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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 %
NIMI
1051
Natixis Investment Managers International
France
$323K -$8.74K -82 -3%
IAIM
1052
International Assets Investment Management
Florida
$322K -$161K -14,857 -33%
EFS
1053
Essex Financial Services
Connecticut
$322K +$322K +3,011 New
MIH
1054
Meitav Investment House
Israel
$321K +$214 +2 +0.1%
HFG
1055
Heron Financial Group
New York
$320K – – –
CC
1056
Copperleaf Capital
North Carolina
$319K -$962 -9 -0.3%
ISL
1057
Ingalls & Snyder LLC
New York
$318K +$11.2K +105 +4%
GA
1058
GFS Advisors
Texas
$315K – – –
MRCM
1059
M&R Capital Management
New Jersey
$315K +$267K +2,500 +559%
LOAMS
1060
Lombard Odier Asset Management (Switzerland)
Switzerland
$314K +$36.1K +338 +13%
CCA
1061
Clearwater Capital Advisors
Illinois
$312K -$5.34K -50 -2%
JWM
1062
JGP Wealth Management
Oregon
$308K – – –
WJWM
1063
Williams Jones Wealth Management
New York
$307K +$7.49K +70 +3%
LBD
1064
Landsberg Bennett & Dubbaneh
Florida
$307K +$31.2K +293 +11%
LIM
1065
Leavell Investment Management
Alabama
$303K – – –
CF
1066
Centaurus Financial
California
$302K +$6.09K +57 +2%
SS
1067
Simplicity Solutions
Minnesota
$300K +$42.8K +400 +17%
CFS
1068
CRA Financial Services
New Jersey
$299K – – –
KPWS
1069
Kestra Private Wealth Services
Texas
$297K -$25.1K -235 -8%
CWM
1070
Circle Wealth Management
New Jersey
$297K +$320 +3 +0.1%
WTC
1071
WhitTier Trust Company
Nevada
$294K – – –
WFI
1072
West Family Investments
California
$293K +$293K +2,740 New
AAS
1073
Avantax Advisory Services
Texas
$292K +$8.48K +79 +3%
Financial Engines Advisors
1074
Financial Engines Advisors
California
$289K +$1.28K +12 +0.4%
CC
1075
Codex Capital
New York
$289K -$4.22M -39,500 -94%
41 42
43
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