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Fiserv
FI

Overview Fund Activity

1,317 hedge funds and large institutions have $65B invested in Fiserv in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 540 increasing their positions, 444 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
23.13%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.16%
New
121
Increased
540
Reduced
444
Closed
122
Calls
$683M
Puts
$537M
Net Calls
+$145M
Net Calls Change
-$100M

Top Buyers

1
VH
ValueAct Holdings
California
+$518M
2
Harris Associates
Harris Associates
Illinois
+$453M
3
Dodge & Cox
Dodge & Cox
California
+$275M
4
Franklin Resources
Franklin Resources
California
+$229M
5
Parnassus Investments
Parnassus Investments
California
+$176M

Top Sellers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$480M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$460M
3
FPP
Findlay Park Partners
United Kingdom
-$303M
4
Ameriprise
Ameriprise
Minnesota
-$249M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
1126
BBR Partners
New York
$231K -$47.8K -441 -17%
NAM
1127
NTV Asset Management
West Virginia
$231K – – –
FNBOO
1128
First National Bank of Omaha
Nebraska
$229K -$10.2K -94 -4%
BONH
1129
Bank of New Hampshire
New Hampshire
$229K – – –
GCIA
1130
Gabelli & Co Investment Advisers
New York
$229K +$229K +2,113 New
UCI
1131
Uncommon Cents Investing
Wisconsin
$228K – – –
DMBA
1132
Deseret Mutual Benefit Administrators
Utah
$228K +$79.8K +734 +54%
ACM
1133
Advisors Capital Management
New Jersey
$226K +$226K +2,084 New
GA
1134
Geller Advisors
New York
$226K +$226K +2,087 New
JA
1135
JLB & Associates
Michigan
$225K – – –
NWA
1136
New World Advisors
Massachusetts
$225K +$225K +2,040 New
CA
1137
Claro Advisors
Massachusetts
$224K +$224K +2,068 New
SIG
1138
Sargent Investment Group
Maryland
$223K – – –
DBG
1139
De Burlo Group
Massachusetts
$223K – – –
SNBOSCI
1140
Security National Bank of Sioux City Iowa
Iowa
$223K +$223K +2,052 New
LI
1141
LVZ Inc
Michigan
$222K – – –
MW
1142
Marcum Wealth
Ohio
$221K +$221K +2,037 New
MPW
1143
Monterey Private Wealth
California
$220K – – –
IA
1144
IFP Advisors
Florida
$219K -$18.8K -169 -8%
UAM
1145
UAS Asset Management
New York
$217K -$8.14K -75 -4%
BFO
1146
Biltmore Family Office
North Carolina
$217K – – –
CM
1147
Castleark Management
Illinois
$217K – – –
CA
1148
CastleArk Alternatives
Illinois
$217K +$217K +2,000 New
Lido Advisors
1149
Lido Advisors
California
$217K +$217K +2,003 New
CC
1150
Centiva Capital
New York
$216K -$474K -4,369 -69%
44 45
46
47 48