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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 %
CFGS
1026
Concourse Financial Group Securities
Alabama
$360K +$300K +2,520 +498%
KPWS
1027
Kestra Private Wealth Services
Texas
$359K +$111K +930 +45%
AIM
1028
Arcadia Investment Management
Michigan
$357K – – –
KA
1029
Kovack Advisors
Florida
$356K +$26.6K +223 +8%
CC
1030
Copperleaf Capital
North Carolina
$356K +$356K +2,993 New
IA
1031
IFP Advisors
Florida
$355K +$97.4K +817 +38%
ACP
1032
Arcus Capital Partners
Georgia
$354K +$31.4K +264 +10%
CCA
1033
Clearwater Capital Advisors
Illinois
$354K +$50.9K +427 +17%
GRP
1034
Global Retirement Partners
California
$353K +$228K +1,919 +183%
OPS
1035
Orion Portfolio Solutions
Nebraska
$352K +$37.6K +316 +12%
GA
1036
GFS Advisors
Texas
$351K +$351K +2,945 New
QCM
1037
Quest Capital Management
Texas
$345K +$46.5K +391 +16%
JF
1038
Jump Financial
Illinois
$345K +$345K +2,901 New
JWM
1039
JGP Wealth Management
Oregon
$343K – – –
PWM
1040
Perigon Wealth Management
California
$343K +$305K +2,558 +799%
ISL
1041
Ingalls & Snyder LLC
New York
$342K +$55.7K +468 +19%
SWM
1042
SeaCrest Wealth Management
New York
$340K +$1.79K +15 +0.5%
IIM
1043
Ipswich Investment Management
Massachusetts
$335K – – –
WJWM
1044
Williams Jones Wealth Management
New York
$333K -$10.7K -90 -3%
CFS
1045
CRA Financial Services
New Jersey
$333K – – –
WAM
1046
Wolverine Asset Management
Illinois
$331K -$214K -1,798 -39%
CWM
1047
Circle Wealth Management
New Jersey
$331K -$834 -7 -0.3%
AWA
1048
Arete Wealth Advisors
Illinois
$331K +$4.76K +40 +1%
SC
1049
Scholtz & Company
Connecticut
$331K +$331K +2,780 New
CF
1050
Centaurus Financial
California
$330K -$37.6K -315 -10%
40 41
42
43 44