FI icon

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 %
VFA
1076
Voya Financial Advisors
Connecticut
$288K -$1.61M -15,068 -85%
IIM
1077
Ipswich Investment Management
Massachusetts
$288K -$12.3K -115 -4%
M
1078
MOTCO
Texas
$288K +$272K +2,547 +1,757%
NB
1079
Northwest Bancshares
Pennsylvania
$287K – – –
CFGS
1080
Concourse Financial Group Securities
Alabama
$286K -$37.6K -352 -12%
LSAG
1081
Lake Street Advisors Group
New Hampshire
$285K +$4.56K +41 +2%
CANY
1082
Caxton Associates (New York)
New York
$283K +$283K +2,645 New
PFGIA
1083
Patriot Financial Group Insurance Agency
Massachusetts
$279K +$17.9K +167 +7%
BPB
1084
Badgley, Phelps & Bell
Washington
$278K -$14.2K -133 -5%
MHC
1085
Meyer Handelman Company
New York
$278K – – –
VVP
1086
Venture Visionary Partners
Ohio
$277K +$2.14K +20 +0.8%
CPIG
1087
Chicago Partners Investment Group
Illinois
$276K -$2.45K -22 -0.9%
DLG
1088
Daniel L. Goodwin
$276K +$276K +2,612 New
BP
1089
BBR Partners
New York
$275K -$55.2K -516 -17%
CCM
1090
Chickasaw Capital Management
Tennessee
$275K – – –
GLA
1091
Great Lakes Advisors
Illinois
$275K +$28.5K +267 +12%
WP
1092
WealthPLAN Partners
Nebraska
$275K +$275K +2,459 New
CCM
1093
Carlson Capital Management
Minnesota
$273K -$7.38K -69 -3%
LFAS
1094
Level Four Advisory Services
Texas
$272K -$79.8K -747 -23%
PP
1095
Palladium Partners
Virginia
$272K -$14.2K -133 -5%
WA
1096
WBH Advisory
Maryland
$270K – – –
WPW
1097
Waldron Private Wealth
Pennsylvania
$269K – – –
DACG
1098
Donor Advised Charitable Giving
California
$266K – – –
AF
1099
Arrow Financial
New York
$265K – – –
BDF
1100
Balasa Dinverno & Foltz
$265K +$18.9K +177 +8%
42 43
44
45 46