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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 %
DBG
1126
De Burlo Group
Massachusetts
$246K – – –
SNBOSCI
1127
Security National Bank of Sioux City Iowa
Iowa
$244K – – –
LI
1128
LVZ Inc
Michigan
$244K – – –
IFAM
1129
Institutional & Family Asset Management
Colorado
$244K +$32.7K +275 +15%
SDWMA
1130
Schneider Downs Wealth Management Advisors
Pennsylvania
$244K +$244K +2,052 New
MS
1131
Maven Securities
Jersey
$243K -$1.64M -13,749 -87%
RWA
1132
Ropes Wealth Advisors
Massachusetts
$241K -$8.05K -70 -3%
SBSB
1133
Sullivan, Bruyette, Speros & Blaney
Virginia
$240K -$14.3K -120 -6%
BFO
1134
Biltmore Family Office
North Carolina
$238K -$238K -2,000 -50%
BW
1135
Bison Wealth
Georgia
$238K -$193K -1,620 -45%
BWCS
1136
Beirne Wealth Consulting Services
Connecticut
$238K -$5K -42 -2%
CM
1137
Castleark Management
Illinois
$238K – – –
ZCA
1138
Zeke Capital Advisors
Pennsylvania
$234K -$4.04K -34 -2%
AWM
1139
Altium Wealth Management
New York
$234K +$11.6K +97 +5%
PA
1140
Parallel Advisors
California
$233K +$26.7K +224 +13%
SOAMC
1141
Spirit of America Management Corp
New York
$232K – – –
BFA
1142
Beaumont Financial Advisors
Massachusetts
$229K -$12.6K -106 -5%
RBFC
1143
Roman Butler Fullerton & Co
Missouri
$229K +$229K +1,825 New
BO
1144
BRR OpCo
Ohio
$225K +$225K +1,889 New
TC
1145
Telemus Capital
Michigan
$224K +$224K +1,819 New
MOS
1146
MGO One Seven
Ohio
$224K +$224K +1,884 New
HIP
1147
HUB Investment Partners
Texas
$223K +$223K +1,870 New
ONB
1148
Old National Bancorp
Indiana
$222K -$476 -4 -0.2%
SMC
1149
Smith, Moore & Co
Missouri
$222K – – –
CA
1150
Claro Advisors
Massachusetts
$222K +$11.4K +96 +5%
44 45
46
47 48