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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 %
SFS
1376
Sowell Financial Services
Arkansas
– -$731K -6,190 Closed
Balyasny Asset Management
1377
Balyasny Asset Management
Illinois
– -$720K -6,048 Closed
RF
1378
Rollins Financial
Georgia
– -$717K -6,027 Closed
FANJ
1379
Financial Architects (New Jersey)
New Jersey
– -$714K -5,996 Closed
BCM
1380
Bluefin Capital Management
New York
– -$707K -5,940 Closed
MHS
1381
M Holdings Securities
Oregon
– -$680K -5,711 Closed
ALAM
1382
Asahi Life Asset Management
Japan
– -$617K -5,180 Closed
MSE
1383
MUFG Securities EMEA
United Kingdom
– -$611K -5,131 Closed
NEI
1384
Northwest & Ethical Investments
Ontario, Canada
– -$601K -5,046 Closed
GC
1385
Grace Capital
Massachusetts
– -$509K -4,274 Closed
AIM
1386
Axiom Investment Management
New York
– -$491K -4,125 Closed
FA
1387
FDx Advisors
Illinois
– -$382K -3,209 Closed
MCM
1388
MAI Capital Management
Ohio
– -$378K -3,178 Closed
PWM
1389
Perigon Wealth Management
California
– -$343K -2,878 Closed
SWM
1390
SeaCrest Wealth Management
New York
– -$340K -2,857 Closed
SC
1391
Scholtz & Company
Connecticut
– -$331K -2,780 Closed
ONGA
1392
O'Neil Global Advisors
California
– -$313K -2,632 Closed
CBT
1393
Capital Bank & Trust
California
– -$310K -2,600 Closed
BS
1394
Bessemer Securities
New York
– -$288K -2,420 Closed
TSS
1395
Two Sigma Securities
New York
– -$273K -2,297 Closed
DMC
1396
Drexel Morgan & Co
Pennsylvania
– -$273K -2,296 Closed
HCM
1397
HMS Capital Management
Tennessee
– -$270K -2,265 Closed
PC
1398
Provenire Capital
Minnesota
– -$269K -2,260 Closed
SNBOSCI
1399
Security National Bank of Sioux City Iowa
Iowa
– -$244K -2,052 Closed
MS
1400
Maven Securities
Jersey
– -$243K -2,043 Closed
54 55
56
57 58