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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 %
FCM
1001
Fortis Capital Management
Washington
$407K +$151K +1,270 +59%
CIC
1002
Carnegie Investment Counsel
Ohio
$393K +$17.3K +145 +5%
LFAS
1003
Level Four Advisory Services
Texas
$392K -$60.6K -509 -13%
MAM
1004
Marotta Asset Management
Virginia
$391K – – –
EP
1005
EPIQ Partners
Minnesota
$390K – – –
FA
1006
FDx Advisors
Illinois
$382K +$5.12K +43 +1%
CSPIA
1007
Cary Street Partners Investment Advisory
Virginia
$381K -$39.3K -330 -9%
PCMC
1008
Paragon Capital Management (Colorado)
Colorado
$381K – – –
EH
1009
Employers Holdings
Nevada
$381K – – –
MCM
1010
MAI Capital Management
Ohio
$378K +$27.2K +229 +8%
SFO
1011
Standard Family Office
South Dakota
$377K +$10.8K +91 +3%
CAC
1012
Certified Advisory Corp
Florida
$374K +$374K +3,141 New
Kayne Anderson Rudnick Investment Management
1013
Kayne Anderson Rudnick Investment Management
California
$373K – – –
WF
1014
WoodTrust Financial
Wisconsin
$370K -$59.5K -500 -14%
NIMI
1015
Natixis Investment Managers International
France
$370K -$15.3K -129 -4%
EWM
1016
Endurance Wealth Management
Rhode Island
$370K – – –
SLF
1017
Sun Life Financial
Ontario, Canada
$370K +$330K +2,776 +819%
FNFDCM
1018
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$368K – – –
VIM
1019
Vista Investment Management
Pennsylvania
$368K +$57.6K +484 +19%
BP
1020
BBR Partners
New York
$367K -$83.7K -704 -19%
FFBTD
1021
First Financial Bank - Trust Division
Ohio
$367K +$4.4K +37 +1%
HFG
1022
Heron Financial Group
New York
$366K -$2.81K -23 -0.8%
SFA
1023
Semmax Financial Advisors
North Carolina
$366K +$58.3K +490 +19%
QCG
1024
Quadrant Capital Group
Ohio
$366K +$175K +1,473 +92%
BPA
1025
Beacon Pointe Advisors
California
$363K +$63.8K +534 +21%
39 40
41
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