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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 %
CNBTD
976
Citizens National Bank Trust Department
Mississippi
$460K – – –
PAM
977
Paradigm Asset Management
New York
$460K -$32.1K -300 -7%
CCA
978
Checchi Capital Advisers
California
$459K -$94.1K -880 -17%
FNBTCON
979
First National Bank & Trust Co of Newtown
Pennsylvania
$457K – – –
SPC
980
Sigma Planning Corp
Michigan
$453K -$651K -6,096 -59%
SP
981
Symmetry Partners
Connecticut
$450K +$39K +365 +9%
EWM
982
Evermay Wealth Management
Virginia
$449K -$77K -720 -15%
MLL
983
Moody Lynn & Lieberson
Massachusetts
$448K – – –
WP
984
WMS Partners
Maryland
$448K – – –
JAFL
985
Jay A. Fishman Ltd
Michigan
$447K – – –
UR
986
USCA RIA
Texas
$446K -$8.97K -84 -2%
PK
987
Pflug Koory
Nebraska
$445K +$7.8K +73 +2%
HTC
988
Haverford Trust Company
Pennsylvania
$445K +$445K +4,164 New
ETC
989
Exchange Traded Concepts
Oklahoma
$441K -$1.99M -18,639 -82%
GD
990
Grandfield & Dodd
New York
$440K -$214K -2,000 -33%
1SB
991
1ST Source Bank
Indiana
$439K +$28.3K +265 +7%
APP
992
Alpha Paradigm Partners
Illinois
$438K +$438K +4,099 New
SFO
993
Standard Family Office
South Dakota
$432K +$93.4K +875 +28%
First Manhattan
994
First Manhattan
New York
$431K -$10.7K -100 -2%
IC
995
Intersect Capital
California
$430K -$17.4K -163 -4%
PWP
996
Principle Wealth Partners
Connecticut
$429K – – –
IC
997
Inscription Capital
Texas
$429K +$429K +4,010 New
RC
998
RBF Capital
California
$428K – – –
VCP
999
Vista Capital Partners
Oregon
$428K +$748 +7 +0.2%
EWM
1000
Empirical Wealth Management
Washington
$428K +$428K +4,000 New
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40
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