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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 %
WF
1151
WoodTrust Financial
Wisconsin
$216K -$120K -1,100 -36%
PWPS
1152
Pinnacle Wealth Planning Services
Ohio
$214K +$214K +1,975 New
SOAMC
1153
Spirit of America Management Corp
New York
$212K – – –
FFN
1154
Focus Financial Network
Minnesota
$211K – – –
RWA
1155
Ropes Wealth Advisors
Massachusetts
$210K -$20.6K -190 -9%
BJL
1156
Brighton Jones LLC
Washington
$208K +$208K +1,917 New
SDWMA
1157
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K -$12K -111 -6%
TSS
1158
Two Sigma Securities
New York
$205K +$205K +1,892 New
AAM
1159
Advisors Asset Management
Colorado
$204K -$3.48K -32 -2%
HW
1160
Hancock Whitney
Mississippi
$204K +$204K +1,879 New
BCFD
1161
Boit C.F. David
$203K +$115K +1,050 +131%
FRM
1162
Fox Run Management
Connecticut
$201K +$201K +1,849 New
VFA
1163
Valeo Financial Advisors
Indiana
$200K +$200K +1,844 New
AIM
1164
Arcadia Investment Management
Michigan
$195K – – –
ODG
1165
O'Dell Group
Ohio
$192K +$192K +1,768 New
SC
1166
Solstein Capital
California
$187K +$127K +1,175 +214%
BAM
1167
Bellevue Asset Management
Washington
$169K – – –
RCM
1168
Regency Capital Management
Hawaii
$169K +$169K +1,562 New
SWA
1169
Sutton Wealth Advisors
Florida
$165K +$543 +5 +0.3%
AAP
1170
Arax Advisory Partners
Colorado
$165K +$38.2K +351 +30%
CSS
1171
Cubist Systematic Strategies
Connecticut
$156K -$26.4M -243,864 -99%
JFA
1172
JNBA Financial Advisors
Minnesota
$153K +$31.8K +292 +26%
SBL
1173
Sargent Bickham Lagudis
Colorado
$152K – – –
CI
1174
CX Institutional
Indiana
$152K +$35.5K +326 +30%
OIA
1175
Optimum Investment Advisors
Illinois
$150K +$46.7K +430 +45%
45 46
47
48 49