FI icon

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 %
AIM
1026
Axiom Investment Management
New York
$354K +$354K +3,251 New
PAS
1027
Park Avenue Securities
New York
$353K -$289K -2,660 -45%
SSB
1028
Sandy Spring Bank
Maryland
$349K – – –
EFS
1029
Essex Financial Services
Connecticut
$349K +$21.9K +202 +7%
EN1L
1030
Engine No 1 LLC
California
$349K +$142K +1,308 +69%
GRP
1031
Global Retirement Partners
California
$348K +$4.89K +45 +1%
MAM
1032
Marotta Asset Management
Virginia
$347K – – –
AMM
1033
American Money Management
California
$347K +$347K +3,200 New
PTC
1034
Provident Trust Company
Wisconsin
$345K – – –
WGAM
1035
Wilkinson Global Asset Management
New York
$344K -$19.1M -175,874 -98%
EFL
1036
ERn Financial LLC
Wisconsin
$341K +$341K +3,146 New
SFA
1037
Semmax Financial Advisors
North Carolina
$338K -$34.6K -319 -9%
EWM
1038
Endurance Wealth Management
Rhode Island
$337K – – –
FNFDCM
1039
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$335K – – –
CC
1040
Copperleaf Capital
North Carolina
$335K +$11.4K +105 +4%
QCM
1041
Quest Capital Management
Texas
$333K +$977 +9 +0.3%
AA
1042
Addison Advisors
Vermont
$332K – – –
BCA
1043
Berman Capital Advisors
Georgia
$332K +$92.5K +855 +39%
KPWS
1044
Kestra Private Wealth Services
Texas
$331K +$29.2K +269 +10%
HFG
1045
Heron Financial Group
New York
$325K – – –
ONB
1046
Old National Bancorp
Indiana
$325K +$325K +2,998 New
ACL
1047
Azora Capital LP
Florida
$324K +$324K +2,988 New
SB
1048
Strategic Blueprint
Georgia
$323K -$24.8K -228 -7%
Kayne Anderson Rudnick Investment Management
1049
Kayne Anderson Rudnick Investment Management
California
$319K -$21.5K -198 -6%
OPA
1050
Old Port Advisors
Maine
$317K -$5.22K -48 -2%
40 41
42
43 44