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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 %
DACG
1076
Donor Advised Charitable Giving
California
$296K – – –
AF
1077
Arrow Financial
New York
$295K -$53.6K -450 -15%
SC
1078
Sepio Capital
Utah
$293K -$1.04M -8,752 -78%
MA
1079
MONECO Advisors
Connecticut
$291K -$53.4K -449 -16%
JCM
1080
Janney Capital Management
Pennsylvania
$290K – – –
PFGIA
1081
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$91.3K +766 +46%
WA
1082
WBH Advisory
Maryland
$288K – – –
BS
1083
Bessemer Securities
New York
$288K +$288K +2,420 New
FFN
1084
Focus Financial Network
Minnesota
$286K -$869K -7,304 -75%
SS
1085
Simplicity Solutions
Minnesota
$286K -$4.68M -39,326 -94%
DP
1086
Dearborn Partners
Illinois
$286K -$119 -1 -0%
FIB
1087
First Interstate Bancsystem
Montana
$286K +$286K +2,399 New
EWA
1088
EP Wealth Advisors
California
$284K -$1.67K -14 -0.6%
MPPLM
1089
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$283K -$387K -4,068 -58%
1IA
1090
1834 Investment Advisors
Wisconsin
$283K -$4.77K -40 -2%
MSFP
1091
Mark Sheptoff Financial Planning
Connecticut
$283K – – –
OWA
1092
Opal Wealth Advisors
New York
$279K +$9.76K +82 +4%
FC
1093
Forte Capital
New York
$279K +$25.6K +215 +10%
PFO
1094
Pathstone Family Office
New Jersey
$278K +$112K +939 +67%
GLA
1095
Great Lakes Advisors
Illinois
$275K -$60.2K -505 -18%
FSC
1096
Full Sail Capital
Oklahoma
$274K – – –
BDF
1097
Balasa Dinverno & Foltz
$274K +$1.19K +10 +0.4%
TPCW
1098
TD Private Client Wealth
New York
$274K -$12.9K -108 -4%
DMC
1099
Drexel Morgan & Co
Pennsylvania
$273K -$476 -4 -0.2%
TSS
1100
Two Sigma Securities
New York
$273K +$273K +2,297 New
42 43
44
45 46