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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 %
CCA
1001
Covey Capital Advisors
Georgia
$427K -$475K -3,994 Closed
WA
1002
WestEnd Advisors
North Carolina
$427K – – –
IAA
1003
Ironsides Asset Advisors
North Carolina
$423K -$10.2K -95 -2%
PCA
1004
Personal Capital Advisors
California
$422K +$182K +1,700 +76%
MFS
1005
Madrona Financial Services
Washington
$417K – – –
PFP
1006
Pinnacle Financial Partners
Tennessee
$416K -$142K -1,328 -25%
PWA
1007
Pinnacle Wealth Advisors
Tennessee
$416K +$416K +3,898 New
PI
1008
PEAK6 Investments
Illinois
$414K +$414K +3,873 New
GW
1009
GW & Wade
Massachusetts
$405K -$13.9K -130 -3%
PWS
1010
Peloton Wealth Strategists
Indiana
$405K -$8.44K -79 -2%
EFSCE
1011
Enterprise Financial Services Corp (EFSC)
Missouri
$404K -$61.6K -576 -13%
BEI
1012
Benjamin Edwards Inc
Missouri
$404K +$404K +3,778 New
BFM
1013
Boston Financial Management
Massachusetts
$403K -$47.4K -443 -11%
TPWA
1014
TRUE Private Wealth Advisors
Oregon
$402K -$76.3K -715 -16%
QTM
1015
qPULA Trading Management
New York
$402K +$402K +3,757 New
GIA
1016
Gateway Investment Advisers
Ohio
$401K -$19.8K -185 -5%
BP
1017
Ballentine Partners
Massachusetts
$395K +$2.57K +24 +0.7%
HI
1018
Horizon Investments
North Carolina
$387K -$1.03M -9,656 -73%
CAM
1019
ClariVest Asset Management
California
$386K – – –
IP
1020
Intellectus Partners
California
$385K +$385K +3,598 New
PM
1021
Parametrica Management
Hong Kong
$380K +$380K +3,553 New
FC
1022
Forte Capital
New York
$376K +$125K +1,167 +50%
SBH
1023
Segall Bryant & Hamill
Illinois
$371K -$5.66K -53 -2%
PP
1024
Pegasus Partners
Wisconsin
$367K – – –
SFA
1025
Semmax Financial Advisors
North Carolina
$367K +$37.8K +353 +11%
39 40
41
42 43