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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 %
NFSG
1326
Newbridge Financial Services Group
Florida
$1K – – –
FI
1327
FormulaFolio Investments
Michigan
$1K – – –
CWC
1328
Carolinas Wealth Consulting
North Carolina
$1K – – –
H
1329
HoyleCohen
California
$475 – – –
ED
1330
Exane Derivatives
France
$440 – – –
BBHC
1331
Brown Brothers Harriman & Co
New York
$439 -$1 -6 -0.1%
MGIM
1332
M&G Investment Management
United Kingdom
$236 +$29 +270 +14%
WIM
1333
Westside Investment Management
California
$45 – – –
CG
1334
Carmignac Gestion
France
– -$256M -2,153,910 Closed
SCM
1335
Steadfast Capital Management
New York
– -$148M -1,245,629 Closed
SC
1336
Sculptor Capital
New York
– -$86.2M -724,033 Closed
NCA
1337
Newbrook Capital Advisors
New York
– -$73.5M -617,088 Closed
GH
1338
Grosvenor Holdings
Illinois
– -$62.3M -522,973 Closed
CM
1339
Corvex Management
New York
– -$61.9M -520,000 Closed
OCAM
1340
Owl Creek Asset Management
New York
– -$48.8M -409,994 Closed
FAM
1341
Foxhaven Asset Management
Virginia
– -$36M -302,511 Closed
JAM
1342
Jupiter Asset Management
United Kingdom
– -$27.2M -228,333 Closed
SCA
1343
Stieven Capital Advisors
Missouri
– -$26.4M -221,900 Closed
TCA
1344
Taconic Capital Advisors
New York
– -$21.4M -180,000 Closed
UOC
1345
UBS O'Connor
Illinois
– -$19.6M -165,000 Closed
SGDR
1346
SPX Gestao de Recursos
Brazil
– -$16.2M -135,951 Closed
FCM
1347
Fernbridge Capital Management
California
– -$15M -125,997 Closed
KWILP
1348
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$14.9M -125,493 Closed
BAIA
1349
Bel Air Investment Advisors
California
– -$14.1M -118,048 Closed
PAM
1350
Premier Asset Management
Illinois
– -$13.4M -112,960 Closed
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