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Fiserv
FI

Overview Fund Activity

1,317 hedge funds and large institutions have $65B invested in Fiserv in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 540 increasing their positions, 444 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
23.13%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.16%
New
121
Increased
540
Reduced
444
Closed
122
Calls
$683M
Puts
$537M
Net Calls
+$145M
Net Calls Change
-$100M

Top Buyers

1
VH
ValueAct Holdings
California
+$518M
2
Harris Associates
Harris Associates
Illinois
+$453M
3
Dodge & Cox
Dodge & Cox
California
+$275M
4
Franklin Resources
Franklin Resources
California
+$229M
5
Parnassus Investments
Parnassus Investments
California
+$176M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$480M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$460M
3
FPP
Findlay Park Partners
United Kingdom
-$303M
4
Ameriprise
Ameriprise
Minnesota
-$249M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
1001
Moneta Group Investment Advisors
Missouri
$418K -$85.4K -787 -17%
TPWA
1002
TRUE Private Wealth Advisors
Oregon
$416K +$7.69K +71 +2%
SS
1003
Simplicity Solutions
Minnesota
$416K +$112K +1,033 +37%
QCG
1004
Quadrant Capital Group
Ohio
$414K +$58.3K +537 +16%
PAM
1005
Paradigm Asset Management
New York
$412K -$54.3K -500 -12%
BFM
1006
Boston Financial Management
Massachusetts
$409K – – –
ZCA
1007
Zeke Capital Advisors
Pennsylvania
$409K +$203K +1,872 +98%
YIA
1008
YHB Investment Advisors
Connecticut
$398K -$179K -1,649 -31%
BP
1009
Ballentine Partners
Massachusetts
$398K -$3.7K -34 -0.9%
ACP
1010
Arcus Capital Partners
Georgia
$398K +$47.7K +439 +14%
AI
1011
AXS Investments
New York
$398K +$398K +3,666 New
KA
1012
Kovack Advisors
Florida
$396K +$59K +543 +17%
GIA
1013
Gateway Investment Advisers
Ohio
$393K -$13.6K -125 -3%
OPS
1014
Orion Portfolio Solutions
Nebraska
$393K +$61.3K +565 +18%
BFG
1015
Beacon Financial Group
Texas
$386K +$386K +3,492 New
SBH
1016
Segall Bryant & Hamill
Illinois
$380K +$4.32K +40 +1%
PP
1017
Pegasus Partners
Wisconsin
$373K – – –
BOH
1018
Bank of Hawaii
Hawaii
$369K -$1.57M -14,464 -81%
SWP
1019
Strategic Wealth Partners
Ohio
$369K +$2.17K +20 +0.6%
PK
1020
Pflug Koory
Nebraska
$365K -$86.8K -800 -19%
MWC
1021
MBM Wealth Consultants
Missouri
$364K +$364K +3,356 New
FC
1022
Forte Capital
New York
$358K -$23.3K -215 -6%
EI
1023
Ellevest Inc
New York
$358K +$95.7K +883 +36%
EP
1024
EPIQ Partners
Minnesota
$356K – – –
GTCM
1025
Gyon Technologies Capital Management
New Jersey
$356K +$356K +3,284 New
39 40
41
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