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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 %
GFPC
1301
Global Financial Private Client
Florida
$3.73K – – –
ED
1302
Exane Derivatives
France
$3.15K +$2.71K +25 +625%
CWA
1303
Clearview Wealth Advisors
Oregon
$3K – – –
FNBOSM
1304
First National Bank of South Miami
Florida
$3K – – –
JMF
1305
Johnson Midwest Financial
Iowa
$3K – – –
CYG
1306
Clean Yield Group
Vermont
$3K +$3K +31 New
HI
1307
Hudock Inc
Pennsylvania
$2K – – –
FBT
1308
First Bank & Trust
South Dakota
$2K – – –
ONST
1309
Old North State Trust
North Carolina
$2K – – –
BA
1310
Bellwether Advisors
Nebraska
$2K – – –
MA
1311
MCF Advisors
Kentucky
$2K +$2K +22 New
BBHC
1312
Brown Brothers Harriman & Co
New York
$1.27K +$820 +7,562 +184%
CAM
1313
ClariVest Asset Management
California
$1K -$360K -3,600 -100%
NFSG
1314
Newbridge Financial Services Group
Florida
$1K – – –
CWC
1315
Carolinas Wealth Consulting
North Carolina
$1K – – –
RG
1316
Retirement Group
California
$1K +$1K +9 New
MGIM
1317
M&G Investment Management
United Kingdom
$261 +$21 +193 +9%
WIM
1318
Westside Investment Management
California
$46 – – –
BC
1319
Brookfield Corp
Ontario, Canada
– -$145M -1,359,997 Closed
Renaissance Technologies
1320
Renaissance Technologies
New York
– -$85.1M -795,727 Closed
PF
1321
Phoenix Financial
Israel
– -$47.1M -440,337 Closed
ACM
1322
Argent Capital Management
Missouri
– -$44.1M -412,628 Closed
SCP
1323
Sandhill Capital Partners
New York
– -$41.3M -385,911 Closed
GCM
1324
Ghisallo Capital Management
Massachusetts
– -$39.5M -369,174 Closed
WorldQuant Millennium Advisors
1325
WorldQuant Millennium Advisors
New York
– -$25.5M -238,564 Closed
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