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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 %
EP
1301
Eudaimonia Partners
Tennessee
$4K +$4K +31 New
TF
1302
TimeScale Financial
Massachusetts
$4K +$4K +34 New
ADIM
1303
Alpha DNA Investment Management
Maryland
$3K +$909 +10 +43%
JMF
1304
Johnson Midwest Financial
Iowa
$3K +$3K +26 New
GEA
1305
Glen Eagle Advisors
New Jersey
$2.86K – – –
FBT
1306
First Bank & Trust
South Dakota
$2K – – –
ONST
1307
Old North State Trust
North Carolina
$2K – – –
CFD
1308
Creative Financial Designs
Indiana
$2K – – –
TFA
1309
Transamerica Financial Advisors
Florida
$2K +$167 +1 +9%
GAM
1310
Grandview Asset Management
Pennsylvania
$2K +$2K +14 New
MCM
1311
MV Capital Management
Maryland
$2K +$2K +14 New
APWA
1312
Atlas Private Wealth Advisors
New Jersey
$2K +$2K +17 New
JGIA
1313
Jackson Grant Investment Advisers
Connecticut
$2K +$2K +18 New
CCMW
1314
Cypress Capital Management (Wyoming)
Wyoming
$2K +$2K +20 New
BA
1315
Bellwether Advisors
Nebraska
$2K +$2K +21 New
LPARFS
1316
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.79K +$1.79K +15,000 New
FI
1317
FormulaFolio Investments
Michigan
$1K -$2.2M -10,999 -100%
CWC
1318
Carolinas Wealth Consulting
North Carolina
$1K – – –
NFSG
1319
Newbridge Financial Services Group
Florida
$1K – – –
BBHC
1320
Brown Brothers Harriman & Co
New York
$490 -$32 -267 -6%
ED
1321
Exane Derivatives
France
$476 -$8.33K -70 -95%
MIH
1322
Meitav Investment House
Israel
$358 – +4 +0.1%
MGIM
1323
M&G Investment Management
United Kingdom
$230 -$70 -590 -23%
FGAM
1324
Financial Gravity Asset Management
Texas
$175 +$175 +1 New
WIM
1325
Westside Investment Management
California
$50 – – –
51 52
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