM
996
Coldstream Capital Management
Washington
$416K +$35.8K +301 +9%
PTC
997
Provident Trust Company
Wisconsin
$414K – – –
MWM
998
Mission Wealth Management
California
$414K +$1.19K +10 +0.3%
PP
999
Pegasus Partners
Wisconsin
$409K – – –
OPA
1000
Old Port Advisors
Maine
$408K +$16.8K +141 +4%
38 39
40
41 42