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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 %
HCM
1101
HMS Capital Management
Tennessee
$270K -$474K -3,976 -64%
PC
1102
Provenire Capital
Minnesota
$269K -$1.52M -12,781 -85%
PCA
1103
Personal Capital Advisors
California
$268K -$60.8K -510 -18%
VC
1104
Veracity Capital
Georgia
$268K – – –
HIC
1105
Holderness Investments Company
North Carolina
$267K +$40.5K +340 +18%
FWM
1106
Fairhaven Wealth Management
Illinois
$265K – – –
DIA
1107
Dana Investment Advisors
Wisconsin
$264K -$15.3K -128 -5%
FNBOO
1108
First National Bank of Omaha
Nebraska
$262K -$197K -1,650 -43%
PIM
1109
Penobscot Investment Management
Massachusetts
$262K – – –
RPSA
1110
Richard P. Slaughter Associates
Texas
$261K – – –
LC
1111
LCNB Corp
Ohio
$259K -$3.57K -30 -1%
QP
1112
Quilter Plc
United Kingdom
$258K +$43.9K +368 +21%
OCM
1113
Osterweis Capital Management
California
$257K – – –
SCA
1114
Stonebridge Capital Advisors
Minnesota
$255K – – –
TSW
1115
Thompson Siegel & Walmsley
Virginia
$255K +$1.19K +10 +0.5%
SIG
1116
Sargent Investment Group
Maryland
$254K – – –
NICM
1117
Neo Ivy Capital Management
New York
$254K +$164K +1,383 +183%
NAM
1118
NTV Asset Management
West Virginia
$253K – – –
BHBT
1119
Burke & Herbert Bank & Trust
Virginia
$252K – – –
UCI
1120
Uncommon Cents Investing
Wisconsin
$250K – – –
QI
1121
Qtron Investments
Massachusetts
$249K +$249K +2,093 New
UAM
1122
UAS Asset Management
New York
$247K -$50.6K -425 -17%
JA
1123
JLB & Associates
Michigan
$247K – – –
BTW
1124
Boston Trust Walden
Massachusetts
$247K – – –
KFS
1125
Kaizen Financial Strategies
California
$246K -$6.43K -54 -3%
43 44
45
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