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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 %
CFN
1276
Cordasco Financial Network
Florida
$13K – – –
AWM
1277
Accel Wealth Management
Iowa
$13K – – –
PMFA
1278
Plante Moran Financial Advisors
Michigan
$12K -$1.68K -16 -12%
IAS
1279
IMA Advisory Services
Colorado
$12K – – –
OC
1280
Oakworth Capital
Alabama
$12K +$12K +109 New
HWA
1281
HHM Wealth Advisors
Tennessee
$11K – – –
COCM
1282
Charter Oak Capital Management
New Hampshire
$11K – – –
TC
1283
Trust Company
Kansas
$11K – – –
BFC
1284
Bedel Financial Consulting
Indiana
$11K – – –
LWM
1285
Liberty Wealth Management
California
$11K – – –
WWM
1286
Wolff Wiese Magana
California
$10K +$3.23K +31 +48%
AWMS
1287
Advocacy Wealth Management Services
Georgia
$10K +$10K +95 New
TVWM
1288
Tower View Wealth Management
Wisconsin
$9K – – –
GLLW
1289
Graves Light Lenhart Wealth
Virginia
$9K – – –
WQ
1290
Wealth Quarterback
New Jersey
$9K +$9K +80 New
CCMIC
1291
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8K – – –
PCG
1292
Private Capital Group
Connecticut
$8K +$4.67K +42 +140%
RA
1293
Resolute Advisors
California
$7K -$14.1K -127 -67%
BC
1294
Burleson & Co
California
$7K – – –
PSIWM
1295
Paradigm Strategies in Wealth Management
Minnesota
$7K – – –
PP
1296
PrairieView Partners
Minnesota
$6K -$7.33K -66 -55%
TFGT
1297
TS Financial Group (TSFG)
Illinois
$6K – – –
M1FG
1298
Mach-1 Financial Group
Arkansas
$6K – – –
SWA
1299
SOA Wealth Advisors
New York
$6K – – –
ADL
1300
Asset Dedication LLC
California
$6K +$6K +54 New
50 51
52
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